11 дней назад
Sr ETF Specialist (ETF)
180 000 - 190 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr ETF Specialist (ETF): Driving market penetration, client education, and sales of US-listed ETF products across retail distribution channels with an accent on capital markets, portfolio analytics, and investment research. Focus on building consultant relationships, differentiating ETF strategies, delivering client presentations, and supporting growth across geographically assigned territories.
Location: United States; territory-based coverage with travel required. The workplace model requires spending at least four full days each week in an office, and up to 80% travel may be required.
Salary: $180,000–$190,000 base per year in New York, NY, plus incentive pay.
Company
is a global investment management firm offering investment strategies and vehicles across equity, fixed income, commodities, and multiple ETF investment styles.
What you will do
- Partner with market teams and consultants to grow market share and net sales for US-listed ETFs.
- Drive ETF sales and awareness among broker-dealers, RIAs, and private client groups.
- Connect market teams with internal ETF resources, index providers, and other stakeholders.
- Educate clients on investment strategies, product positioning, and portfolio implementation across the ETF range.
- Deliver individual and group presentations explaining and differentiating the ETF platform.
- Respond to client inquiries about fund features and performance while serving as the main field contact for consultant ETF needs.
Requirements
- Undergraduate degree in business, finance, or a related discipline.
- At least five years of investment-related experience with specific ETF expertise.
- At least five years of client-facing or business development experience in wholesale investment services.
- Strong knowledge of ETFs, capital markets, portfolio analytics, and investment research.
- Series 7 and 63 licenses required.
- Excellent presentation, communication, quantitative, analytical, relationship-building, and interpersonal skills.
Nice to have
- CIMA or CFA certification.
Culture & Benefits
- Hybrid workplace model with regular office attendance.
- Flexible paid time off.
- 401(k) matching at 100% of the first 6%, with a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
- Collaborative environment focused on innovation, growth, and client service.
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