The ETF Relationship Manager, will be responsible for new business development within the independent RIA and Family Office channel. This person will be responsible for marketing a suite of ETF solutions to a group of focus clients and work in conjunction with other Relationship Managers to promote and develop the DoubleLine ETF platform. 

Job Functions

• Develop an annual business plan and devise the necessary activity strategies, tactics and resources to achieve stated goals and objectives.
• Ability to travel across a large territory and work virtually.
• Develop, build and maintain relationships with key financial advisors within a focus list of clients and prospects.
• Meet with advisors and educate them on DoubleLine investment solutions.
• Track all meetings and sales events through CRM system (Salesforce.com).
• Present pre-approved sales presentations in a highly professional manner, which can be adapted to a variety of audiences.
• Interact with Firm staff to coordinate client service and sales efforts.
• Keeps abreast of the current economy, global markets, fund performance and outlook.

• Bachelor’s degree, preferably in marketing or a finance-related major.
• Minimum of 10 years in the investment management industry and 5 years as an external wholesaler.
• Demonstrated success selling ETFs.
• Existing relationships within territory is a strong plus.
• Series 7 and 63 licenses.
• CFA, CIMA or CFP preferred.
• Knowledge of the investment management industry and key portfolio management concepts.
• Understanding of various broker-dealer platforms.
• Strong time management and organizational skill.
• Ability to thrive in an independent, challenging and collaborative environment.
• Problem-solving skills.
• Strong communication skills.