ETF Business Development Consultant

Advisors Asset Management•New York, NY
•$145,000 - $165,000•Hybrid

About The Position

Advisors Asset Management, Inc. (AAM), a GreenOak Company, is seeking an ETF Business Development Consultant to drive advisor engagement, business development, and asset growth across AAM's ETF platform. This hybrid sales role combines business development, relationship management, investment consulting, and ETF product expertise to support the expansion of AAM's ETF business. The successful candidate will develop relationships with financial advisors, registered investment advisors (RIAs), broker-dealers, family offices, and institutional investors, and serve as a subject matter expert on AAM's ETF strategies. The role partners with Product Management, Marketing, Capital Markets, and Investment Management teams to increase awareness, adoption, and utilization of AAM ETFs. The position is based in New York, NY. Base salary is $55,000 annually, with eligibility for commissions and anticipated annual commission potential of $90,000–$110,000. Commissions are paid quarterly and subject to AAM’s applicable compensation plan.

Requirements

  • Bachelor’s degree in Finance, Economics, Business, or a related field, or equivalent relevant professional experience.
  • 1–3 years of experience in ETF sales, asset management distribution, business development, advisor consulting, or financial services.
  • Strong understanding of ETFs, portfolio construction, capital markets, and investment management concepts.
  • Excellent communication, presentation, and consultative selling skills.
  • Series 7 and Series 66 licenses required, or ability to obtain them within a specified timeframe.

Nice To Haves

  • ETF issuer, asset management, or wealth management experience.
  • Experience supporting equity and fixed income ETFs, CLO strategies, preferred securities, alternative income, or institutional investment products.
  • Familiarity with ETF capital markets, creation/redemption processes, secondary market trading, and liquidity considerations.
  • Demonstrated success in asset gathering, territory development, and relationship management.
  • Proficiency with Salesforce, Microsoft Office Suite, and investment industry research platforms.

Responsibilities

  • Drive asset growth and adoption of AAM ETFs through proactive business development and relationship management.
  • Develop and maintain relationships with financial advisors, RIAs, broker-dealer representatives, family offices, and institutional investors.
  • Identify, qualify, and cultivate new business opportunities while expanding existing advisor relationships.
  • Serve as a subject matter expert on AAM ETFs, including portfolio construction applications, investment strategies, performance drivers, and market positioning.
  • Conduct advisor meetings, product presentations, webinars, and educational sessions focused on ETF solutions and portfolio implementation.
  • Educate advisors on ETF structure, trading considerations, liquidity, capital markets dynamics, and implementation best practices.
  • Provide portfolio construction insights and consultative support to help advisors address client investment objectives and portfolio challenges.
  • Support advisor due diligence efforts through product education, competitive analysis, portfolio analytics, and market commentary.
  • Collaborate with Marketing on advisor outreach campaigns, thought leadership initiatives, conferences, and educational events.
  • Partner with Product Management and Investment Management teams to communicate market insights, product enhancements, and investment themes.
  • Work with Capital Markets professionals to support ETF trading education and execution best practices.
  • Use Salesforce and other CRM tools to manage advisor interactions, pipeline activity, sales opportunities, and relationship development.
  • Monitor industry trends, competitor activity, advisor adoption patterns, and ETF market developments to identify growth opportunities.
  • Contribute to strategic initiatives to expand AAM's ETF distribution footprint and enhance the firm's presence within the wealth management community.

Benefits

  • Medical, dental, and vision coverage.
  • Health Reimbursement Account (HRA) and Health Savings Account (HSA) options.
  • Flexible Spending Accounts (FSA).
  • 401(k) retirement savings plan with employer matching contributions.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short- and long-term disability coverage.
  • Paid time off.
  • Employee Assistance Program (EAP) and fitness reward program.
  • Additional voluntary benefits, including supplemental life insurance, LegalShield/IDShield, and pet insurance.
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