Job Description

Responsibilities

  • Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms
  • Generate new business opportunities through proactive outbound prospecting and networking
  • Build and manage a healthy pipeline of prospective advisor relationships
  • Convert opportunities into long-term client partnerships and ETF allocations
  • Educate advisors on ETF implementation, portfolio construction, and tax-efficient investing
  • Partner with leadership to refine business development strategy and market positioning
  • Represent the firm at conferences, industry events, and advisor meetings

Requirements

  • 5+ years of experience in ETF distribution, asset management, or wealth management
  • Demonstrated success in developing new business and cultivating advisor relationships
  • Strong understanding of ETFs, portfolio construction, and evidence-based inves...

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