ETF Business Development Consultant

Advisors Asset Management, Inc.; Chicago (IL); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement savings plan with 1:

Company-paid basic life and AD&D

Company-paid short- and long-term dis

Paid time off

EAP and fitness reward program

Voluntary benefits: LegalShield/IDSh }

Job summary

Advisors Asset Management, Inc. (AAM), a GreenOak Company, is seeking an ETF Business Development Consultant.

This hybrid sales role combines business development, relationship management, investment consulting, and ETF product expertise to support the continued expansion of AAM's ETF business. The successful candidate will develop relationships with financial advisors, RIAs, broker-dealers, family offices, and institutional investors while serving as a subject matter expert on AAM's ETF

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field, or equivalent relevant professional experience.
• 1–3 years of experience in ETF sales, asset management distribution, business development, advisor consulting, or financial services.
• Strong understanding of ETFs, portfolio construction, capital markets, and investment management concepts.
• Excellent communication, presentation, and consultative selling skills.
• Series 7 and Series 66 licenses required or ability to obtain within a specified timeframe.

Responsibilities

• Drive asset growth and adoption of AAM ETFs through proactive business development and relationship management.
• Develop and maintain relationships with financial advisors, RIAs, broker-dealer representatives, family offices, and institutional investors.
• Identify, qualify, and cultivate new business opportunities while expanding existing advisor relationships.
• Serve as a subject matter expert on AAM ETFs, including portfolio construction applications, investment strategies, performance drivers, and market positioning.
• Conduct advisor meetings, product presentations, webinars, and educational sessions focused on ETF solutions and portfolio implementation.
• Educate advisors on ETF structure, trading considerations, liquidity, capital markets dynamics, and best practices for implementation.
• Provide portfolio construction insights and consultative support to help advisors address client investment objectives and portfolio challenges.
• Support advisor due diligence efforts through product education, competitive analysis, portfolio analytics, and market commentary.
• Collaborate with Marketing on advisor outreach campaigns, thought leadership initiatives, conferences, and educational events.
• Partner with Product Management and Investment Management teams to communicate market insights, product enhancements, and investment themes.
• Work alongside Capital Markets professionals to support ETF trading education and execution best practices.
• Utilize Salesforce and other CRM tools to manage advisor interactions, pipeline activity, sales opportunities, and relationship development efforts.
• Monitor industry trends, competitor activity, advisor adoption patterns, and ETF market developments to identify growth opportunities.
• Contribute to strategic initiatives designed to expand AAM's ETF distribution footprint and enhance the firm's presence within the wealth management community.

Skills

Relationship management

Advisors engagement

Consultative selling

Presentation skills

CRM (Salesforce)

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Salesforce

Job description

Advisors Asset Management, Inc. (AAM), a GreenOak Company, is seeking an ETF Business Development Consultant. This role is responsible for driving advisor engagement, business development, and asset growth across AAM's ETF platform. This hybrid sales role combines business development, relationship management, investment consulting, and ETF product expertise to support the continued expansion of AAM's ETF business.

The successful candidate will develop relationships with financial advisors, registered investment advisors (RIAs), broker-dealers, family offices, and institutional investors while serving as a subject matter expert on AAM's ETF strategies. This role will partner closely with Product Management, Marketing, Capital Markets, and Investment Management teams to increase awareness, adoption, and utilization of AAM ETFs.

Location: New York, NY

Compensation:

Base Salary: $55,000 annually

Incentive Compensation: This position is eligible for commissions, with anticipated annual commission potential of $90,000-$110,000, paid quarterly and subject to the terms of AAM’s applicable compensation plan

• Drive asset growth and adoption of AAM ETFs through proactive business development and relationship management.
• Develop and maintain relationships with financial advisors, RIAs, broker-dealer representatives, family offices, and institutional investors.
• Identify, qualify, and cultivate new business opportunities while expanding existing advisor relationships.
• Serve as a subject matter expert on AAM ETFs, including portfolio construction applications, investment strategies, performance drivers, and market positioning.
• Conduct advisor meetings, product presentations, webinars, and educational sessions focused on ETF solutions and portfolio implementation.
• Educate advisors on ETF structure, trading considerations, liquidity, capital markets dynamics, and best practices for implementation.
• Provide portfolio construction insights and consultative support to help advisors address client investment objectives and portfolio challenges.
• Support advisor due diligence efforts through product education, competitive analysis, portfolio analytics, and market commentary.
• Collaborate with Marketing on advisor outreach campaigns, thought leadership initiatives, conferences, and educational events.
• Partner with Product Management and Investment Management teams to communicate market insights, product enhancements, and investment themes.
• Work alongside Capital Markets professionals to support ETF trading education and execution best practices.
• Utilize Salesforce and other CRM tools to manage advisor interactions, pipeline activity, sales opportunities, and relationship development efforts.
• Monitor industry trends, competitor activity, advisor adoption patterns, and ETF market developments to identify growth opportunities.
• Contribute to strategic initiatives designed to expand AAM's ETF distribution footprint and enhance the firm's presence within the wealth management community.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field, or equivalent relevant professional experience.
• 1-3 years of experience in ETF sales, asset management distribution, business development, advisor consulting, or financial services.
• Strong understanding of ETFs, portfolio construction, capital markets, and investment management concepts.
• Excellent communication, presentation, and consultative selling skills.
• Series 7 and Series 66 licenses required or ability to obtain within a specified timeframe.

Preferred Experience:

• ETF issuer, asset management, or wealth management experience.
• Experience supporting equity and fixed income ETFs, CLO strategies, preferred securities, alternative income, or institutional investment products.
• Familiarity with ETF capital markets, creation/redemption processes, secondary market trading, and liquidity considerations.
• Demonstrated success in asset gathering, territory development, and relationship management.
• Proficiency with Salesforce, Microsoft Office Suite, and investment industry research platforms.

Benefits:
AAM offers eligible employees a comprehensive benefits package designed to support their health, financial well-being, and work-life balance, including:

• Medical, dental, and vision coverage
• Health Reimbursement Account (HRA) and Health Savings Account (HSA) options
• Flexible Spending Accounts (FSA)
• 401(k) retirement savings plan with employer matching contributions
• Company-paid basic life and AD&DD insurance
• Company-paid short- and long-term disability coverage
• Paid time off
• Employee Assistance Program (EAP) and fitness reward program
• Additional voluntary benefits, including supplemental life insurance, LegalShield/IDShield, and pet insurance

Benefits are subject to eligibility requirements and the terms and conditions of the applicable benefit plans and company policies.

Advisors Asset Management (AAM) is becoming GreenOak. GreenOak is a global investment platform serving institutional and high-net-worth investors. We invest in both public and private markets across credit and real assets through a range of strategies designed to meet diverse investment objectives. GreenOak brings together the investment capabilities represented by BGO, Crescent Capital, InfraRed Capital Partners, SLC Fixed Income, and AAM under one global brand, and is wholly owned by Sun Life Financial

With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or other protected status as required by applicable local, state, and federal laws.

AAM is a SEC-registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.

We are an Equal Opportunity Employer and a participant in E-Verify.