4 дня назад
Associate ETF Specialist (ETF)
80 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate ETF Specialist (ETF/Asset Management): Supporting ETF Specialists in expanding market penetration through retail distribution channels with an accent on client coverage, product analysis, and investment strategy education. Focus on analyzing fund performance and portfolio data, developing client insights, and delivering presentations that differentiate Invesco’s ETF platform.
Location: Downers Grove, Illinois, United States. Hybrid workplace model requiring at least four full days per week in an office.
Salary: $80,000–$100,000 per year, plus incentive pay.
Company
Global investment management firm offering investment strategies and vehicles across markets, including a broad range of US-listed ETFs.
What you will do
- Support ETF Specialists with territory management, client meeting preparation, and responses to product, performance, and fund analysis requests.
- Provide geographic and client-channel coverage across broker-dealers, RIAs, and private client groups.
- Partner with the Internal Sales Desk and serve as backup coverage when ETF Specialists are unavailable.
- Coordinate with Marketing, Insights & Analytics to support commercialization and uncover client insights from ETF data.
- Educate internal and external partners on investment strategies, product positioning, and portfolio implementation.
- Deliver individual and group presentations explaining and differentiating the ETF platform.
Requirements
- Undergraduate degree in business, finance, or a related discipline.
- 1–4 years of sales or financial services experience, with knowledge of and prior experience with ETFs strongly preferred.
- Series 7 and 63 licenses preferred; licenses must be obtained within three months of hire.
- Strong understanding of ETFs, capital markets, portfolio analytics, and investment research.
- Excellent presentation, verbal, written, interpersonal, and collaborative communication skills.
- Growth mindset, business-owner mentality, self-motivation, and an entrepreneurial approach.
Culture & Benefits
- Hybrid work schedule with regular office collaboration.
- Flexible paid time off.
- 401(k) matching of 100% on the first 6% with a discretionary supplemental contribution.
- Health and wellbeing benefits.
- Parental leave and employee stock purchase plan.
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