Senior ETF Investment Strategist
Core
Curating investment strategy and research content for web, marketing, and sales channels to support client distribution of active, passive, and alternative solutions.
Role type
Senior ETF Investment Strategist (Client-Facing Thought Leadership)
Builds
Digital and live thought leadership content, client presentations, and sales support materials for ETFs and alternatives.
Domain
Asset Management / ETFs / Wealth Management
Deliverable
product features
Required skills
ETF strategy, research curation, client distribution, public speaking, conference representation, sales target achievement
Preferred skills
CFA, CIMA, Series 63, Series 7
Technologies
Web platforms, marketing channels, sales CRM systems
Responsibilities
Curate investment strategy and research content for digital and sales channels; Represent research and thought leadership at regional conferences; Collaborate with investment research and product specialists to achieve sales targets; Deliver value proposition to deepen client relationships.
Seniority
Senior, hands-on IC