5+ YOESeries 7 & 63 required, CIMA or CFA preferred. Bachelor's in business/finance required. 5+ years investment experience with deep ETF expertise, territory experience, strong presentation, analytics, and client relationship skills. Travel up to 80%.
PIMCO: Manages investment portfolios specializing in active fixed income strategies.
5+ YOEBachelor's required, 5+ years ETF client-facing or field sales experience, Series 7 and 63 required, CFA/CPA/MBA a plus, clean U-4 record, willingness to travel up to 90%.
PIMCO: Global investment management firm specializing in fixed income strategies.
5+ YOEBachelor's degree, Series 7 and 63 required, 5+ years ETF client-facing or sales experience, proven territory management and quota attainment, clean U-4, willingness to travel up to 90%, CFA/CPA/MBA preferred.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
2+ YOEBachelor’s degree in accounting or finance; 2-5 years experience; ETF baskets and in-kind ETF creation/redemption knowledge preferred; strong analytical and detail-oriented with documentation rigor; proficient in Excel/Office and AI tools.
3+ YOE3+ years retirement plan or advisor support experience, bachelor’s degree required, strong knowledge of mutual funds/ETFs/annuities and SEC/ERISA rules, CRM (Salesforce) experience, attention to detail and client communication skills.
Dechert: Global law firm providing legal and regulatory advice.
3+ YOE3–7 years experience with federal securities laws; knowledge of the Investment Company Act and/or Investment Advisers Act; experience with ETFs, funds, broker-dealer or digital assets a plus; strong communication, analytical, and organizational skills.
San Francisco or Los Angeles or California or Oregon or Washington or Alaska
$125k/yrFieldFull Time
DoubleLine Capital: Investment management firm specializing in fixed-income and diverse assets.
5+ YOEBachelor's preferred (marketing/finance), 5+ years in investment management with 3+ years as an external wholesaler, Series 7 and 63, existing territory relationships, proven mutual fund/ETF sales success, ability to work independently and travel frequently.