Wedbush Securities is one of the largest securities firms andinvestment banks in the nation, delivering innovative financialsolutions through our Wealth Management, Capital Markets, Futures andAdvanced Clearing & Prime Services divisions. Our team of WedbushFund Advisers is committed to delivering innovative investmentsolutions that empower clients to achieve their financial goals. OurNew York office has an immediate need for a Senior ETF ProductSpecialist. This pivotal role blends deep product expertise withprogressive sales leadership, driving alignment with the firm’s visionof innovation, differentiation and exceptional client value.
Responsibilities include, but are not limited to:
Drive the strategic vision of the ETF program and lead theexecution of long-term product development and research roadmaps toposition the platform for expansionand innovation
Leverage data from scorecards, sales activity, and performancemetrics to recommend insights, shape strategic solutions, andidentify new growth opportunities
Monitor product health through dashboards and reporting,evaluating performance against established goals to ensure alignmentand success
Coordinate ETF promotion and cross-functional initiatives toenhance collaboration across Investment, Legal, Operations,Distribution, and Finance divisions
Communicate timely and relevant product updates and insightsacross the organization
Develop strategic ETF sales insights and integrated marketingplans, partnering with sales, marketing, and product teams to ensurecohesive messaging and optimized distribution
Create and implement national sales strategies to increase ETFassets under management (AUM)
Cultivate relationships with financial advisors, institutions, andkey stakeholders to promote ETF adoption and expand market presence
Serve as a brand ambassador by representing the firm at industryconferences, advisor forums and key events that showcase our ETFofferings and reinforce our leadership in the marketplace
Mitigate risk by ensuring all sales practices strictly adhere toregulatory guidelines and internal compliance standards,safeguarding the firm’s integrity and client trust
Perform other tasks and duties as assigned and required
Experience and Skills
Bachelor's Degree from an accredited university required; MBA oradvanced degree preferred 5+ years ofETF or financial services product managementexperience; sales experience a plus Series 7 and 63 or 66 licenses required Subject matter expertise in ETF construction, regulatoryframeworks, 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 What We Offer
As part of our overall compensation package, Wedbush Securitiesoffers an array of diverse benefits to all our colleagues. We believethat providing competitive benefit options yields the advantageousreward of establishing a healthy and inclusive foundational work culture. Comprehensive medical, dental, and vision coverage with multiplehealth plan options Health Savings Account (HSA) with company-sponsored contributions Flexible Spending Accounts (FSA) traditional and dependent care 401(k) Plan: competitive discretionary company matching andprofit-sharing contributions Tuition reimbursement ($5,250 max per year) 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 The reasonable estimate of the compensation range for this role hasnot been adjusted for the applicable geographic location. A reasonableestimate of the current hiring range is $106,000 to $140,000.Colleagues may be eligible for additional, discretionary incentivecompensation based on the colleague's and the firm's performance. AtWedbush, decisions regarding compensation are determined on acase-by-case basis and are dependent on a variety of factors,including but not limited to skill sets, experience and training,licensure and certifications, and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal EmploymentOpportunity employer. WS does not discriminate based on race,religion, color, creed, sex, sexual orientation, gender, genderidentity or expression, national origin, ancestry, citizenship status,registered domestic partner status, uniform service member status,marital status, pregnancy, age, medical condition, disability, geneticinformation, family care or medical leave status, or any otherconsideration made unlawful by applicable federal, state, or locallaws, or on the basis that an applicant or Colleague is perceived tohave these characteristics or is associated with someone who isperceived to have these characteristics. WS aims to foster a cultureof inclusion where all Colleagues are valued for their uniquecontributions to the firm as well as provided equal opportunities to succeed. This position is subject to various laws or regulations that imposerestrictions or prohibitions for employment with Wedbush due tocriminal history. Those laws or regulations include but are notlimited to, the following: Securities Exchange Act of 1934 (SEA) Rule17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55. When you apply for a position with Wedbush, we collect certain information about you.Click here to learn what information we collect and what we do with it.
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Bachelor's Degree from an accredited university required; MBA oradvanced degree preferred 5+ years ofETF or financial services product managementexperience; sales experience a plus Series 7 and 63 or 66 licenses required Subject matter expertise in ETF construction, regulatoryframeworks, 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 What We Offer
As part of our overall compensation package, Wedbush Securitiesoffers an array of diverse benefits to all our colleagues. We believethat providing competitive benefit options yields the advantageousreward of establishing a healthy and inclusive foundational work culture. Comprehensive medical, dental, and vision coverage with multiplehealth plan options Health Savings Account (HSA) with company-sponsored contributions Flexible Spending Accounts (FSA) traditional and dependent care 401(k) Plan: competitive discretionary company matching andprofit-sharing contributions Tuition reimbursement ($5,250 max per year) 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 The reasonable estimate of the compensation range for this role hasnot been adjusted for the applicable geographic location. A reasonableestimate of the current hiring range is $106,000 to $140,000.Colleagues may be eligible for additional, discretionary incentivecompensation based on the colleague's and the firm's performance. AtWedbush, decisions regarding compensation are determined on acase-by-case basis and are dependent on a variety of factors,including but not limited to skill sets, experience and training,licensure and certifications, and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal EmploymentOpportunity employer. WS does not discriminate based on race,religion, color, creed, sex, sexual orientation, gender, genderidentity or expression, national origin, ancestry, citizenship status,registered domestic partner status, uniform service member status,marital status, pregnancy, age, medical condition, disability, geneticinformation, family care or medical leave status, or any otherconsideration made unlawful by applicable federal, state, or locallaws, or on the basis that an applicant or Colleague is perceived tohave these characteristics or is associated with someone who isperceived to have these characteristics. WS aims to foster a cultureof inclusion where all Colleagues are valued for their uniquecontributions to the firm as well as provided equal opportunities to succeed. This position is subject to various laws or regulations that imposerestrictions or prohibitions for employment with Wedbush due tocriminal history. Those laws or regulations include but are notlimited to, the following: Securities Exchange Act of 1934 (SEA) Rule17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55. When you apply for a position with Wedbush, we collect certain information about you.Click here to learn what information we collect and what we do with it.
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