ETF Salesperson – AI Funds

The 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 house B/D financialadvisorsand institutional investors.

The Role

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.

Responsibilities:

• Develop and execute a strategic external sales plan to achieve and exceed sales targets within the assigned territory.
• Proactivelyidentify target andestablishrelationships 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.
• Maintainaccuraterecords of sales activities client interactions and travel expenses using CRM systems.
• Provide regular feedback from the field to internal teamsregardingclient needs and market opportunities.
• Travel within theNorthAmericaterritory isrequiredand 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

Job Knowledge Experience Skills

Job Knowledge Required:

• Bachelors degree in Finance Business Administration ora relatedfield.
• Advanced degree or relevant professional certifications (e.g. CFA CAIA) preferred.
• Industry experience of 8 12years.
• Minimum of 3-5 years ofspecificexperienceinfinancial services sales with a strong focus on ETFs.
• Proventrack recordof successfully building and managing relationships with financial advisors and achieving sales targets within a defined territory.
• Existing relationships with a networkof financial advisorspreferred.
• Experience launching new ETF products or expanding ETF adoption within aterritorypreferred.
• 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 arerequired.

Experience and Soft Skills 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.

Location

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 application deadline for this job is September 25 2026.

Compensation

The overall range for this role is $120635 - $199605. A combination of factors will be considered including but not limited to education relevant work experience qualifications skills certifications etc.

Benefits

We offer a comprehensive benefits package designed to support employees health financial security and well-being. Benefits include:

• 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 (FSA) Pre-tax savings for dependent care transportation and eligible medical expenses.
• Paid Time Off (PTO) Begins accruing on the first day of work. Full-time employees accrue 15 days per year and employees working less than full-time accrue PTO on a prorated basis.
• Holidays A minimum of 10 paid holidays per year.
• Family Building Benefits Includes adoption and fertility assistance.
• Paid Parental Leave 11weeks of paid leave for employees who meet eligibility criteria.
• Life Insurance & AD&D 100% of premiums covered by Milliman.
• Short-Term and Long-Term Disability Fully paid by Milliman.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation national origin disability or status as a protected veteran.