Senior Manager, ETF Capital Markets

Dimensional Fund Advisors•Charlotte, NC

3d•Hybrid

About The Position

The Senior Manager, ETF Capital Markets will be a leader in Dimensional’s US ETF capital markets team, overseeing US ETF platform managing relationships within the ETF ecosystem, leading and collaborating on internal efforts to deliver Dimensional’s investment approach, and providing education and support to clients and internal stakeholders. The role requires expertise in ETF capital markets and effective leadership and relationship management skills.

Requirements

Minimum of 8 years of relevant ETF Capital Markets industry experience, including a track record of success in a leadership capacity.
Strong relationship management skills and existing industry relationships across the ETF ecosystem.
Thorough understanding of ETF operations, portfolio management, trading, and market structure.
Knowledge of a range of asset classes including equities, fixed income, and FX.
Strong interpersonal and communication skills.
Demonstrated ability to collaborate across a wide range of internal and external stakeholders.
Established track record of delivering results in a complex environment.
Demonstrated strong ability to analyze problems, design solutions, and communicate them effectively and confidently (both verbal and written) with relevant stakeholders to gain buy-in.
Comfort with ambiguity and proven ability to structure problems and develop analytical frameworks.
Entrepreneurial drive and demonstrated ability to achieve stretch goals in an innovative and fast-paced environment.
A bachelor’s degree is required
Series 7 & 63 are required.

Nice To Haves

Experience with active ETFs and US listed ETFs preferred.
An MBA or CFA a plus.

Responsibilities

Oversee and continue to develop ETF capital markets US workflows and processes aligned with Dimensional’s investment approach of systematic active portfolio management, frequent low-cost portfolio rebalancing, and high diversification.
Ensure competitive ETF market quality in US listings; provide oversight of ETF volume, primary flows, premiums/discounts, short interest, borrow market and identify trends through development and evolution of monitoring tools
Develop and report on key performance indicators of market quality, flows, and business processes to investment leadership.
Collaborate with investment teams, Legal and Compliance to create and maintain ETF-specific policies and procedures for custom baskets and AP oversight.
Oversee implementation of broker relationship strategy for ETF capital markets, collaborating with Head of ETF Capital Markets and the Global Head of Trading.
Execute relationship strategy across the ETF capital markets ecosystem, including authorized participants, market makers, trading platforms, and exchanges.
Work closely with the global broker dealer community to promote efficient primary and secondary market activity in Dimensional ETFs.
Manage relationships with vendors pursuant to custody, pricing and trading data while contributing to the build out of new tools and processes to monitor ETFs and identify future capabilities.
Partner with Dimensional’s Global Client Group to provide ETF education and ensure clients and prospects have an exceptional experience, especially in facilitation of client trades in ETFs.
Effectively present Dimensional’s value proposition as it relates to ETFs in high stakes meetings with clients, prospects, and industry groups.
Work closely with Dimensional’s Investment teams, and Global Client Group to provide insight on and contribute to thought leadership on the ETF market and structure.
Represent the firm in media and at industry conferences and events.
Provide strategic recommendations to senior leadership, demonstrating deep knowledge of the competitive landscape, client demand, and relevant regulations.
Partner with Portfolio Management, Trading, Investment Operations, Technology, Legal, and Compliance to effectively grow and operationalize our lineup of ETF products.
Motivate and develop the US ETF Capital Markets team through coaching and mentorship.
Set goals and guidelines and work through them to deliver results at scale.