ETF Growth Advisor & Business Development Lead

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 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