ETF Sales Specialist
Core
Partner with Head of Europe-Asia ETF Sales & Product to identify, plan, and execute travel across regions; serve as an ETF sales consultant and product resource for sales force members.
Role type
Senior ETF Sales Specialist / Product Consultant
Builds
Engagement strategies for key clients, roadshows, and training programs for the sales force
Domain
Asset Management / ETFs / Wealth Management
Deliverable
client delivery | product features
Required skills
ETF product knowledge, relationship building, travel management, strategic planning, training development, competitive landscape analysis
Preferred skills
CIMA or CFP certification, leadership background, presentation skills
Technologies
N/A
Responsibilities
Partner with Head of Europe-Asia ETF Sales & Product to identify, plan and execute travel across regions; Actively participate as an ETF product resource for sales force members; Serve as an ETF sales consultant for EA management and internal/external sales force members; Coordinate with regional EA sales management to represent ETF across various venues; Work with sales force management to create and establish a schedule and syllabus for ETF training; Coordinate delivery of relevant information and data on the general and fund-specific competitive landscape
Seniority
Senior, experienced client-facing professional