ETF Specialist Director at NBI
National Bank
Lead the ETF growth strategy at NBI as a Director and ETF Specialist. Drive sales momentum and expand market share while delivering client value through expertise and relationship building. As an ETF Specialist, you will utilize your deep product knowledge and strong communication skills to influence investment decisions. Collaborating with sales and marketing teams, you will develop innovative strategies that align with evolving market trends. Your role will enhance visibility for NBI while supporting financial advisors in effective ETF integration across diverse portfolios. Key Responsibilities:
- Drive ETF sales through collaboration with regional sales teams
- Analyze and segment client bases with wholesalers
- Educate financial advisors on ETF strategies
- Deliver presentations and training on ETF solutions
- Collaborate on sales tools and market positioning materials
- Bachelor's degree in Finance, Business, or related field
- 10 years in investment sales or product specialist roles
- Strong ETF knowledge, including traditional and alternative types
- Exceptional presentation and relationship-building skills
- Professional designations like CFA or CIM are assets
Vacancy posted 3 hours ago
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