Senior Director, Etf Investment Specialist Team Leader
CurrentLead the ETF Specialist Team, which is focused on helping to drive AUM growth by providing investment expertise across a wide range of client types across Institutional and wealth management. The team serves as subject matter experts across our entire range of ETFs, working closely within the Distribution group, regularly traveling/participating in Zoom discussions with wholesaler clients to discuss our ETFs in depth, and how to position within client portfolios.The team is also responsible for prospecting new client opportunities, and often serves as both Sales and Specialist when engaging OCIO firms, other asset managers/Institutional clients, The team is also focused on providing periodic investment commentary, either more macro-oriented or strategy-specific, to help our Sales team in their efforts to engage end clients in their discussions. Work closely with several groups across the organziation, such as National Accounts, Insurance/Retirement, Product Developement and the Investment teams to ensure we remain at the forefront of innovation within the ETF landscape.