Head of Exchange Traded Funds

Head of Exchange Traded Funds

Requirements

• Knowledge of the company’s working structure, policies, mission, and strategies.
• Fundamental concepts, principles, and practices used in the securities industry.
• Fundamental concepts, principles, and practices of relationship management.
• Investment product management and/or investment consulting experience.
• Financial markets and products.
• Skill in interpreting and applying policies and procedures.
• Skill in preparing management reports.
• Skill in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.
• Ability to communicate effectively, both orally and in writing, with all organizational levels, including senior management.
• Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
• Ability to balance conflicting resource and priority demands.
• Ability to partner with other functional areas to accomplish objectives.
• Ability to work independently as well as collaboratively within a team environment.
• Ability to establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

Responsibilities

• Work cross functionally with relevant RJIM departments to develop and execute comprehensive ETF business strategy and capital market strategy, ensuring alignment with overall business objectives.
• Monitor and disseminate market trends, competitor activities, and regulatory changes to inform strategic decisions.
• Cultivate and maintain external partnerships and relationships across the ETF ecosystem, including Fund Administration, Trading, Authorized Participants, Market Makers, Exchanges, and others as needed.
• Coordinate trade execution and implement best practices between portfolio managers, trading teams and Authorized Participants.
• Act as a key point of contact for market participants, addressing inquiries and providing insights to enhance market understanding of our ETFs.
• Serve as the internal ETF Subject Matter Expert and build consultative relationships with distribution, national accounts, and portfolio specialists.
• Act as internal consultant to drive understanding of the mechanics and processes of the ETF structure, how they are utilized in a portfolio and how to facilitate and execute trades.
• Provide insights into market demand, competitive landscape, and investor preferences, contributing to the creation of new ETF products.
• Assist in building go-to market plans for new ETF products, platform partners, and RIAs.
• Implement risk management strategies to mitigate potential market risks and ensure compliance with regulatory requirements.
• Stay informed of industry regulations and best practices, adjusting strategies and procedures accordingly.

Preferred Qualifications

• MBA preferred
• SIE, FINRA Series 7 preferred
• Any equivalent combination of experience, education, and/or training as approved by Human Resources.