ETF Specialist, RIA & Intermediary Distribution

Vaga não está no LinkedIn

🕒 Agosto 27

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $160.000 - $175.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

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Kayne Anderson Rudnick

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1984

💼 Consultoria

💸 Finanças

Consulting • Finance • Investment Management

Kayne Anderson Rudnick "KAR" é uma firma de consultoria de investimentos fundada em 1984 para gerir o capital de seus fundadores, incluindo John Anderson (membro da Forbes 400 e benfeitor da Anderson School of Management da UCLA). Com escritórios em Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence e Westlake Village, a KAR possui mais de $62,9 bilhões em ativos sob gestão em 30 de junho de 2024, focando em clientes institucionais, corretoras e de alto patrimônio líquido.

Descrição

• Serve as a dedicated ETF resource to the Virtus distribution organization • Partner with internal sales professionals to expand ETF adoption and market share across RIA, Independent Broker-Dealer and Private Client channels • Provide coverage across the entire United States, with potential future regional territory restructuring • Partner with Virtus wholesalers and distribution leaders to drive ETF asset growth, market share expansion and net sales • Support field sales professionals by developing targeted business plans and identifying channel opportunities • Navigate large RIA aggregator platforms and understand organizational hierarchies, decision-makers and advisor network dynamics • Cover the independent RIA channel directly and build relationships with financial advisors • Maintain expertise across Virtus equity, fixed income, multi-asset and alternative ETF offerings • Deliver ETF education and portfolio construction guidance • Conduct one-on-one meetings, group presentations, webinars and advisor training virtually and in person • Partner with advisors, model managers and professional ETF buyers on portfolio opportunities • Serve as a resource for ETF inquiries, competitive positioning, capital markets observations and implementation questions • Collaborate with Product, Marketing, Capital Markets, Investment Management and Distribution teams • Gather and communicate marketplace feedback on client needs, product gaps, competitive trends and potential products • Maintain an active travel schedule for advisor meetings, conferences, due diligence events and national sales initiatives

🎯 Requisitos

• Bachelor's degree required • Five to eight years of experience within investment management, ETF distribution, ETF product strategy, ETF capital markets, intermediary sales or asset management • Demonstrated experience covering the RIA channel and working directly with financial advisors • Experience in a hybrid wholesaler, ETF specialist, ETF strategist, internal wholesaler or intermediary distribution role preferred • Strong understanding of ETFs, portfolio construction, investment strategies and capital markets • Experience supporting equity, fixed income and multi-asset investment strategies • Proven ability to manage and grow a territory through consultative relationship management and business development • Advanced presentation, communication and client engagement skills • Strong analytical capabilities, including discussing investment research, portfolio characteristics and performance attribution • Collaborative approach across Distribution, Product, Marketing, Legal, Compliance and Investment teams • FINRA Series 7 and Series 63 licenses required • Ability to travel up to 80% of the time • MBA, CFA, CAIA, CIMA or CFP designation preferred

🏖️ Benefícios

• Professional development opportunities • Meaningful financial rewards • Comprehensive package of benefits • Work-life balance support • Physical, emotional and mental well-being support • Diverse, inclusive and respectful work environment • Incentive compensation program eligibility