ETF Growth Lead

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🔥 5 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

⏰ Full Time

🟠 Senior

📈 Growth Marketing

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Focus Financial Partners

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

💰 $50M Venture Round on 2009-11

Finance • Fintech • B2B

Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.

📋 Description

• 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. • Expand the firm's presence within the evidence-based investing community. • Educate advisors on ETF implementation, portfolio construction, tax-efficient investing, and long-term investment strategies. • Serve as a trusted resource for advisors evaluating investment implementation decisions. • Differentiate the firm's investment philosophy through thoughtful, consultative conversations. • Build credibility and long-term relationships based on trust and expertise. • Partner with leadership to refine business development strategy and market positioning. • Contribute to marketing initiatives, advisor education, and thought leadership content. • Represent the firm at conferences, industry events, and advisor meetings. • Provide market feedback to help shape future product positioning and growth initiatives.

🎯 Requirements

• 5+ years of experience in ETF distribution, asset management, wealth management, or financial advisor business development. • Demonstrated success developing new business and cultivating advisor relationships. • Strong understanding of ETFs, portfolio construction, investment markets, and evidence-based investing principles. • Excellent presentation, communication, and relationship-building skills. • Ability to explain complex investment concepts in a clear and practical manner. • Self-starter with an entrepreneurial mindset and strong sense of ownership. • Highly organized with excellent follow-through and pipeline management skills. • Comfortable working independently within a fast-paced, high-growth environment. • Bachelor's degree preferred; industry licenses (Series 7, 63, 65, or CFA) are beneficial but not required.

🏖️ Benefits

• Base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. • The base pay is just one component of the total compensation package. • Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). • The firm will also consider support for further education and/or industry designations. • Our culture rewards personal growth opportunities from strong performance.