ETF Specialist, RIA & Intermediary Distribution

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🇺🇸 United States – Remote

💵 $160k - $175k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

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Kayne Anderson Rudnick

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1984

💼 Consulting

💸 Finance

Consulting • Finance • Investment Management

Kayne Anderson Rudnick is a registered investment adviser with the U. S. Securities and Exchange Commission, known for its investment management and wealth management services. The company offers a range of investment strategies focusing on high-quality, high-conviction portfolios such as small-cap core, small-cap sustainable growth, and mid-cap core strategies. With over 30 years of experience, Kayne Anderson Rudnick emphasizes a long-term investment philosophy, fundamental research, and risk management. The firm has been recognized for its performance, ranking among the top independent advisors and RIA firms in the United States. The company provides financial planning, investment advisory, executive services, and consulting to help clients achieve their financial goals.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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