Associate Investment Specialist
neos investmentsHartford (CT)
Associate Investment Specialist
Posted 3 days ago
neos investmentsHartford (CT)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
Location:
Westport, CTRole: Full-Time | Early-CareerNEOS is one of the fastest-growing ETF issuers in the industry, and we’re expanding our distribution team. We’re looking for a high-energy, driven Associate Investment Specialist to drive top-of-funnel activity, qualify leads, and book qualified meetings for our senior Investment Specialists. If you're ambitious, coachable, and ready to break into asset management, this is an outstanding opportunity to grow within a fast-paced, high-performance sales organization.
What You’ll Do:
· Make outbound phone calls and send targeted outreach to financial advisors· Book qualified meetings for senior partners· Support campaigns, product launches, and firm-specific initiatives· Research advisors, firm structures, and product usage· Maintain accurate notes and activity in Salesforce· Learn the NEOS product lineup (SPYI, QQQI, BTCI, IAUI, TLTI, BNDI, HYBI, etc.)
What We’re Looking For:
· 0–3 years of experience (finance or sales preferred)· Strong communication skills and a high level of drive· Comfort with outbound calling and hitting measurable targets· Highly organized, detail-oriented, and eager to advance· SIE, Series 63, and Series 7 (or willingness to obtain soon after joining) required· Candidate must be able to pass a comprehensive pre-employment background check Why NEOS· One of the fastest-growing ETF issuers· High-performance culture with rapid career mobility· Hands-on training, mentorship, and exposure to a top-tier distribution model
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
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Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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