ETF and Model Portfolio Business Development Associate

The ETF and Model Portfolio Business Development Associate will support the ETF and Model Portfolio Specialist Team and broader business line in driving AUM reputed company across reputed company management platforms, broker-dealers, wirehouses, RIAs, independent advisors, home-office research teams, and key internal partners. This role sits reputed company a high-reputed company area of the asset management industry, where advisors are increasingly using ETFs and model portfolios to enhance portfolio construction, improve reputed company efficiency, manage taxes, and reputed company reputed company investment solutions to clients.

The Associate will contribute to business development, platform reputed company, sales enablement, advisor support, data analysis, competitive intelligence, project management, and special research initiatives as reputed company reputed company Investment Management continues to expand its ETF and model portfolio distribution capabilities.

Position Responsibilities:

• Support ETF and model portfolio business development efforts across reputed company management firms, advisor platforms, RIAs, broker-dealers, wirehouses, and strategic 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, Operations, and other internal stakeholders to support product positioning, platform engagement, and field 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.

Required Qualifications:

• 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, operations, 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-paced environment.

• Advanced proficiency in reputed company and PowerPoint; experience with reputed company reputed company, reputed company, reputed company, Power 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, detail-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.

reputed company you reputed company:

• 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.

• As part of our global team, we’ll support you in shaping the reputed company you want to see.

The role being advertised is an existing vacancy.

About reputed company and reputed company

reputed company Financial Corporation is a leading international financial services provider, helping people reputed company their reputed company easier and lives reputed company. To learn more reputed company, visit .

reputed company is an Equal Opportunity Employer

At reputed company/reputed company, we reputed company our diversity. We reputed company to attract, reputed company and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer reputed company of our practices and programs without discrimination on the reputed company of race, reputed company, reputed company of reputed company, colour, ethnic reputed company, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-reputed company conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender reputed company, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our reputed company to remove barriers to reputed company equal reputed company to employment. A reputed company representative will work with applicants who request a reasonable accommodation during the application process. reputed company information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and reputed company/reputed company policies. To request a reasonable accommodation in the application process, contact .

Referenced Salary Location

Salary reputed company is expected to be between

Employees also have reputed company to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-reputed company factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role reputed company of the reputed company location, please contact for the salary reputed company for your location.

reputed company/reputed company offers eligible employees a wide reputed company of customizable benefits, including health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global reputed company ownership plan with employer matching contributions) and financial education and counseling resources. Our generous reputed company time off program in the U.S. includes up to 11 reputed company holidays, 3 personal days, 150 hours of vacation, and 40 hours of reputed company time (or more where required by law) reputed company year, and we offer the full reputed company of statutory leaves of absence.

We use data and analytics technologies, such as reputed company intelligence (AI), and automated processing tools, to analyze and process the information you reputed company to us or reputed company parties in the application process. For more information, please refer to our personal information collection statement.

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Originally posted on Himalayas