ETF Growth Lead for Advisor Partnerships

Focus Financial Partners

United States

On-site

USD 110,000 - 170,000

Full time

14 days+
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
401(k)

Job summary

Focus Financial Partners is seeking a seasoned Business Development professional to drive ETF distribution and advisor engagement across RIAs, family offices, and wealth managers. You will build a robust sales pipeline, educate advisors on ETF implementations, and convert opportunities into long‑term client partnerships.

This role requires a strong understanding of ETFs, portfolio construction, and evidence‑based investing, plus excellent presentation and relationship‑building skills.

Qualifications

  • 5+ years of experience in ETF distribution, asset management, wealth management, or financial advisor business development.
  • Demonstrated success developing new business and cultivating advisor relationships.
  • Strong understanding of ETFs, portfolio construction, investment markets, and evidence‑based investing principles.
  • Excellent presentation, communication, and relationship‑building skills.
  • Ability to explain complex investment concepts in a clear and practical manner.
  • Self‑starter with an entrepreneurial mindset and strong sense of ownership.
  • Highly organized with excellent follow‑through and pipeline management skills.
  • Comfortable working independently within a fast‑paced, high‑growth environment.
  • Bachelor’s degree preferred; industry licenses (Series 7, 63, 65, or CFA) are beneficial but not required.

Responsibilities

  • Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms.
  • Generate new business opportunities through proactive outbound prospecting and networking.
  • Build and manage a healthy pipeline of prospective advisor relationships.
  • Convert opportunities into long‑term client partnerships and ETF allocations.
  • Expand the firm’s presence within the evidence‑based investing community.
  • Educate advisors on ETF implementation, portfolio construction, tax‑efficient investing, and long‑term investment strategies.
  • Serve as a trusted resource for advisors evaluating investment implementation decisions.
  • Differentiate the firm’s investment philosophy through thoughtful, consultative conversations.
  • Build credibility and long‑term relationships based on trust and expertise.
  • Partner with leadership to refine business development strategy and market positioning.
  • Contribute to marketing initiatives, advisor education, and thought leadership content.
  • Represent the firm at conferences, industry events, and advisor meetings.
  • Provide market feedback to help shape future product positioning and growth initiatives.

Skills

ETF distribution
Wealth management
Advisor engagement
Relationship building
Pipeline management

Education

Bachelor's degree preferred

Job description

Focus Financial Partners is seeking a seasoned Business Development professional to drive ETF distribution and advisor engagement across RIAs, family offices, and wealth managers. You will build a robust sales pipeline, educate advisors on ETF implementations, and convert opportunities into long‑term client partnerships.

This role requires a strong understanding of ETFs, portfolio construction, and evidence‑based investing, plus excellent presentation and relationship‑building skills.

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