ETF & Model Portfolio Specialist

This role will drive marketing initiatives focused on growth, customer acquisition, brand performance, and measurable demand creation. You will collaborate with analytics, product, creative, and commercial teams to turn market insights into scalable campaigns, testing strategies, and performance improvements. The position offers the opportunity to directly influence customer engagement, conversion performance, and revenue growth within a regulated financial services environment.

Location: Remote - US based candidates only, no visa sponsorship available

Responsibilities

• Own territory-level ETF and model portfolio business development
• Drive distribution across broker-dealers, RIAs, and strategic platforms
• Manage territory to hit annual ETF and Model Portfolio sales goals
• Serve as a subject matter expert on ETF and model portfolio solutions
• Help advisors integrate ETFs and model portfolios into client portfolios
• Deliver timely market insights, product updates, and practice management ideas
• Leverage digital tools and virtual engagement strategies to increase scale and efficiency

Requirements

• Bachelor's degree or equivalent experience required
• 3-5 years of asset management wholesaling or related distribution experience
• Series 7 and 66 (or 63/65) required
• CFA or CIMA designation preferred
• Strong understanding of ETF structure, trading dynamics, and portfolio applications preferred
• Excellent communication and presentation skills (in-person and virtual)
• Proficiency with CRM and sales enablement tools (e.g., Salesforce) preferred

Benefits

• Empowerment for career growth and learning
• Flexible work environment emphasizing well-being and inclusion
• Support in shaping a positive future
• Wide array of customizable health and wellness benefits
• Generous paid time off program including vacation, personal days, and holidays

Pay

$125,000 – $216,700 annually