ETF Salesperson AI Funds

ETF Salesperson AI Funds

The Financial Risk Management Distribution Team interacts closely with portfolio management, trading, portfolio strategist, and marketing teams in a collaborative effort to grow assets under management. The main clientele of the distribution team are RIA's, family offices, banks, wire house, B/D financial advisors and institutional investors.

The ETF Salesperson AI Funds role is part of our expanding sales team. We are seeking a results-oriented individual to drive the adoption of AI Funds' ETF offerings by actively engaging with financial advisors and investment professionals in the field.

Responsibilities:

• Develop and execute a strategic external sales plan to achieve and exceed sales targets within the assigned territory.
• Proactively identify, target, and establish relationships with financial advisors, RIAs, broker-dealer representatives, and other investment professionals within the territory.
• Conduct frequent in-person meetings and presentations to educate advisors on our ETF products, market insights, and portfolio construction strategies.
• Act as a primary point of contact for advisors, providing ongoing support, product updates, and market information.
• Collaborate closely with internal sales support, marketing, product development, and capital markets teams to ensure effective client service and sales support.
• Represent Milliman at industry conferences, regional events, and client meetings within the territory.
• Stay informed about industry trends, competitive offerings, and regulatory developments within the assigned territory.
• Maintain accurate records of sales activities, client interactions, and travel expenses using CRM systems.
• Provide regular feedback from the field to internal teams regarding client needs and market opportunities.
• Travel within the North America territory is required and will naturally increase as client relationships and business opportunities expand.
• Frequently interact with the team at AI Funds to understand positioning and portfolio management techniques that enable these funds to stand out from other strategies

Job Knowledge, Experience Skills:

Job Knowledge Required:

• Bachelor's degree in Finance, Business Administration, or a related field.
• Advanced degree or relevant professional certifications (e.g., CFA, CAIA) preferred.
• Industry experience of 8 12 years.
• Minimum of 3-5 years of specific experience in financial services sales, with a strong focus on ETFs.
• Proven track record of successfully building and managing relationships with financial advisors and achieving sales targets within a defined territory.
• Existing relationships with a network of financial advisors preferred.
• Experience launching new ETF products or expanding ETF adoption within a territory preferred.
• Deep understanding of the ETF market, including product structures, trading mechanics, and regulatory environment.
• Strong understanding of the financial advisor landscape within the specified territory.
• FINRA Series 7 and 63 (or equivalent) licenses are required.

Experience and Soft Skills Required:

• Exceptional presentation, communication, and interpersonal skills, with the ability to effectively engage and influence financial advisors.
• Highly self-motivated, results-oriented, and able to work independently with minimal direct supervision.
• Excellent organizational and time management skills.

Location:

Candidates hired into this role will be required to work in-person in the Milliman office in Chicago, IL on a weekly basis, but flexible work arrangements will be considered.

Compensation:

The overall range for this role is $120,635 - $199,605. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Benefits:

We offer a comprehensive benefits package designed to support employees' health, financial security, and well-being. Benefits include:

• Medical, Dental and Vision Coverage for employees, dependents, and domestic partners.
• Employee Assistance Program (EAP) Confidential support for personal and work-related challenges.
• 401(k) Plan Includes a company matching program and profit-sharing contributions.
• Discretionary Bonus Program Recognizing employee contributions.
• Flexible Spending Accounts (FSA) Pre-tax savings for dependent care, transportation, and eligible medical expenses.
• Paid Time Off (PTO) Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis.
• Holidays A minimum of 10 paid holidays per year.
• Family Building Benefits Includes adoption and fertility assistance.
• Paid Parental Leave 11 weeks of paid leave for employees who meet eligibility criteria.
• Life Insurance & AD&D 100% of premiums covered by Milliman.
• Short-Term and Long-Term Disability Fully paid by Milliman.

Equal Opportunity:

All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.