ETF Account Manager
Core
Lead client engagement and business growth for ETFBOOK's data and analytics platform serving institutional participants in the ETF ecosystem.
Role type
Senior Account Manager (Institutional Sales)
Builds
User-friendly web application, robust data APIs, custom reports and analytics for ETF product analysis, fund flow tracking, and liquidity assessments.
Domain
Financial Technology (FinTech) / Exchange Traded Funds (ETFs)
Deliverable
client delivery
Required skills
ETF ecosystem knowledge, institutional sales, client relationship management, prospecting, onboarding, cross-functional collaboration, market trend analysis, presentation creation, negotiation
Preferred skills
Master's degree in Finance/Economics, CFA designation
Technologies
Web application, Data APIs
Responsibilities
Develop and grow client relationships across the ETF ecosystem; Drive new business opportunities through proactive outreach and engagement; Lead onboarding processes for platform and custom solutions; Act as a trusted advisor on product innovation and market trends; Collaborate with product and tech teams to deliver tailored solutions; Monitor client engagement to identify upsell opportunities; Create high-quality client materials including presentations and reports.
Seniority
Senior, hands-on IC