ETF Salesperson – AI Funds

Milliman

📍 Chicago, Illinois, United States

Full Time Business Operations Specialists

Job Description

The Department 

The Financial Risk Management Distribution Team interacts closely with portfolio management, trading, portfolio strategist, and marketing teams in a collaborative effort to grow assets under management. The main clientele of the distribution team are RIA’s, family offices, banks, wire house, B/D financial advisors and institutional investors.


The Role 


The ETF Salesperson – AI Funds role is part of our expanding sales team. We are seeking a results-oriented individual to drive the adoption of AI Funds’ ETF offerings by actively engaging with financial advisors and investment professionals in the field.


Responsibilities: 

  • Develop and execute a strategic external sales plan to achieve and exceed sales targets within the assigned territory.

  • Proactively identify, target, and establish relationships with financial advisors, RIAs, broker-dealer representatives, and other investment professionals w...
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