ETF Product Development jobs in United States
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Advisors Asset Management, Inc. · 3 months ago

ETF Product Development

Advisors Asset Management, Inc. is a respected financial force providing tailored portfolio solutions. The ETF Product Development position involves managing ETF business relationships and overseeing day-to-day operations while driving product management and fostering relationships with key market participants.

BankingConsultingCrowdfundingFinancial Services
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Growth Opportunities

Responsibilities

Drive product management including creation, launch and ongoing support
Oversee all aspects of the ETF process including sub-advisor oversight
Creates and maintain policies and procedures for ETF operations
Review of ETF offering documents, prospectuses, operating memorandums, and key fund documentation
Create and maintain, Board and ETF committee material
Work closely with accounting, custody, administration, and compliance teams
Foster strong relationships with Authorized Participants, Market Makers and Broker Dealers while acting as an intermediary between liquidity providers and investors
Work to continue our efforts to automate and integrate tasks

Qualification

ETF product managementInvestment acumenSecurity types knowledgeRegulatory awarenessTechnical skillsCFA certificationCIMACAIAFINRA Series 7FINRA Series 63Interpersonal skillsOrganizational skillsTime managementTeam player

Required

Working knowledge of a wide variety of security types, including equities, bonds, FX and derivatives
Awareness of regulatory and industry changes and how it impacts the business & operations
Strong investment acumen and background specifically when it comes to ETFs, factor investing and asset allocation
Motivated team player with strong interpersonal, organizational, & time management skills
Strong technical skills required (Excel, Power Point, Access, Bloomberg, etc)
Bachelor's Degree required
3+ years of experience in the ETF ecosystem, specifically in a Product Development, Portfolio Management, Capital Markets or ETF Operations capacity

Preferred

CFA, MBA, CIMA, CAIA or advanced degree preferred
FINRA Series 7 & 63 a plus

Company

Advisors Asset Management, Inc.

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With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals.

Funding

Current Stage
Growth Stage
Total Funding
$0.2M
2022-09-01Acquired
2014-03-04Seed· $0.2M

Leadership Team

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Bart Daniel
Chief Technology Officer
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Jeff Opie
Chief Financial Officer
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Company data provided by crunchbase