After launching their Indexed Risk Control™ strategies to the ERISA market in early 2020, our client seeks to follow up their success with the launch of a flagship investment strategy as an ETF offering in 2021, completing our channel availability with a public offering. In this role, you’ll work with company executives and owners from a variety of internal teams – including product marketing, portfolio management, and business development – to organize a path to success and ultimately deliver results. After successfully enabling our distribution efforts with a publicly available solution, you’ll be responsible for crafting the roadmap for expanding our product lineup for investors, financial advisors, and institutional clients.

Key Responsibilities

• Be a founding member of a product management organization with an emerging, innovative investment manager
• Lead the launch of our flagship ETF from start to finish, then follow this up with big launches on our product roadmap enabled by this in the years ahead
• Work directly with internal stakeholders in portfolio management, product marketing, and business development to coordinate and deliver product launches on behalf of our clients
• Join a collaborative environment where creativity and innovation are our priority, utilizing the best technologies available to solve real-world problems
• Develop and maintain a project plan that results in the successful launch of our flagship ETF; Identify stakeholders and business requirements, and coordinate team members to complete tasks and ultimately deliver results on schedule
• Act as the main point of contact and subject matter expert on ETF features, trading, and distribution
• Provide product expertise related to ETF mechanics including creation/redemption, pricing, and operational nuances of various fund structures
• Identify institutional use cases for our ETFs by working alongside various sales and trading teams
• Partner with product marketing to develop ETF content, commentary, and sales ideas to support distribution
• Build and maintain relationships with ETF vendors and service providers to promote product quality and growth
• Participate in client and industry events and conferences to promote  ETF solutions

Required Qualifications

• Bachelor’s degree required; 5+ years of experience in financial services, with 2+ years, dedicated ETF experience required
• First-hand experience in launching an ETF product to market, or technical experience supporting a core function of ETF operations (e.g. creation/redemption)
• Deep knowledge of ETF mechanics, including the factors that drive pricing, distribution scale, and liquidity
• Excellent project management skills and attention to detail; experience with Asana or similar workforce collaboration tool preferred
• Excellent communicator, with experience presenting to senior leaders and clients
• Highly organized and self-motivated, with good analytical, research, and writing skills
• A deep sense of ownership and the ability to collaborate with multiple teams and stakeholders to drive projects and initiatives
• A willingness to dive deep into tough problems, be challenged, and deliver results against your commitments

Preferred Qualifications

• First-degree relationships with key ETF market participants a plus
• Multi-asset knowledge, including fixed income and derivatives preferred (options)
• Strong technical skills (Excel, Bloomberg, etc.)
• Series 7 and 63 preferred
• CFA, MBA, or advanced degree preferred

Covenant Consulting strives to attract, cultivate and retain exceptional talent. If you feel you are a match for the position and are interested in a great growth opportunity, we encourage you to contact Elise.Hebert@Covenant-Consulting.com