ETF Growth Lead

Focus Financial Partners

ETF Growth Lead responsible for building relationships and driving long-term asset growth in evidence-based investing. Focused on business development and thought leadership for a boutique ETF provider.

Posted 7/17/2026full-timeRemote • Montana • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in ETF distribution and wealth management, with a strong ability to build and maintain advisor relationships while educating on investment strategies. Proven track record in business development and pipeline management within a fast-paced financial environment.

Highest-signal resume keywords

ETF DistributionWealth ManagementBusiness DevelopmentAdvisor Relationship ManagementPortfolio Construction

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment MarketsEvidence-Based InvestingTax-Efficient InvestingLong-Term Investment StrategiesPipeline Management

Soft Skills

Excellent CommunicationRelationship-BuildingPresentation SkillsOrganizational SkillsEntrepreneurial Mindset

Certifications & Qualifications

Series 7Series 63Series 65CFA

Industry Keywords

RIAsFamily OfficesCIOsInvestment ImplementationMarket Positioning

About the role

Key responsibilities & impact

Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms.
Generate new business opportunities through proactive outbound prospecting and networking.
Build and manage a healthy pipeline of prospective advisor relationships.
Convert opportunities into long-term client partnerships and ETF allocations.
Expand the firm's presence within the evidence-based investing community.
Educate advisors on ETF implementation, portfolio construction, tax-efficient investing, and long-term investment strategies.
Serve as a trusted resource for advisors evaluating investment implementation decisions.
Differentiate the firm's investment philosophy through thoughtful, consultative conversations.
Build credibility and long-term relationships based on trust and expertise.
Partner with leadership to refine business development strategy and market positioning.
Contribute to marketing initiatives, advisor education, and thought leadership content.
Represent the firm at conferences, industry events, and advisor meetings.
Provide market feedback to help shape future product positioning and growth initiatives.

Requirements

What you’ll need

5+ years of experience in ETF distribution, asset management, wealth management, or financial advisor business development.
Demonstrated success developing new business and cultivating advisor relationships.
Strong understanding of ETFs, portfolio construction, investment markets, and evidence-based investing principles.
Excellent presentation, communication, and relationship-building skills.
Ability to explain complex investment concepts in a clear and practical manner.
Self-starter with an entrepreneurial mindset and strong sense of ownership.
Highly organized with excellent follow-through and pipeline management skills.
Comfortable working independently within a fast-paced, high-growth environment.
Bachelor's degree preferred; industry licenses (Series 7, 63, 65, or CFA) are beneficial but not required.

Benefits

Comp & perks

Base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set.
The base pay is just one component of the total compensation package.
Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).
The firm will also consider support for further education and/or industry designations.
Our culture rewards personal growth opportunities from strong performance.