Responsibilities include, but are not limited to:
- Drive the strategic vision of the ETF program and lead the execution of long-term product development and research roadmaps to position the platform for expansion and innovation
- Leverage data from scorecards, sales activity, and performance metrics to recommend insights, shape strategic solutions, and identify new growth opportunities
- Monitor product health through dashboards and reporting, evaluating performance against established goals to ensure alignment and success
- Coordinate ETF promotion and cross-functional initiatives to enhance collaboration across Investment, Legal, Operations, Distribution, and Finance divisions
- Communicate timely and relevant product updates and insights across the organization
- Develop strategic ETF sales insights and integrated marketing plans, partnering with sales, marketing, and product teams to ensure cohesive messaging and optimized distribution
- Create and implement national sales strategies to increase ETF assets under management (AUM)
- Cultivate relationships with financial advisors, institutions, and key stakeholders to promote ETF adoption and expand market presence
- Serve as a brand ambassador by representing the firm at industry conferences, advisor forums and key events that showcase our ETF offerings and reinforce our leadership in the marketplace
- Mitigate risk by ensuring all sales practices strictly adhere to regulatory guidelines and internal compliance standards, safeguarding the firm’s integrity and client trust
- Perform other tasks and duties as assigned and required
Experience and Skills
- Bachelor’s Degree from an accredited university required; MBA or advanced degree preferred
- 5+ years of ETF or financial services product management experience; sales experience a plus
- Series 7 and 63 or 66 licenses required
- Subject matter expertise in ETF construction, regulatory frameworks, and industry best practices
- Excellent communication, collaboration, and influencing skills
- Ability to travel as national sales responsibilities expand
- Outstanding communication, presentation, and leadership skills
- Excellent organizational and time management skills
- Analytical and data-driven problem solver
