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Director, ETF Solutions

PublishedPublished: 6/14/2022
Real Estate
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Job Description

Director, ETF Solutions

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Themes ETFs | White-Label ETF Solutions

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About Us

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Themes ETFs is a rapidly growing ETF platform offering innovative investment solutions across thematic, leveraged and inverse, and options-based strategies.

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In addition to our proprietary ETF offerings, we are expanding into white-label and sub-advisory solutions, leveraging our existing ETF infrastructure and investment expertise to help asset managers, registered investment advisers, and financial institutions launch and manage their own ETFs.

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As we build out this new business line, we are looking for an experienced investment professional to play a key role in developing client relationships, identifying new business opportunities, and helping establish and grow our white-label ETF platform.

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About the Role

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We are seeking a Director, ETF Solutions to help develop and expand our white-label and sub-advisory business.

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This is a client-facing role that sits at the intersection of business development, investment management, and ETF product development. The ideal candidate combines strong knowledge of the ETF industry with excellent relationship management skills, a commercial mindset, and an entrepreneurial approach to building a new business.

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The individual will be responsible for developing prospective client relationships, managing existing partnerships, and working closely with our Portfolio Management Team, legal counsel, and compliance to support the development, launch, and ongoing management of client-sponsored ETFs.

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As an early member of this business initiative, the successful candidate will have the opportunity to help shape our client engagement model, service offerings, and overall business development strategy.

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What You'll Do

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Business Development & Strategic Partnerships

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  • Play an active role in building and expanding the firm's white-label and sub-advisory ETF business.
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  • Identify and develop relationships with prospective clients, including asset managers, registered investment advisers, wealth management firms, and financial institutions.
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  • Lead prospective client meetings and presentations to communicate the firm's ETF platform, investment capabilities, and service offerings.
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  • Develop and maintain a pipeline of prospective clients and strategic partnerships.
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  • Prepare client proposals, pitch materials, due diligence questionnaires, and other business development materials.
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  • Help prospective clients evaluate different ETF structures, advisory arrangements, and portfolio management solutions.
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  • Contribute to the development of the firm's white-label service offerings, client engagement processes, and business development strategy.
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Client Relationship Management

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  • Serve as the primary relationship manager and investment contact for white-label and sub-advisory clients.
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  • Build and maintain long-term client relationships, serving as a trusted resource on ETF product development, investment strategies, and portfolio implementation.
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  • Lead recurring client meetings to discuss portfolio positioning, investment performance, market developments, and fund operations.
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  • Manage client requests and work closely with the Portfolio Management Team to address investment-related and operational matters.
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  • Identify opportunities to expand existing client relationships through additional ETF launches and service offerings.
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ETF Product Development & Launches

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  • Partner with clients and the Portfolio Management Team to evaluate and develop new ETF strategies.
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  • Participate in discussions regarding investment objectives, portfolio construction, fund structures, benchmarks, and operational feasibility.
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  • Serve as the primary client liaison throughout the ETF development and launch process.
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  • Coordinate with the Portfolio Management Team, legal counsel, compliance, and external service providers to manage launch timelines and deliverables.
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  • Support the transition of newly launched ETFs into ongoing portfolio management and client servicing.
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Portfolio & Investment Strategy

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  • Work closely with the Portfolio Management Team to communicate investment strategies, portfolio positioning, performance, and risk exposures to clients.
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  • Explain portfolio construction, investment implementation, risk management, and trading considerations across a range of ETF strategies.
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  • Prepare and present portfolio reviews, investment commentary, performance attribution, and other client-facing investment materials.
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  • Support client discussions regarding investment guidelines, benchmark selection, portfolio implementation, and strategy modifications.
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  • Translate complex investment concepts into clear, actionable insights for clients and prospective partners.
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Ongoing Client & Fund Support

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  • Work closely with the Portfolio Management Team to support the ongoing management and servicing of client-sponsored ETFs.
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  • Facilitate client communications regarding portfolio changes, fund performance, corporate actions, distributions, and other material developments.
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  • Coordinate periodic investment reviews, client reporting, and governance-related requests.
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  • Assist in resolving investment-related questions and operational matters involving clients and external service providers.
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  • Ensure client communications and deliverables are consistent with applicable regulatory requirements and internal policies.
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What We're Looking For

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  • 5–8+ years of relevant experience in asset management, ETF business development, institutional sales, client portfolio management, ETF product management, or a related field.
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  • Strong understanding of the ETF industry, including ETF structures, portfolio construction, investment strategies, and financial markets.
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  • Familiarity with the ETF ecosystem, including investment advisers, fund boards, custodians, administrators, authorized participants, and market makers.
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  • Experience developing and managing relationships with asset managers, registered investment advisers, institutional investors, or financial intermediaries.
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  • Demonstrated ability to identify business opportunities, develop client relationships, and contribute to business growth.
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  • Ability to explain complex ETF structures, investment strategies, and portfolio management concepts to sophisticated investment professionals.
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  • Excellent written, verbal, and presentation skills.
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  • Strong organizational and project management skills, with the ability to manage multiple client relationships and initiatives simultaneously.
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  • Entrepreneurial mindset and willingness to take ownership of initiatives, build processes, and contribute to the development of a new business.
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  • Comfortable working in a fast-paced environment with significant cross-functional responsibilities.
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  • Prior experience with ETF issuers, white-label ETF platforms, ETF distribution, or sub-advisory arrangements is highly desirable.
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  • CFA designation or other relevant professional credentials preferred.
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  • Experience with derivatives-based investment strategies is a plus.
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