Job Description
Senior Director, ETF Specialist
As a Senior Director, ETF Specialist, you will be at the forefront of shaping the ETF growth strategy—driving sales momentum, expanding market share, and accelerating asset growth in a fast‑evolving investment landscape. This role offers a unique opportunity to influence outcomes by combining deep product expertise with strong relationship‑building and a passion for delivering value to clients.
Through your deep expertise in ETF and your ability to clearly articulate investment concepts, you will serve as an ambassador for the organization, supporting advisors in their decision‑making and contributing to the visibility and recognition of our expertise across the industry.
As a trusted partner across sales, marketing, and product teams, you will champion innovative ETF strategies that anticipate market trends and respond to the changing needs of investors.
Your Role:
- Drive ETF sales by partnering with regional sales teams to develop and execute ETF sales strategies.
- Collaborate with wholesalers to analyze and segment their client base, enabling the identification of targeted ETF opportunities within each region.
- Act as a trusted expert to financial advisors, helping them integrate ETF strategies into diversified portfolios.
- Deliver client presentations, webinars, and training sessions to promote understanding of ETF solutions.
- Collaborate with product, sales, portfolio management, and marketing teams to develop sales tools and market positioning materials.
- Represent the firm at industry events and advisor conferences as a subject‑matter expert.
Your Team:
At NBI we’re dedicated to delivering innovative investment solutions that help advisors and investors achieve long‑term success. As part of our continued growth, we are expanding our ETF expertise to support our sales teams and better serve our clients. We are seeking a passionate and dynamic Director, ETF Specialist, to join our team and actively contribute to the achievement of our growth ambitions.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, Harvard Learning Center, and coaching and mentoring support are available at all times.
Prerequisites:
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 10 years of experience in investment sales or in a product specialist role.
- Strong knowledge of traditional and alternative ETFs.
- Exceptional presentation and relationship‑building skills.
- Proven ability to influence, educate, and inspire advisors.
- Bilingual (English and French).
- Professional designations such as CFA or CIM are considered strong assets.
Languages:
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Skills
- Business Development
- Communication
- Emotional Intelligence
- Problem Solving
- Teamwork
- Accountability
- Client‑focused
- Learning Agility
- Standards Compliance
- Listening
Benefits
- Health and wellness program, including many options
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential banking services
- Opportunities to get involved in community initiatives
- Virtual sleep clinic
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We’re putting people first
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?
For an environment that supports your career path
There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.
For an inclusive and diverse environment
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?
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