Sales Strategist, iShares

  • Company

    Barclays Global Investors (US)

  • Location

    San Francisco, CA

  • Compensation

    Market Rate

  • Position Type

    Employee

  • Employment type

    Full time

  • Updated

    03 Sep 2008

  • eFC Ref no

    436981
This individual is responsible for creating and developing content and strategies promoting the use of iShares by financial intermediaries.
Job Responsibilities

  • Develop actionable and specific sales strategy deliverables for using iShares alongside separate accounts and mutual funds
  • Identify industry, client and advisor behavioral trends on which to base innovative and relevant sales strategies
  • Work collaboratively with Product, Sales, Marketing and Direct Marketing to support/position new products, generate and develop sales ideas/content, web tools, and end client/advisor educational materials
  • Work with Sales Management to develop specific strategic themes by client audience (eg. broker-dealer, bank PWM, independent and RIA consultants)

    Qualifications

  • BA/BS degree required
  • 3 - 5 years minimum investment related experience
  • CIMA, CIMC, CFA a plus
  • Background in brokerage, bank, investment manager or registered investment advisory firm required
  • Ability to understand and explain complex investment concepts and strategies
  • Sound understanding of investment products and asset classes
  • Knowledge of modern portfolio theory, index investing, asset allocation principles and fiduciary responsibility
  • Able to work simultaneously on multiple projects
  • Creative and self-motivated individual who works collaboratively in a high performance, team environment
  • Strong communication and presentation skills
  • Excellent written, grammatical and editorial skills
  • Strong team player
  • Prior sales, marketing and/or client relationship experience with retail and institutional clients a plus

    To apply, upload a resume to the following URL:

    https://barclays.recruitmax.com//main/careerportal/candidate_update.cfm?szOrderID=4506

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