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Associate Investment Specialist

Job in Westport, Fairfield County, Connecticut, 06889, USA
Listing for: NEOS Investments
Full Time position
Listed on 2025-12-30
Job specializations:
  • Sales
    Sales Development Rep/SDR
Salary/Wage Range or Industry Benchmark: 65000 USD Yearly USD 65000.00 YEAR
Job Description & How to Apply Below

NEOS 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.

Compensation: $65,000 base + discretionary bonus

The base salary for this position is $65,000. NEOS offers a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package.

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
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Position Requirements
10+ Years work experience
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