ETF Growth Lead

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Develop and nurture relationships with Registered Investment Advisors (RIAs), family offices, Chief Investment Officers (CIOs), and advanced wealth management firms.

• Create new business opportunities through proactive outreach and networking efforts.

• Build and maintain a robust pipeline of potential advisor partnerships.

• Transform opportunities into enduring client relationships and ETF allocations.

• Enhance the firm’s visibility within the evidence-based investing sector.

• Educate advisors on ETF implementation, portfolio design, tax-efficient investing, and long-term investment strategies.

• Act as a reliable resource for advisors assessing investment implementation choices.

• Differentiate the firm’s investment philosophy through insightful, consultative discussions.

• Establish credibility and long-term relationships grounded in trust and expertise.

• Collaborate with leadership to refine business development strategies and market positioning.

• Contribute to marketing efforts, advisor education, and thought leadership content.

• Represent the firm at conferences, industry events, and advisor meetings.

• Provide market insights to influence future product positioning and growth strategies.

⛳️ Requirements

• Over 5 years of experience in ETF distribution, asset management, wealth management, or business development for financial advisors.

• Proven track record in generating new business and fostering advisor relationships.

• Strong knowledge of ETFs, portfolio construction, investment markets, and principles of evidence-based investing.

• Exceptional presentation, communication, and relationship-building abilities.

• Capability to convey complex investment concepts in a straightforward and practical way.

• Self-motivated with an entrepreneurial mindset and a strong sense of ownership.

• Highly organized with excellent follow-through and pipeline management capabilities.

• Comfortable working autonomously in a dynamic, high-growth environment.

• A bachelor’s degree is preferred; industry licenses (Series 7, 63, 65, or CFA) are advantageous but not mandatory.

🏝️ Benefits

• Base salary may vary based on factors such as experience, subject matter expertise, geographic location of work, and the applicant’s skill set.

• The base salary is just one element of the overall compensation package.

• Additional benefits may include an annual cash bonus and a comprehensive benefits package, covering medical, dental, vision, life insurance, and 401(k).

• The firm is open to providing support for further education and/or industry certifications.

• Our culture promotes personal growth opportunities as a reward for strong performance.