ETF & RIA Business Development Specialist, West Region
Core
Develop and maintain business relationships with financial advisor professionals to distribute active, passive, and alternative investment solutions, specifically targeting RIA entities with $1B+ AUM.
Role type
Business Development Specialist (Financial Services)
Builds
Investment products (ETFs, Active, Passive, Alternatives) for financial advisory clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Business relationship development, sales target achievement, market analysis, product knowledge, communication, organizational skills, investigative skills
Preferred skills
Industry designations (CIMA, CFA), existing RIA relationships
Technologies
None stated
Responsibilities
Develop business relationships with financial advisors, maintain understanding of investment products, distribute solutions to key clients, manage relationships for referrals, collaborate with internal specialists, deliver value proposition to deepen client ties
Seniority
Mid-level (5 years experience)