Etf Sma Specialist

Nuveen

Base: $160,000pyr - $200,000pyr; bonus/equity: pyr...
Not specified, but likely hybrid due to travel requirements.
5+ years direct indexing experience
Series 7 and series 63 finra registrations
25-50% travel requirement
Nuveen is seeking an ETF and SMA Specialist who will build business partnerships internally and externally to enhance the firm's market share in ETFs and SMAs. The role requires extensive experience in direct indexing and involves significant travel for client meetings

Job Summary

  • The role is responsible for building ETF and SMA business with allocators and professional buyers in a defined geographic area.
  • Candidates must maintain knowledge of competitor products and act as a subject matter expert to educate distribution partners.
  • The position offers a competitive compensation package including base salary, potential incentive programs, and comprehensive benefits.

Matching Summary

Match Score: 85

Nuveen is seeking an ETF and SMA Specialist who will build business partnerships internally and externally to enhance the firm's market share in ETFs and SMAs. The role requires extensive experience in direct indexing and involves significant travel for client meetings.

Salary

Base: $160,000/yr - $200,000/yr; Bonus/Equity: Participation in annual discretionary or sales incentive plans; Benefits: Comprehensive retirement, health, wellness, and work life offerings

Skills & Requirements

Must-have

  • 5+ years direct indexing experience
  • Series 7 and Series 63 FINRA registrations
  • 25-50% travel requirement
  • Relationships with TAMPs and RIAs
  • Asset allocation and tax considerations expertise

Nice-to-have

  • 7+ years of relevant industry experience
  • Experience coaching junior team members
  • Proficiency in delivering value-added presentations
  • Knowledge of competitor products and trends
  • Ability to work independently with limited supervision

Key Requirements

  • University degree required
  • Series 7 registration required
  • Series 63 registration required
  • Minimum 3 years direct indexing experience
  • US work authorization implied by EEO statement

Work Rights

Not specified

Tailored Resume

Cover Letter