Job Description

Company Description:

Krane Funds Advisors, LLC (“KraneShares”)is the investment manager for the KraneShares ETFs. KraneShares offers innovative investment solutions tailored to three key pillars: China, Climate, and Alternatives. Our team is determined to provide industry-leading, differentiated, and high-conviction investment strategies that offer access to key markets. Our mission is to empower investors with the knowledge and tools necessary to capture the importance of these themes as an essential element of a well-designed investment portfolio. As of September 30, 2024, the firm manages approximately $10B in assets.

Working at KraneShares

As a member of our collaborative team, you will work alongside passionate people who insist on doing their best work to get the best results. At KraneShares, it’s about what you do and how well you do it, regardless of your title or background.

Job Description – Internal Wholesaler

KraneShares is seeking an Internal Wholesaler to support AUM growth by engaging with inbound leads generated through emails, website activity, webinars, and events. The Internal Wholesaler will play a key role in fostering relationships with new and existing investors and will distribute ETFs to wealth management channels, including Broker Dealers and Registered Investment Advisors (RIAs).

Compensation Range: $50,000 to $120,000 Based on experience

Responsibilities

• Engage and qualify inbound leads through telephone calls, emails, and follow-ups based on website activity, webinar attendance, and event participation.
• Maintain and expand sales within an assigned territory, with a focus on a segmented advisor base.
• Cultivate and maintain relationships by consistently following up on new leads and educating prospects about current and upcoming products.
• Regularly contact financial advisors in assigned territories to manage the sales process and build long-term partnerships.
• Present investment solutions and discuss market trends with financial advisors and other key decision-makers.
• Ensure accurate and complete records by maintaining a CRM database with detailed client documentation.
• Collaborate with senior sales team members to arrange meetings and enhance business development efforts.
• Attend industry events and conferences to build connections and increase product visibility.

Qualifications

• 1–3 years of professional experience in a similar role.
• Bachelor’s degree in Finance, Business, Marketing, Communications, or a related field.
• Excellent organizational and communication skills with a proven ability to engage and influence prospects.
• Demonstrable history of success in securing prospects and driving sales growth.
• High level of professionalism, diligence, and client-focused initiative.
• Knowledge of CRM platforms and best practices.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• Familiarity with email marketing tools and techniques.
• Series 7, 63, and 65 licenses will be required.

What You’ll Get:

• Career Opportunity: Career paths aren’t linear here. Being part of our growing global company gives you the chance to develop a broad skillset..
• Learning & Development : We take a strong interest in the growth and development of all our employees. We are here to help mentor you and provide you with the tools to succeed and grow as a professional. 
• Diversity, Equity and Inclusion : Diversity, equity and inclusion are more than just words for us. They are the integral principles in developing talent acquisition, guiding how we build our teams, developing leaders and creating a company that is the right fit for every employee.

Note: No recruiters or agencies

Disclaimer :

KFA and its affiliates provide equal employment opportunity to all qualified employees and applicants for employment without regard to age, religion, race, creed, color, national origin, military status, sex (including pregnancy, sexual orientation and gender identity), disability, predisposing genetic characteristics, familial status, marital status, domestic violence victim status or any other status protected under applicable federal, state, or local laws. These policies reflect KFA’s commitment to the principles of fair employment and the elimination of all discriminatory practices. 

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