ETF Client Portfolio Strategist | Remote

At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.

Allianz is looking for an experienced and client-centric Client Portfolio Strategist to lead the positioning, education, and implementation of buffered ETFs within client portfolios. Reporting to the Head of ETF Distribution Strategic Relationships, this role bridges investment strategy and client engagement, helping financial advisors, institutions, and platforms incorporate structured ETF strategies to manage risk, enhance outcomes, and navigate volatile markets.

As a product and strategy expert on buffered ETFs, you will play a central role in driving adoption across channels by delivering portfolio insights, conducting consultations, and contributing to thought leadership.

What you do:

• Client-Facing Strategy Support:
• Serve as a subject matter expert (SME) on the firm's ETF lineup and portfolio applications across various market environments.
• Partner with ETF Distribution team to deliver timely and relevant portfolio insights to clients, including broker dealer, RIA, custodian, and institutional gatekeepers, due diligence analysts, portfolio managers, and financial advisors.
• Conduct portfolio consultations to help clients optimize asset allocation using buffered ETFs
• Maintain close relationship with Allianz Investment Management ETF Strategy and Portfolio Hedging team.
• Portfolio Construction & Analytics:
• Analyze client portfolios and propose ETF-based solutions using proprietary tools and risk analytics.
• Collaborate with internal investment strategists to produce model portfolios, sector/thematic views, and macro-aligned ETF allocations.
• Support bespoke client requests, including look-through analyses, transition planning, and scenario modeling.
• Proficiency with financial analysis platforms (e.g., Morningstar Direct, FactSet, Bloomberg, YCharts).
• Content Development & Thought Leadership:
• Contribute to whitepapers, investment commentary, market outlooks, and ETF positioning pieces.
• Partner with marketing to generate engaging materials that communicate ETF benefits and use cases.
• Represent the firm at client events, conferences, webinars, and media engagements as needed.
• Utilization of artificial intelligence tools and resources (e.g. generative AI).

What you bring:

• 11+ years of experience required: Financial services with 5-10 years of experience in investment strategy, ETF distribution, portfolio consulting, or asset management.
• Four-year degree required
• Licensing/Certification/Other: Active FINRA series 7 and 63, required; must have a clean U4 record.
• Proficiency with financial analysis platforms (e.g., Morningstar Direct, FactSet, Bloomberg, YCharts).
• Advanced degree preferred: MBA or Master’s in Finance.
• Licensing/Certification/Other: CFA, CAIA, CIMA, or CFP designation preferred
• Travel required (up to 75%)
• You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship. 

Base Salary Range $90,000 - $100,000

In addition to base salary, a portion of your total compensation is based on commissions. Actual commission earned is driven by assigned territory and individual sales performance.

78174 | Sales & Distribution | Professional | Non-Executive | Allianz US Life | Full-Time | Permanent

What we offer:

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer a choice of comprehensive medical and dental plan options, a generous time off plan and an outstanding 401(k) company match. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of race, ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.

Join us. Let's care for tomorrow.

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