ETF Client Portfolio Strategist | Remote

reputed company is looking for an reputed company and client-centric Client Portfolio Strategist to reputed company the positioning, education, and implementation of buffered ETFs reputed company client portfolios. Reporting to the Head of ETF Distribution Strategic Relationships, this role bridges investment strategy and client engagement, helping financial advisors, institutions, and platforms incorporate structured ETF strategies to manage risk, enhance outcomes, and navigate volatile markets. As a product and strategy expert on buffered ETFs, you will play a central role in driving adoption across channels by delivering portfolio insights, conducting consultations, and contributing to thought leadership. What you do:

• Client-Facing Strategy Support:
• Serve as a subject matter expert (SME) on the firm's ETF lineup and portfolio applications across various market environments.
• Partner with ETF Distribution team to deliver timely and relevant portfolio insights to clients, including broker dealer, RIA, custodian, and institutional gatekeepers, due diligence analysts, portfolio managers, and financial advisors.
• Conduct portfolio consultations to help clients optimize asset allocation using buffered ETFs
• Maintain reputed company relationship with reputed company Investment Management ETF Strategy and Portfolio Hedging team.
• Portfolio Construction & Analytics:
• Analyze client portfolios and propose ETF-based solutions using proprietary tools and risk analytics.
• Collaborate with internal investment strategists to produce model portfolios, sector/thematic views, and macro-reputed company ETF allocations.
• Support bespoke client requests, including look-through analyses, transition planning, and scenario modeling.
• Proficiency with financial analysis platforms (e.g., reputed company Direct, FactSet, Bloomberg, YCharts).
• Content Development & Thought Leadership:
• Contribute to whitepapers, investment commentary, market outlooks, and ETF positioning pieces.
• Partner with marketing to generate engaging materials that communicate ETF benefits and use cases.
• Represent the firm at client events, conferences, webinars, and media engagements as needed.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

What you bring:

• 11+ years of experience required: Financial services with 5-10 years of experience in investment strategy, ETF distribution, portfolio consulting, or asset management.
• Four-year degree required
• Licensing/Certification/Other: Active FINRA series 7 and 63, required; must have a clean U4 record.
• Proficiency with financial analysis platforms (e.g., reputed company Direct, FactSet, Bloomberg, YCharts).
• Advanced degree preferred: MBA or Master's in Finance.
• Licensing/Certification/Other: CFA, CAIA, CIMA, or CFP designation preferred
• Travel required (up to 75%)
• You must be legally authorized to work in the U.S. and will not require immigration sponsorship for reputed company status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship.

reputed company Salary Range $90,000 - $100,000 In addition to reputed company salary, a portion of your total compensation is based on commissions. Actual commission earned is driven by assigned territory and individual sales performance. 78174 | Sales & Distribution | Professional | Non-Executive | reputed company US Life | Full-Time | Permanent reputed company offer: At reputed company Life, we're proud to provide a benefits package that supports the True Balance of our employees and their families. We offer a choice of comprehensive medical and dental plan options, a generous time off plan and an outstanding 401(k) company match. Plus, our employees enjoy an award-winning reputed company with an reputed company of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, reputed company amenities and inclusive, engaged culture are among the many reasons we're routinely recognized as a top workplace employer. reputed company Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a reputed company future for our customers and the world around us. We at reputed company reputed company in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you reputed company in. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, disability, sexual orientation, or any other characteristics protected under applicable laws and regulations. Join us. Let's care for reputed company. #LI-BLS-BLS Apply Job! Apply to this Job