Job Summary

• Serve as primary ETF subject matter expert for distribution teams, participating in client meetings and presentations across retail and institutional channels.
• Create and incorporate data into scorecards that measure the team’s activity and performance metrics to recommend insights that help shape the strategic direction for growth.
• Partner across functions including sales, marketing, product, capital markets, operations, compliance, and investment teams with the objective of building and growing the business by creating and strengthening client relationships.

Matching Summary

Salary

Base: $200,000 - $250,000/year; Bonus/Equity: Discretionary awards, eligibility for commissions; Benefits: Full range of medical, financial, 401(k), paid time off

Skills & Requirements

Key Requirements

• 10+ years financial services experience
• extensive ETF industry work
• wealth distribution space experience
• Bachelor’s degree in Finance, Economics, or related
• MBA; CFA, CAIA, CIMA, CFP desirable

Work Rights