Note: The job is a remote job and is open to candidates in USA. Focus Financial Partners is a leading financial services firm focused on integrated wealth management and business management services. They are seeking an ETF Growth Lead to expand their ETF platform by building relationships with financial advisors, family offices, and wealth management firms, driving long-term asset growth through consultative business development.
Responsibilities
- Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms
- Generate new business opportunities through proactive outbound prospecting and networking
- Build and manage a healthy pipeline of prospective advisor relationships
- Convert opportunities into long-term client partnerships and ETF allocations
- Expand the firm's presence within the evidence-based investing community
- Educate advisors on ETF implementation, portfolio construction, tax-efficient investing, and long-term investment strategies
- Serve as a trusted resource for advisors evaluating investment implementation decisions
- Differentiate the firm's investment philosophy through thoughtful, consultative conversations
- Build credibility and long-term relationships based on trust and expertise
- Partner with leadership to refine business development strategy and market positioning
- Contribute to marketing initiatives, advisor education, and thought leadership content
- Represent the firm at conferences, industry events, and advisor meetings
- Provide market feedback to help shape future product positioning and growth initiatives
Skills
- 5+ years of experience in ETF distribution, asset management, wealth management, or financial advisor business development
- Demonstrated success developing new business and cultivating advisor relationships
- Strong understanding of ETFs, portfolio construction, investment markets, and evidence-based investing principles
- Excellent presentation, communication, and relationship-building skills
- Ability to explain complex investment concepts in a clear and practical manner
- Self-starter with an entrepreneurial mindset and strong sense of ownership
- Highly organized with excellent follow-through and pipeline management skills
- Comfortable working independently within a fast-paced, high-growth environment
- Bachelor's degree preferred; industry licenses (Series 7, 63, 65, or CFA) are beneficial but not required
- Experience working with RIAs, family offices, and independent wealth management firms
- Existing relationships within the advisor community
- Background in ETF wholesaling, institutional sales, investment consulting, or advisor distribution
- Passion for evidence-based investing and long-term portfolio management
Benefits
- Annual cash bonus
- Comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
- Support for further education and/or industry designations
- Personal growth opportunities from strong performance
Company Overview