Drive all ETF and Alt-related sales activities in a specific region, collaborating with national wholesaling teams and identifying investment opportunities for advisors
Job Summary
Drive all ETF and Alt-related sales activities in a specific region, collaborating with national wholesaling teams and identifying investment opportunities for advisors.
Craft and implement a regional ETF and Alternatives strategy, providing monthly updates to management and advocating for the strategy when market opportunities arise.
Educate a wide range of retail clients on ETF/Alt products and related capital markets information, delivering timely communications on fund features and performance.
Matching Summary
Drive all ETF and Alt-related sales activities in a specific region, collaborating with national wholesaling teams and identifying investment opportunities for advisors.