Zacks Investment Management
ETF External Wholesaler
Zacks Investment Management, San Francisco, California, United States, 94199
Zacks Investment Management (ZIM) is a leading provider of investment strategies and research-driven portfolio solutions. With decades of experience and a commitment to innovation, we deliver transparent, cost-effective, and data-driven investment solutions to financial advisors, institutions, and individual investors.
Position Summary We are seeking an experienced and driven
ETF External Wholesaler
to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors.
Key Responsibilities
Develop and execute a business plan to grow ETF sales in assigned territory
Build and maintain relationships with financial advisors, home office personnel, and institutional clients
Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions
Collaborate with internal partners, including Internal Wholesalers and Marketing, to support business development efforts
Maintain a deep understanding of Zacks’ ETF lineup, competitive positioning, and industry trends
Qualifications
3+ years of wholesaling experience (hybrid & internals will be considered)
Established relationships with financial advisors
Strong presentation, communication, and organizational skills
Self-motivated with a proven track record of meeting or exceeding sales goals
Series 7 and 66 (or equivalent) licenses required
Why Join Zacks Investment Management?
Opportunity to represent research-driven, innovative ETF strategies
Competitive compensation package with incentive opportunities
Supportive team environment with robust internal wholesaling and marketing support
Join a firm known for its quantitative research and commitment to advisor success
Who is Zacks The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
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Position Summary We are seeking an experienced and driven
ETF External Wholesaler
to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors.
Key Responsibilities
Develop and execute a business plan to grow ETF sales in assigned territory
Build and maintain relationships with financial advisors, home office personnel, and institutional clients
Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions
Collaborate with internal partners, including Internal Wholesalers and Marketing, to support business development efforts
Maintain a deep understanding of Zacks’ ETF lineup, competitive positioning, and industry trends
Qualifications
3+ years of wholesaling experience (hybrid & internals will be considered)
Established relationships with financial advisors
Strong presentation, communication, and organizational skills
Self-motivated with a proven track record of meeting or exceeding sales goals
Series 7 and 66 (or equivalent) licenses required
Why Join Zacks Investment Management?
Opportunity to represent research-driven, innovative ETF strategies
Competitive compensation package with incentive opportunities
Supportive team environment with robust internal wholesaling and marketing support
Join a firm known for its quantitative research and commitment to advisor success
Who is Zacks The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
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