Senior ETF Specialist
Location: Maryland, US
Requisition Number: 79790
Position Title:
External Description:
Role Summary
The Senior ETF Specialist will serve as a centralized resource for ETF-related content, product positioning, research, industry intelligence, and internal commentary, supporting both client-facing and strategic initiatives. This role enhances the ETF Specialists team’s capabilities by streamlining information flows, generating insights, and supporting sales and product partners with actionable data and thought leadership. The Senior ETF Specialist will actively support client meetings, respond to ETF inquiries, and deliver ETF education to sales teams and key stakeholders. The position aligns closely with the existing work of the Specialists team and reports into the Head of ETF Specialists.
Responsibilities
ETF Product Positioning:
- Develop competitive ETF product positioning frameworks for key audiences (e.g., broker-dealers, RIAs, platforms, home-office research).
- Partner with Product and Investments to translate strategies and portfolios into compelling ETF narratives and client use cases.
- Support Product team in evaluating category trends, new product ideas, and competitor positioning.
- Contribute to strategic efforts around platform approvals & rec lists, model placement, and product distribution.
Content Development:
- Produce ETF thought leadership materials
- Create and maintain ETF team decks and presentations for client engagement.
- Develop and update ETF educational resources (e.g., ETF structure, tax efficiency, liquidity, derivatives usage).
Internal Commentary:
- Generate actionable trade ideas for sales teams
- Deliver real-time market and sector/regime insights to ETF Specialists.
- Provide regular competitive intelligence and product comparisons.
Industry Intelligence:
- Act as a centralized hub for ETF industry data and insights.
- Monitor industry trends, flows, launches, closures, and competitive activity.
- Disseminate insights to inform leadership and product strategy.
Client Support:
- Participate in client meetings as needed.
- Respond to ETF-related inquiries from sales and internal stakeholders.
Benefits to the Organization:
- Enhances quality, consistency and clarity of ETF communication firmwide.
- Improves Sales and Product teams’ ability to identify trends, opportunities and risks.
- Supports leadership with timely insights for strategic meetings and business updates.
- Expands ETF Specialist bandwidth to focus on deeper client engagement and strategic selling.
- Strengthens platform/product positioning to drive ETF adoption and business growth.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience
- 10+ years of total relevant work experience
- Proficient in ETF data and research tools
- In-depth knowledge of ETFs and competing investment vehicles such as mutual funds, separately managed accounts, etc.
- Strong ETF knowledge including within active ETFs, product structure, trading, and competitive landscape.
- Series 7 and 63 required
Preferred:
- Advanced degree or designation
- Exceptional communication skills including written, verbal, and delivering presentations
- Strong understanding of the players in the ETF ecosystem, capital markets, sophisticated investment vehicles, and financial market’s structure
- Direct experience in ETFs strongly preferred (e.g., research, capital markets, sales, or investment strategy).
- Strong organizational, time management, and relationship management skills
- Ability to drive results and operate independently
- Ability to synthesize complex information into actionable insights.
- Collaborative mindset with a proactive, analytical problem-solving approach.
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Senior ETF Specialist
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.