Senior ETF Product Specialist
Wedbush Securities, New York, NY, United States
Job Description
Wedbush Securities is one of the largest securities firms and investment banks in the nation, delivering innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Our team of Wedbush Fund Advisers is committed to delivering innovative investment solutions that empower clients to achieve their financial goals. Our New York office has an immediate need for a Senior ETF Product Specialist. This pivotal role blends deep product expertise with progressive sales leadership, driving alignment with the firm's vision of innovation, differentiation and exceptional client value.
Responsibilities include, but are not limited to: 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 Experience and Skills
Bachelor's Degree from an accredited university required; MBA or advanced degree preferred 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 Job Benefits As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
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
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current hiring range is $125,000 to $150,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, decisions regarding compensation are determined on a case-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 Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
Responsibilities include, but are not limited to: 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 Experience and Skills
Bachelor's Degree from an accredited university required; MBA or advanced degree preferred 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 Job Benefits As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
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
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current hiring range is $125,000 to $150,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, decisions regarding compensation are determined on a case-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 Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.