Senior ETF Product Specialist

About This Role

Drive the strategic vision and execution of the ETF program, focusing on product development, research, and sales leadership. Cultivate relationships with financial advisors and institutions to expand market presence and increase ETF assets under management.

Responsibilities

• Drive the strategic vision of the ETF program and lead the execution of long-term product development and research roadmaps
• 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
• 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
• 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
• Mitigate risk by ensuring all sales practices strictly adhere to regulatory guidelines and internal compliance standards

Requirements

• Bachelor's Degree
• 5+ years of ETF or financial services product management experience
• Series 7 and 63 or 66 licenses
• 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

Qualifications

• Bachelor's Degree from an accredited university
• 5+ years of ETF or financial services product management experience

Nice to Have

• MBA or advanced degree
• Sales experience

Benefits