At Change Finance, we build performance-oriented investment products for the sustainability-minded investor. We believe that to create the world in which we want to live, it is imperative to transform capital markets. Investing for good can profit people, planet, and investors. We are proud of and take seriously our commitment to provide equal employment opportunities to all employees and individuals who apply. We integrate our commitment to inclusion, diversity, and equity into all we do - from who we hire to our organizational strategy and which vendors we partner with. We are rigorous about creating a workplace culture where people of all social and identity groups feel safe and are set up to thrive as employees and as whole humans.
We exist to be in service to life of the people and the planet - across race, gender, age, religion, identity, experience, and environment. Our products, services, team, and stakeholders are all held to the highest standards.
We abide by our commitment of being in service to life through our core values:
We are Whole Humans. We value and honor our emotions, our families, and our personalities.
We seek Justice. We take responsibility for our actions, acknowledge the harm we’ve done, and strive to practice equity and inclusion in all we do..
We are Generous. We assume the best in people, look beyond ourselves, take care of people, give our energy and time.
We embrace Agency. We are responsible for ourselves, recognize the agency of others, ask when we need help, and serve one another.
We are committed to Learning. We don’t have all the answers, we want to get better, we are all growing, we strive to be whole humans.
Could we work together?
We are looking for someone to join our distribution team. Our new distribution professional will be responsible for marketing and selling Environmental, Social, and Governance (ESG) Exchange-Traded Funds (ETFs) and other financial products to financial advisors and other intermediaries. The new team member will work closely with the Executive Vice President of Business Development to identify new business opportunities, grow our client base, articulate and expand our consultative sales strategy, and develop sales materials.
This position requires a passion for sustainable investing and an entrepreneurial mindset. There is the possibility for rapid growth and advancement. This is an opportunity to work for a high growth organization and with individuals who seek to utilize capital markets to make the world a better place.
When it is safe, this role may require up to 50% travel.
We are looking for the right person for the job, whether you have 3 years of experience or 30, we encourage you to apply. The title is negotiable.
Why should you work here?
We are a proven, quickly growing, mission driven organization. We take care of our people, abide by our values, and truly believe that we can change finance. We offer:
Generous time off policy
Flexible working hours
Fully remote team, you can work from anywhere within the continental United States.
Duties & Responsibilities:
Act as the primary point of contact for assigned set of financial advisers and other clients which could include institutional and national account clients - utilizing email, phone, virtual meeting platforms, and in-person interactions.
Support Change Finance campaigns and initiatives, identify and develop new initiatives.
Profile and qualify potential clients to understand their business models and cultivate new investment opportunities.
Provide value-added consultative services to clients in keeping with Change Finance’s sales process and philosophy.
Develop sales tools/collateral and deliver product training to both internal and external audiences.
Support shareholder advocacy and other efforts that drive Change Finance’s ESG impact.
Report regularly on sales progress.
Other duties as assigned.
Must currently hold, or be able to obtain, either FINRA Series 65 or Series 7 and Series 63 in accordance with Change Finance licensing policy.
Proven record of sales success (3 years minimum), financial services industry preferred.
Excellent verbal, written, and presentation skills.
Proficiency with CRM and other standard workplace technology platforms.
Understanding of and passion for ESG investment strategies.
Comprehensive knowledge of ETFs and other financial industry products and services.
Basic familiarity with compliance and regulatory requirements in the financial industry.
Undergraduate degree in any field or equivalent combination of training and experience.
Other Skills of Interest
Consultative, value-added sales approach.
Ability to multitask while working in a fast-paced high-growth environment.
Finance is the mother of all human systems: where capital flows, momentum follows. Change Finance builds impact-focused, performance-oriented exchange-traded funds (ETFs) that aim to change the world for the better, one investment at a time. Through a conscious, rigorous, rules-based approach to index and ETF construction, we’ve created investment products centered around social and environmental justice that we don’t believe sacrifice performance in the process. We believe doing good can profit people, planet, and investors. Won’t you join us?
Learn more about who we are and how we’re changing finance for the better.