ETF Specialist

Job Purpose: 

• The Internal ETF Specialist will proactively build business partnerships with advisors in a defined geographic territory and execute existing territory business plans
• The Internal ETF Specialist will answer incoming sales and investment related phone calls specifically for ETFs
• The incumbent will be responsible for meeting daily outbound call goals and staying current with the ETF market.

Your Responsibilities: 

• Partner with Advisor Consultants to manage and cultivate key advisor and strategist relationships and develop ETF sales through those contacts
• Partner with Advisors Consultants in a specific territory to generate sales and revenue
• Educate, train and interact with other distribution areas and partners within Nuveen to enhance awareness of the ETF offerings
• Maintain knowledge of industry related topics and maintain proficiencies in delivering value-added presentations to advisor and other audiences
• Update activity logs in contact management system and work with Sales Management on various project initiatives.

Skills and Qualifications:  

• This position requires an extensive background in the ETF space, with a high level of knowledge around capital markets, factor investing and asset allocation
• Minimum of three years’ experience in a field consulting/sales role within the investment industry
• Minimum of three years’ ETF related experience within either a sales, product, or investment role
• Bachelor’s degree required, MBA and/or industry designations preferred
• FINRA Series 7 and 63 licenses
• Excellent verbal and written communication skills
• Self-driven with ability to build manage key internal and external relationships
• Experience developing and implementing sales and marketing business plans
• Strong investment acumen and background
• Strong analytical and critical thinking skills
• Comfortable with extensive travel.