Wedbush · 4 hours ago
Senior ETF Product Specialist
Wedbush Securities is one of the largest securities firms and investment banks in the nation, delivering innovative financial solutions. They are seeking a Senior ETF Product Specialist to drive the strategic vision of the ETF program, lead product development, and enhance collaboration across various divisions to promote ETF adoption.
BankingConsultingFinancial ServicesWealth Management
Responsibilities
Drive the strategic vision of the ETF program and lead the execution of long-term product development and research roadmaps to position the platform for expansion and innovation
Leverage data from scorecards, sales activity, and performance metrics to recommend insights, shape strategic solutions, and identify new growth opportunities
Monitor product health through dashboards and reporting, evaluating performance against established goals to ensure alignment and success
Coordinate ETF promotion and cross-functional initiatives to enhance collaboration across Investment, Legal, Operations, Distribution, and Finance divisions
Communicate timely and relevant product updates and insights across the organization
Develop strategic ETF sales insights and integrated marketing plans, partnering with sales, marketing, and product teams to ensure cohesive messaging and optimized distribution
Create and implement national sales strategies to increase ETF assets under management (AUM)
Cultivate relationships with financial advisors, institutions, and key stakeholders to promote ETF adoption and expand market presence
Serve as a brand ambassador by representing the firm at industry conferences, advisor forums and key events that showcase our ETF offerings and reinforce our leadership in the marketplace
Mitigate risk by ensuring all sales practices strictly adhere to regulatory guidelines and internal compliance standards, safeguarding the firm’s integrity and client trust
Perform other tasks and duties as assigned and required
Qualification
Required
Bachelor's Degree from an accredited university required
5+ years of ETF or financial services product management experience; sales experience a plus
Series 7 and 63 or 66 licenses required
Subject matter expertise in ETF construction, regulatory frameworks, and industry best practices
Excellent communication, collaboration, and influencing skills
Ability to travel as national sales responsibilities expand
Outstanding communication, presentation, and leadership skills
Excellent organizational and time management skills
Analytical and data-driven problem solver
Preferred
MBA or advanced degree preferred
Benefits
Comprehensive medical, dental, and vision coverage with multiple health plan options
Health Savings Account (HSA) with company-sponsored contributions
Flexible Spending Accounts (FSA) traditional and dependent care
Pre-Tax Commuter Benefits
401(k) Plan: competitive discretionary company matching and profit-sharing contributions
Tuition reimbursement ($5,250 max per year)
Paid Vacation, Sick Time, Holidays, Volunteer Time Off
Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
FINRA and Professional License Sponsorship
Charitable Donation Matching Contributions
Travel & Employee Assistance and Employee Discount Programs
Discretionary compensation based on the colleague's and the firm's performance
Company
Wedbush
Wedbush Securities is the largest subsidiary of Wedbush Financial Services.
H1B Sponsorship
Wedbush has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
Funding
Current Stage
Late StageLeadership Team
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