• Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.
• 50% travel to support business development efforts using FTIS investment insights providing topical market/product commentary and supporting FTIS’s view.
• Engage with and support a large field sales organization and support on-demand inquiries.
• Participate in the preparation for and execution of client/sales related meetings.
Requirements
- Bachelor’s degree required; MBA preferred (CFA a plus)
- 5-10 years of work experience in asset management
- Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
- Experience as product or distribution specialist with strong understanding of investment concepts and desire to grow a business.
- Experience presenting to and working with Financial Advisors
- Ability to communicate investment insights effectively with internal and external stakeholders
- Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
- Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus.
ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.
Hard Skills
- Investment Concepts
- Multi-Asset Model Portfolios
- ETFs
- Mutual Funds
- SMAs
Soft Skills
- Effective Communication
- Stakeholder Engagement
Certifications & Qualifications
- Bachelor's Degree
- MBA
- CFA
Traveling Client Portfolio Lead in san mateo at Unknown Company
This position is listed as full time and onsite.