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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in ETF mechanics and financial markets, with a strong ability to develop strategic relationships and deliver impactful presentations. Proven track record in financial services, particularly in wealth distribution and client engagement.
Highest-signal resume keywords
ETF Subject Matter ExpertFinancial Services ExperienceWealth Distribution KnowledgeStrong Communication SkillsData Analysis and Synthesis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ETF Industry ExperienceFinancial Markets UnderstandingInvestment Products KnowledgePerformance Metrics DevelopmentBusiness Development
Soft Skills
Collaboration SkillsPresentation SkillsClient Relationship Management
Certifications & Qualifications
MBACFACAIACIMACFP
Industry Keywords
Retail ChannelsInstitutional ChannelsClient InsightsStrategic Growth DirectionThought Leadership
About the role
Key responsibilities & impact- Serve as primary ETF subject matter expert for distribution teams
- Participate in client meetings and presentations across retail and institutional channels
- Develop and deliver group and individual presentations and communications to advisors
- Identify and develop new business opportunities and strategic relationships
- Create and incorporate data into scorecards measuring team activity and performance metrics
- Recommend insights to help shape strategic growth direction
- Lead training sessions for internal and client stakeholders on ETF mechanics, landscape, and Nomura capabilities
- Partner with sales, marketing, product, capital markets, operations, compliance, and investment teams
- Build and grow the business by creating and strengthening client relationships
- Share client insights with the product team to drive product roadmap strategy
- Monitor ETF industry trends and create commentary, insights, and thought leadership
- Travel as required
Requirements
What you’ll need- Bachelor’s degree in Finance, Economics, or a related field
- 5+ years’ financial services experience
- Extensive ETF industry experience ideally
- Experience in the wealth distribution space, primarily with RIAs
- Deep understanding of financial markets and investment products
- Strong communication and collaboration skills
- Solid understanding of data to synthesize and drive results
- MBA, CFA, CAIA, CIMA, or CFP designations desirable
- Travel will be expected
Benefits
Comp & perks- Aon’s Benefit Index®-ranked benefits package
- Sign-on bonus may be included
- Restricted stock units may be included
- Discretionary awards may be included
- Medical benefits
- Financial benefits
- 401(k) eligibility
- Paid vacation, sick time, and parental leave
- Full range of other benefits
- Equal Opportunity Employer
