• Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. • Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. • Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. • Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. • Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. • Provide the proper after-sales support and reporting to keep existing clients informed. • Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets.