Capital Group · 4 months ago
Senior ETF Product Specialist
Capital Group is a leading investment management firm, and they are seeking a Senior ETF Product Specialist to manage the ETF Product Lifecycle from development to successful growth and ongoing management. The ideal candidate will work closely with various teams to support the growth of the ETF product portfolio and develop new products based on industry research and product performance metrics.
Financial Services
Responsibilities
Partners with ETF Product Strategy and Development leadership to execute the vision, direction and priorities for the ETF program
Supports development and execution of the long-term ETF product and research roadmaps
Analyzes data from business scorecards and assesses product performance metrics against goals/objectives
Researches industry, product, and regulatory opportunities and issues and provides strategic recommendations
Acts as an ETF subject matter expert for the organization
Helps develop ETF sales insights and marketing plans
Works closely with sales specialists, marketing and client groups to develop product sales insights and support marketing campaigns
Identifies industry trends and incorporates competitive knowledge into ETF activities, including written commentary and sales insights
Manages the ETF Product Suite
Monitors product health to ensure ETFs operate effectively through reports and dashboards
Coordinates with all relevant functions and client groups to manage ETF related activities
Communicates relevant and timely information about the product across the organization
Qualification
Required
Bachelor's Degree. Advanced degree (MBA or other) a plus
You have 5+ years of ETF or relevant financial services product management experience
You hold or have held a Series 7 and a 63 or 66 license
You have in-depth knowledge of product construction, rules and regulations
You have strong analytical skills and the ability to analyze opportunities/issues and to recommend business solutions
You can extract meaningful insights from large quantities of data and represent findings to various stakeholders
You can effectively lead and facilitate a variety of meetings
You have the ability to build internal networks, collaborate effectively, and influence groups and/or more senior associates
You are highly proficient in Microsoft Office
You have experience with Morningstar, Bloomberg, Ycharts, and/or FactSet
Preferred
You have experience launching new financial services products (a plus)
PowerBI/Tableau a plus
Benefits
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Funding
Current Stage
Late StageRecent News
2024-05-06
2024-04-17
2024-02-27
Company data provided by crunchbase