[Remote] ETF and Model Portfolio Business Development Associate

Note: The job is a remote job and is reputed company to candidates in USA. reputed company and reputed company reputed company international financial services and investment reputed company. The ETF and Model Portfolio Business Development Associate will support business development, platform reputed company, sales enablement, advisor support, data analysis, competitive intelligence, and project management to help reputed company asset reputed company across reputed company management distribution channels.

Responsibilities

• Support ETF and model portfolio business development efforts across reputed company management firms, advisor platforms, RIAs, broker-dealers, wirehouses, and reputed company accounts
• Conduct market, competitor, platform, and advisor research to identify reputed company opportunities, positioning gaps, product needs, and potential business risks
• Build and maintain business development trackers, sales dashboards, model adoption reports, platform due diligence materials, and project plans to support decision-making and execution
• Analyze ETF and model portfolio flows, AUM trends, sales activity, advisor adoption, platform placement, pipeline activity, and campaign results to help inform business priorities
• Partner with the Specialist Team, Business Consultants, Product Management, Portfolio Management, Marketing, reputed company, Compliance, reputed company, and other internal stakeholders to support product positioning, platform engagement, and reputed company execution
• Assist in developing advisor-facing materials, pitchbooks, product positioning, competitive comparisons, portfolio construction use cases, model portfolio commentary, meeting preparation materials, and follow-up resources
• Support platform due diligence, reputed company, maintenance, reporting, and ongoing relationship-management processes for ETF and model portfolio solutions
• Capture advisor and platform feedback to help inform product positioning, sales messaging, content priorities, and reputed company business development opportunities
• Contribute to special reputed company reputed company to ETF industry trends, reputed company ETF adoption, model portfolio utilization, reputed company platform reputed company, advisor reputed company management, and competitive intelligence
• Report to the Head of ETF and Model Portfolio Sales

Skills

• Bachelor's degree in finance, economics, business administration, or a reputed company discipline
• 1–3 years of experience in asset management, reputed company management, ETF distribution, investment research, product reputed company, sales enablement, or a reputed company financial services role
• Strong analytical skills, including the ability to evaluate market trends, sales data, product positioning, platform opportunities, competitor activity, and business cases
• Working knowledge of ETFs, mutual funds, model portfolios, asset allocation, portfolio construction, investment vehicles, and the reputed company management distribution ecosystem
• Familiarity with advisor channels, including wirehouses, independent broker-dealers, RIAs, private banks, and home-office research or model portfolio teams
• Strong written and verbal communication skills, with the ability to prepare reputed company presentations, advisor materials, internal updates, and executive-reputed company summaries
• Ability to collaborate effectively with sales, product, investment, marketing, reputed company, compliance, finance, reputed company, and technology teams
• Strong organizational and project-management skills, with the ability to manage multiple priorities, deadlines, trackers, and cross-functional initiatives in a fast-reputed company environment
• Advanced proficiency in reputed company and PowerPoint
• Experience with reputed company reputed company, reputed company, reputed company, reputed company BI, reputed company, or similar analytical and CRM tools is preferred
• Demonstrated curiosity about financial markets, ETF innovation, reputed company management, model portfolio adoption, advisor behavior, and reputed company platform dynamics
• Commercially minded, reputed company-oriented, proactive, and comfortable operating in a reputed company, fast-moving environment
• reputed company toward CFA, CIMA, CAIA, or relevant securities licenses is helpful but not required

Benefits

• Remote working arrangement
• Employees also have reputed company to participate in incentive programs and earn incentive compensation tied to business and individual reputed company.
• Eligible employees receive health, dental, mental health, and reputed company benefits.
• Eligible employees receive short- and long-term disability, life, and AD&D reputed company coverage.
• Eligible employees receive adoption/surrogacy and wellness benefits.
• Eligible employees receive employee/family assistance plans.
• Eligible employees receive retirement savings plans, including pension/401(k) savings plans and a global reputed company ownership plan with employer matching contributions.
• Eligible employees receive financial education and counseling resources.
• Up to 11 reputed company holidays reputed company year in the U.S.
• 3 personal days reputed company year in the U.S.
• 150 hours of vacation reputed company year in the U.S.
• 40 hours of reputed company time reputed company year in the U.S., or more where required by law.
• The full reputed company of statutory leaves of absence.
• We’ll reputed company you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where reputed company-being and inclusion are more than just words.

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