ETF & Model Portfolio Specialist
Core
Client-facing business development role driving ETF and model portfolio adoption across financial advisors, platforms, and intermediary channels to grow assets under management (AUM).
Role type
Senior business development specialist (ETF & model portfolios)
Builds
ETF and model portfolio solutions for financial advisors and platforms
Domain
Financial services / Asset management / ETFs
Deliverable
client delivery
Required skills
territory management, pipeline creation, advisor acquisition, AUM growth, portfolio construction, asset allocation, CRM management, sales enablement, market insights delivery, training delivery, stakeholder partnership
Preferred skills
CFA or CIMA designation, ETF structure and trading dynamics expertise, Salesforce proficiency, established local market presence
Technologies
Salesforce, CRM tools, analytics tools
Responsibilities
Own territory-level business development and hit annual sales goals; Drive distribution across broker-dealers, RIAs, and strategic platforms; Serve as subject matter expert on ETF and model portfolio solutions; Help advisors integrate ETFs and model portfolios into client portfolios; Partner with Business Consultants to drive coordinated sales outcomes; Deliver training and education to internal teams; Utilize CRM and analytics tools to manage pipeline and report on KPIs; Represent the firm at conferences and client events
Seniority
Senior, hands-on IC with territory ownership