ETF Salesperson – AI Funds

Department

The Financial Risk Management Distribution Team interacts closely with portfolio management, trading, portfolio strategist, and marketing teams in a collaborative effort to grow assets under management. The main clientele of the distribution team are RIAs, family offices, banks, wire houses, B/D financial advisors, and institutional investors.

The ETF Salesperson – AI Funds role is part of our expanding sales team. We are seeking a results-oriented individual to drive the adoption of AI Funds’ ETF offerings by actively engaging with financial advisors and investment professionals in the field.

• Develop and execute a strategic external sales plan to achieve and exceed sales targets within the assigned territory.
• Proactively identify, target, and establish relationships with financial advisors, RIAs, broker‑dealer representatives, and other investment professionals within the territory.
• Conduct frequent in-person meetings and presentations to educate advisors on our ETF products, market insights, and portfolio construction strategies.
• Act as a primary point of contact for advisors, providing ongoing support, product updates, and market information.
• Collaborate closely with internal sales support, marketing, product development, and capital markets teams to ensure effective client service and sales support.
• Represent Milliman at industry conferences, regional events, and client meetings within the territory.
• Stay informed about industry trends, competitive offerings, and regulatory developments within the assigned territory.
• Maintain accurate records of sales activities, client interactions, and travel expenses using CRM systems.
• Provide regular feedback from the field to internal teams regarding client needs and market opportunities.
• Travel within the North America territory is required and will naturally increase as client relationships and business opportunities expand.
• Frequently interact with the team at AI Funds to understand positioning and portfolio management techniques that enable these funds to stand out from other strategies.

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Advanced degree or relevant professional certifications (e.g., CFA, CAIA) preferred.
• Industry experience of 8–12 years.
• Minimum of 3–5 years of specific experience in financial services sales, with a strong focus on ETFs.
• Proven track record of successfully building and managing relationships with financial advisors and achieving sales targets within a defined territory.
• Existing relationships with a network of financial advisors preferred.
• Experience launching new ETF products or expanding ETF adoption within a territory preferred.
• Deep understanding of the ETF market, including product structures, trading mechanics, and regulatory environment.
• Strong understanding of the financial advisor landscape within the specified territory.
• FINRA Series 7 and 63 (or equivalent) licenses are required.

• Exceptional presentation, communication, and interpersonal skills, with the ability to effectively engage and influence financial advisors.
• Highly self‑motivated, results‑oriented, and able to work independently with minimal direct supervision.
• Excellent organizational and time management skills.

Candidates hired into this role will be required to work in‑person in the Milliman office in Chicago, IL on a weekly basis, but flexible work arrangements will be considered. The expected Final date to receive applications for this job is July 10, 2026.

The overall range for this role is $120,635 - $199,605. A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

• Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
• Employee Assistance Program (EAP) – Confidential support for personal and work‑related challenges.
• 401(k) Plan – Includes a company matching program and profit‑sharing contributions.
• Discretionary Bonus Program – Recognizing employee contributions.
• Flexible Spending Accounts…