Role: ETF Specialist, Vice President.


  • ETF business development across financial advisory channels including Wirehouses, Registered Investment Advisors, Regional Broker Dealers, Independents, Banks, Insurance Companies and ETF Strategists
  • Drive AUM via proactive phone calls, emails, webinars and meetings
  • Work directly with our CMO to ensure all leads are covered
  • High sales activity


  • Bachelor’s Degree
  • Series 7 & 63
  • 3-5 years of Mutual Fund/ETF Sales Experience
  • Clean U-4
  • CIMA/CFP preferred   
  • Previous wholesaling, and territory management
  • Location: Greater Philadelphia area preferred


Please send all cover letters and resumes to: