Institutional Internal ETF Sales Specialist

Innovator ETFs; Wheaton (IL); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading asset management firm in Wheaton, IL is seeking an Institutional Internal ETF Sales Specialist to promote and distribute its ETF product lineup to institutional investors. The role involves developing relationships, driving sales growth, and educating clients about the products. The ideal candidate will have a Bachelor's degree in a relevant field, strong communication skills, and a solid grasp of investment markets. Familiarity with Salesforce is preferred. This position requires in-office work five days per week.

Qualifications

• Bachelor's degree is required.
• Strong understanding of investment products and financial markets.
• Proven sales ability and client relationship management skills.
• Proven sales ability and client relationship management.
• SIE, Series 7 + 63 licenses (often required or preferred).
• High level of motivation, organization, and attention to detail.

Responsibilities

• Develop and maintain strong relationships with institutional clients.
• Promote investment products and solutions aligned with client needs.
• Drive sales and asset growth within the institutional channel.
• Conduct outbound calls, virtual meetings, email campaigns and presentations to educate clients.
• Stay informed on market trends, regulatory changes, and product updates.
• Track sales metrics and maintain Salesforce records.
• Provide exceptional client service and follow-up support.

Skills

Excellent communication and interpersonal skills

Strong understanding of investment products

Proven sales ability

Client relationship management

Motivation and organization

Education

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

Tools

Salesforce

Job description

Institutional Internal ETF Sales Specialist

Job Type: Full Time

Number of hires for this role: 1

Job Location: Wheaton, IL (5 days per week in office)

Qualifications

• Bachelor's (Required)

About Us

Innovator ETFs is a leading asset manager known for pioneering Defined Outcome ETFs. Founded by a team of entrepreneurs and industry pioneers, Innovator is guided by a legacy of innovation and thought leadership. Innovator manages >$30 Billion across 150+ ETFs and is one of the fastest-growing ETF issuers. As part of our growth, we’re seeking an Institutional Internal ETF Sales Specialist to support the Head of Institutional Strategy in driving our ETF initiatives.

In December 2025, Innovator announced its intention to be acquired by Goldman Sachs. The deal is scheduled to close Q2 2026.

Position Overview

An Internal Institutional Sales Specialist at Innovator is responsible for promoting and distributing our ETF product line-up to institutional investors. This role supports the Head of Institutional Strategy by building relationships, generating leads, and providing product expertise.

Key Responsibilities

• Develop and maintain strong relationships with institutional clientele (OCIOs, asset managers, endowments, foundations, health plans, pensions, sovereigns, family offices)
• Promote investment products and solutions aligned with client needs.
• Drive sales and asset growth within the institutional channel.
• Conduct outbound calls, virtual meetings, email campaigns and presentations to educate clients.
• Stay informed on market trends, regulatory changes, and product updates.
• Track sales metrics and maintain Salesforce records.
• Provide exceptional client service and follow-up support.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Strong understanding of investment products and financial markets.
• Excellent communication and interpersonal skills.
• Proven sales ability and client relationship management.
• SIE, Series 7 + 63 licenses (often required or preferred).
• High level of motivation, organization, and attention to detail.