Head of ETF Sales

Cohen & Steers, Inc.
Long Island City, New York, US
$200K-$250K a year
Full-time

Job Title : Head of ETF Sales

Ensure you read the information regarding this opportunity thoroughly before making an application.

Department : Global Distribution

Reports To : Executive Vice President, Head of Wealth Management

FLSA Code : Exempt

Estimated Salary : $200,000 - $250,000

Job Summary :

Cohen & Steers is a global leader in real assets and alternative income solutions and seeking a Head of ETF Sales to drive the firm’s expansion into active ETFs.

This role will develop a strategy to acquire new clients and cross-sell existing clients, partnering closely with a tenured distribution team with a wide scale platform across the US Wealth landscape.

Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities / Activities :

  • Develop and execute a sales strategy to integrate active ETFs into the product offerings for Cohen & Steers US Wealth distribution
  • Identify key ETF targets through a data-driven approach, secure new relationships with ETF-centric buyers, work with key platforms and partners to expedite the onboarding of Cohen & Steers ETFs
  • Partner with regional wealth management consultants, strategic partnership group, marketing, product development and business strategy to rapidly gather AUM for new ETF launches (from seed to scale)
  • Develop new Cohen & Steers clients, cross-sell existing clients and protect and grow Cohen & Steers market share as clients migrate to the ETF vehicle
  • Build Cohen & Steers end-to-end ETF platform with sales, capital markets, product management, CRM, fund operations, marketing, etc.
  • Partnering with the Head of Capital Markets, leverage existing relationships with market makers, APs, industry COIs, and research teams to bring Cohen & Steers into the ETF eco-system
  • Represent Cohen & Steers as a subject matter expert in the ETF industry (conferences, media, events, etc.)
  • Secure new partnerships with leading TAMPs, commercial RIAs, model portfolios, ETF strategists and asset managers to diversify and grow Cohen & Steers client base with new ETF asset pools
  • Work with CNS sales leadership on ETF training, reporting, compensation, campaigns, and advocacy to integrate ETFs into the CNS selling system
  • Ultimately responsible for driving sales and net new assets into CNS’s suite of active ETFs

Minimum Requirements :

  • Extensive experience with an ETF issuer (7+ years) in a senior sales and distribution capacity
  • Demonstrated track record of growing new ETF launches and securing early commitments to new products
  • Entrepreneurial and creative mindset to identify new sources of demand for active ETFs
  • Ability to meaningfully partner across the organization for success by leveraging the existing distribution infrastructure (relationships, platforms, sales teams, marketing)
  • Strategic sales skills necessary to design and run a national sales campaign to raise assets with early adopters (RIAs, ETF strategists, platforms)
  • Deep knowledge and experience working with ETF, RIA, B / D, and industry data providers
  • Relationships across the ETF industry including key ETF-centric RIAs and ETF strategists
  • Series 7 & 63 licenses required
  • CFA / CIMA or equivalent preferred

Note : This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

The job title or duties and responsibilities may be changed by the Company at any time. #LI-CB

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10 days ago
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