Employer Industry: Investment Management
Why consider this job opportunity:
- Salary up to $165,000
- Eligible to participate in an incentive plan
- Opportunity for career advancement and professional development
- Work remotely with extensive travel opportunities
- Collaborative and inclusive work environment
- Chance to make a positive impact on clients and the community
What to Expect (Job Responsibilities):
- Represent the employer as a subject matter expert on ETFs, demonstrating in-depth knowledge of investment strategies and market dynamics
- Identify and develop new business opportunities for the employer's ETF product suite
- Collaborate with wholesalers nationally, serving as a subject matter expert on ETF offerings
- Construct and execute a strategic distribution plan to acquire new clients in ETF professional buyer channels
- Conduct regular product training presentations for internal and external sales teams and travel to industry events
What is Required (Qualifications):
- Bachelor’s degree; MBA and/or CFA, CAIA, CIMA, CFP designations desirable
- Minimum of 7 years of experience in the financial services/investment management industry
- Extensive experience in the ETF industry with strong analytical and communication skills
- Experience supporting fixed income and/or alternative ETFs is desired
- FINRA Series 7 & 63 licenses required
How to Stand Out (Preferred Qualifications):
- Advanced degrees or additional professional designations (MBA, CFA, CAIA, CIMA, CFP)
- Proven track record of developing strategic relationships across various teams
- Experience in product training and presentations
- Strong understanding of legal and compliance aspects related to ETF offerings