Key Responsibilities
Strategic Execution & Operational Leadership
- Serve as a trusted delegate to the Head of ETFs.
- Execute strategic initiatives and lead cross-functional initiatives.
- Ensure continuity of leadership and decision-making.
- Lead internal coordination across ETF business functions, including product development, distribution, marketing, capital markets, operations, and compliance.
Capital Markets & Trading
- Oversee capital markets functions and maintain relationships with APs, market makers, exchanges, and custodians.
- Provide education and sales support on capital markets related topics, including ETF trading, liquidity, and execution best practices.
- Research and evaluate capital markets impact on product design and oversee operational capital markets integration as needed.
Product Development & Innovation
- Drive the product roadmap through ideation, design, and launch of new ETFs.
- Conduct market analysis and investor demand assessments.
- Collaborate across the firm and the ETF ecosystem to ensure timely and efficient product launches.
Distribution Strategy & Sales Enablement
- Partner with sales, strategic accounts, client portfolio managers, and marketing to develop go-to-market strategies, provide education and product narratives, and support the product approval process.
- Support key account relationships and participate in client engagements as needed.
Marketing, Education & Thought Leadership
- Support multi-functional ETF messaging, content development, and educational initiatives.
- Represent Raymond James at industry events and media engagements.
Program Management & Process Optimization
- Lead program management for strategic initiatives and work with the project management team to ensure alignment and timely execution.
- Identify and implement process improvements to enhance scalability and efficiency.
Regulatory & Industry Engagement
- Monitor regulatory developments and ensure business compliance.
- Participate in industry working groups and advocate for ETF innovation and investor protection.
Qualifications
- 10+ years of experience in the ETF industry across multiple functions.
- Proven track record of launching and scaling ETF products.
- Strong understanding of ETF mechanics, trading, and regulatory landscape.
- Excellent leadership, communication, and stakeholder management skills.
- Strategic thinker with strong execution capabilities.
- Bachelor’s degree required; MBA, CFA, or other advanced credentials preferred.
Preferred Experience
- Prior leadership role at an ETF issuer, asset manager, or market-making firm.
- Experience working with APs, exchanges, and ETF service providers.
- Familiarity with ETF data analytics, pricing models, and liquidity metrics.
- Exposure to active ETF strategies.
