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Investment Consultant

Global X ETFs

Global X Management Company LLC (“Global X”) is seeking a highly motivated professional to join our Internal Consulting Group, located in Newark, NJ, to serve as an integral part of an elite team of investment professionals. The team develops and manages lasting relationships with financial advisors at wire houses, independent broker dealers, and independent RIAs. The Investment Consultant will be part of a larger internal sales team to cover and grow sales in a defined territory and contribute to the overall team‑based sales effort. Primary Responsibilities Grow existing client base and Global X product usage through a consultative phone‑based approach Develop and execute a thoughtful territory business plan Identify and pursue new business opportunities through prospecting, cultivating lead lists, and follow–up activities Exceed client‑focused activity standards which include calls, emails and web‑based presentations Demonstrate proficiency in crucial disciplines including product knowledge, industry trends, portfolio construction and capital markets Partner with colleagues across the firm to deliver an exceptional client experience Desired Skills And Experience BA/BS degree required, emphasis on finance or economics preferred Able to identify and anticipate client needs and make recommendations for implementation Enthusiastic team player and self‑starter with ability to prioritize and work in a fast‑paced entrepreneurial environment Coachable; able to incorporate feedback into performance Exceptional verbal and written communication skills Results oriented Technologically proficient and knowledgeable Strong customer relationship management and servicing skills as well as internal corporate relationship management capabilities Able to develop strong working relationships with colleagues, teams, and clients 1–3 years of financial industry or sales experience in a business development capacity with a financial services firm is a plus Licenses: SIE required, series 7 and 63/66 are not required at time of hire, but preferred Global X offers a competitive salary and benefits package along with a hybrid work schedule. Compensation & Benefits Competitive base salary with annual performance‑based bonus Comprehensive medical, dental, and vision insurance 401(k) retirement plan with company matching Generous paid time off and company holidays Professional development and continuing education opportunities Hybrid work flexibility Life and disability insurance Wellness programs and employee assistance program #J-18808-Ljbffr

Vacancy posted 4 days ago
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