CareerPlan

Senior ETF Investment Strategist

New York, 875 Third Avenue, USFull-time$123k2026-09-24 → 2026-11-11
Hybrid · United States

Core

Curate investment strategy and research content for ETFs across web, marketing, and sales channels to support client distribution and sales targets.

Role type

Senior IC investment strategist (ETFs)

Builds

Digital and live thought leadership content for ETF products

Domain

Financial services / ETFs

Deliverable

product features

Required skills

ETF strategy, research curation, client distribution, conference speaking, sales target achievement

Preferred skills

CFA, CIMA, Series 63/7 licenses

Technologies

Web, Marketing, Sales Team Channels

Responsibilities

Curate investment strategy and research derived content; Represent research and thought leadership digitally and live at conferences; Collaborate with investment research and sales teams to achieve sales targets; Deliver value proposition to deepen client relationships

Seniority

Senior, hands-on IC