Investment Consultant

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 is responsible for the development and management of lasting relationships with financial advisors at wire houses, independent broker dealers and independent RIAs. The Investment Consultant will 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

Our Offering

Global X offers a competitive salary and benefits package and hybrid schedule. Global X is a fast-paced environment geared towards performance and attractive career opportunities, with an open corporate culture that values and rewards the contributions of every individual.

About Global X

Global X is the investment adviser to the Global X Funds and a New York-based provider of exchange-traded funds that facilitates access to investment opportunities across global markets. Global X was founded in 2008 with the mission of listening to and empowering clients to invest wisely in unexplored and intelligent solutions. With approximately $54 billion in assets under management as of January 2024, Global X currently offers exchange-traded funds in the Thematic Growth, Income, Core, International Access, Commodities, Alpha and Risk Management fund suites. For more information, please visit www.globalxetfs.com.

Compensation Range: $50K - $62.5K