3 дня назад
Associate ETF Specialist
80 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate ETF Specialist (ETFs/Asset Management): Supporting ETF Specialists in expanding distribution of Invesco’s ETF products through broker-dealer, RIA, and private client channels with an accent on client analytics, product education, and territory management. Focus on analyzing fund features and performance, developing portfolio implementation insights, and delivering presentations that differentiate the ETF platform.
Location: Downers Grove, Illinois, United States; hybrid schedule with at least four full days per week in an office
Salary: $80,000–$100,000 per year, plus incentive pay
Company
is a global investment management firm offering investment strategies and vehicles to clients worldwide.
What you will do
- Support ETF Specialists with territory management, client meeting preparation, and responses to product, performance, and fund analysis requests.
- Provide coverage across client geographies and retail distribution channels, including broker-dealers, RIAs, and private client groups.
- Respond to internal sales desk inquiries and help expand client reach and coverage.
- Partner with Marketing, Insights, and Analytics on commercialization and client ETF data analysis.
- Educate internal and external partners on investment strategies, product positioning, and portfolio implementation across ’s ETF range.
- Deliver individual and group presentations explaining and differentiating ’s ETF platform.
Requirements
- Undergraduate degree in business, finance, or a related discipline.
- 1–4 years of sales or financial services experience; prior ETF experience and knowledge are highly preferred.
- Series 7 and 63 licenses are preferred and must be obtained within three months of hire.
- Strong knowledge of ETFs, capital markets, portfolio analytics, and investment research.
- Excellent presentation, verbal, written communication, and interpersonal skills.
- Self-motivated, collaborative, flexible, entrepreneurial, and growth-oriented approach.
Culture & Benefits
- Hybrid workplace model with regular office collaboration.
- Flexible paid time off.
- 401(k) matching at 100% up to the first 6%, with a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
- Inclusive culture and equal employment opportunity practices.
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