обновлено 12 дней назад
Sr ETF Specialist (ETF)
160 000 - 175 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr ETF Specialist (ETF): Driving distribution, market share growth, and net sales across Invesco’s U.S.-listed ETF platform with an accent on client education, portfolio construction, and investment research. Focus on developing territory business plans, presenting ETF strategies to financial advisors, and supporting client engagement with up to 80% travel.
Location: San Francisco, California, United States; hybrid workplace model with at least four full days per week in an office and travel of up to 80%.
Salary: $160,000–$175,000 per year, plus incentive pay.
Company
is a global investment management firm offering investment strategies and vehicles across equity, fixed income, commodities, and alternative approaches.
What you will do
- Partner with Consultants to grow ETF market share and net sales across the U.S.-listed ETF platform.
- Support Consultants as the primary ETF specialist by developing business plans and delivering ETF and indexed-strategy resources.
- Educate clients on investment strategies, product positioning, and portfolio construction.
- Lead group and one-on-one presentations in virtual, phone, and in-person settings.
- Answer client questions about ETF product features and performance.
- Travel extensively to support client engagement and business development.
Requirements
- Series 7 and Series 63 licenses required.
- Bachelor’s degree in business, finance, or a related field.
- 5+ years of investment experience with deep ETF expertise.
- Experience working with financial advisors and managing a territory.
- Strong strategic thinking, client relationship management, presentation, communication, and interpersonal skills.
- Advanced quantitative, analytical, and investment research capabilities.
Nice to have
- CIMA or CFA certification.
Culture & Benefits
- Flexible paid time off.
- Hybrid work schedule with regular office collaboration.
- 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
- Inclusive workplace and equal opportunity employment practices.
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