Key Responsibilities

Investments

  • Design and oversee ETF capital markets global workflows and processes aligned with Dimensional’s investment approach of systematic active portfolio management, frequent, low-cost portfolio rebalancing, and high diversification.
  • Ensure competitive ETF market quality in US and non-US listings; provide oversight of ETF volume, primary flows, premiums/discounts, short interest and borrow and identify trends.
  • Develop and report on key performance indicators of market quality, flows, and business processes to investment leadership.
  • Collaborate with investment teams, Legal and Compliance to create and maintain ETF-specific policies and procedures, especially as they pertain to custom baskets.

Relationship Management

  • Develop and oversee implementation of global broker relationship strategy for ETF capital markets, collaborating with the Global Head of Trading.
  • Drive relationship strategy across the ETF capital markets ecosystem, including authorized participants, market makers, trading platforms, and exchanges.
  • Work closely with the global broker dealer community to promote efficient primary and secondary market activity in Dimensional ETFs.
  • Manage relationships with vendors pursuant to pricing and trading data while contributing to the build out of new tools and processes to monitor ETFs and identify future capabilities.

External Presence

  • Partner with Dimensional’s Global Client Group to ensure clients and prospects have an exceptional experience, especially in facilitation of client trades in ETFs.
  • Effectively present Dimensional’s value proposition as it relates to ETFs in high stakes meetings with clients, prospects, and industry groups.
  • Serve as an expert on the ETF landscape and execution capabilities to support clients. Maintain a high degree of knowledge of  top clients and competitors.
  • Work closely with Dimensional’s Investment teams,  and Global Client Group to provide insight on and contribute to thought leadership on the ETF market and structure.
  • Represent the firm in media and at industry conferences and events.

Leadership

  • Provide strategic recommendations to senior leadership, demonstrating deep knowledge of the competitive landscape, client demand, and relevant regulations.
  • Partner with Portfolio Management, Trading, Investment Operations, Technology, Legal, and Compliance to effectively grow and operationalize our lineup of ETF products.
  • Lead, motivate, and develop the global ETF Capital Markets team through coaching and mentorship.  Set goals and guidelines and work through them to deliver results at scale.
  • Define team structure and responsibilities and ensure accountability.
  • Communicate firm and department-level objectives to the team, set priorities, and align resources accordingly.

Experience/Qualifications

  • Minimum of 12 years of relevant ETF Capital Markets industry experience, including a track record of success in a leadership capacity.
  • Experience with active ETFs and US and non-US listed ETFs preferred.
  • Strong relationship management skills and existing industry relationships across the ETF ecosystem.
  • Thorough understanding of ETF operations, portfolio management, trading, and market structure.
  • Knowledge of a range of asset classes including equities, fixed income, and FX.
  • Strong interpersonal and communication skills. Demonstrated ability to collaborate across a wide range of internal and external stakeholders.
  • Established track record of delivering results in a complex environment.
  • Demonstrated strong ability to analyze problems, design solutions, and communicate them effectively and confidently (both verbal and written) with relevant stakeholders to gain buy-in.
  • Comfort with ambiguity and proven ability to structure problems and develop analytical frameworks.
  • Entrepreneurial drive and demonstrated ability to achieve stretch goals in an innovative and fast-paced environment.
  • A bachelor’s degree is required, and an MBA or CFA a plus.
  • Series 7 & 63 are required.

Source: for more information click here.

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