ETF Specialist

Overview

This role involves serving as an ETF subject matter expert for distribution teams during a period of U.S. market expansion. The position combines product expertise with client-facing responsibilities to support growth and market penetration across distribution channels.

The employer is seeking an ETF Specialist to join its ETF team. This position reports into the Head of ETF Specialists.

Responsibilities

• Act as the primary ETF subject matter expert for distribution teams, including participation in client meetings and presentations across retail and institutional channels
• Develop and deliver group and individual presentations and communications to advisors
• Identify and develop new business opportunities and strategic relationships
• Create and incorporate data into scorecards to measure team activity and performance metrics and recommend insights to support strategic growth
• Lead training sessions for internal and client stakeholders on ETF mechanics, industry landscape, and the employer’s ETF capabilities
• Partner across sales, marketing, product, capital markets, operations, compliance, and investment teams to build and grow the business through strong client relationships
• Share client insights with the product team to inform product roadmap strategy
• Monitor ETF industry trends to develop commentary, insights, and thought leadership
• Travel as expected

Requirements

• Bachelor’s degree in Finance, Economics, or a related field
• MBA; CFA, CAIA, CIMA, CFP designations desirable
• 5+ years’ financial services experience, ideally with extensive work in the ETF industry and experience in the wealth distribution space, primarily with RIAs
• Deep understanding of financial markets and investment products
• Strong communication and collaboration skills
• Solid understanding of data to synthesize information and drive results

Compensation & Benefits

• Expected base pay range at commencement of employment: $150,000 to $180,000 per year*
• Base pay may vary based on individualized factors including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience.
• Total compensation may include other elements such as a sign-on bonus, restricted stock units, and discretionary awards, in addition to a full range of medical, financial, and/or other benefits.
• Benefits may include 401(k) eligibility and paid time off benefits such as vacation, sick time, and parental leave (details provided if an offer is made).

The footnote information above is included as provided. If hired in the U.S., the position is at-will, and the employer reserves the right to modify base salary (and any other discretionary compensation programs) at any time, including for reasons related to individual performance, company/department/team performance, and market factors.

Location

• Flexible location; open to candidates based anywhere in the U.S.