Job Description
Overview
As a Director, ETF Specialist, you will be at the forefront of shaping the ETF growth strategy, driving sales momentum, expanding market share, and accelerating asset growth in a fast‑evolving investment landscape. Your deep product expertise and relationship‑building skills will influence outcomes by supporting advisors in their decision‑making and enhancing the firm’s visibility across the industry.
Responsibilities
- Drive ETF sales by partnering with regional sales teams to develop and execute ETF sales strategies.
- Collaborate with wholesalers to analyze and segment their client base, enabling the identification of targeted ETF opportunities within each region.
- Act as a trusted expert to financial advisors, helping them integrate ETF strategies into diversified portfolios.
- Deliver client presentations, webinars, and training sessions to promote understanding of ETF solutions.