Director, Investment Consultant (External Wholesaler)

Who We Are Tema is among the fastest-growing challengers in the ETF industry, specializing in actively managed ETFs that deliver structural growth and durable core solutions. Over the first ten months of 2026, our assets under management have more than doubled to roughly $4B, reflecting strong client demand. We are seeking top talent to help take the business to the next level in 2027 and beyond.

The Role We are seeking an experienced wholesaler to grow Tema’s business across assigned wirehouse, independent broker-dealer, and RIA accounts in Florida and potentially nearby states. You will own prospecting, relationship development and sales execution, working closely with Tema’s distribution and investment teams. Coverage includes Miami, Fort Lauderdale, West Palm Beach, Tampa–St. Petersburg, Orlando, Jacksonville, Sarasota, and Naples, with regular in-person meetings and overnight travel as needed.

Key Responsibilities

• Build and execute a territory business plan that prioritizes advisors by channel, investment needs, and sales potential, with a focused prospect list and efficient travel schedule.
• Win new relationships through proactive calls, emails, referrals, and marketing follow-up, converting interest into qualified opportunities and funded allocations.
• Lead advisor and branch meetings, video presentations, and conference engagements that clearly communicate each strategy’s investment case and portfolio role and drive next steps toward an allocation.
• Deepen existing relationships, identify opportunities to expand use of Tema’s lineup, and provide responsive service before and after an allocation.
• Maintain current advisor profiles, opportunities, and next steps in CRM, using approved prospecting, data, and analytics tools to target outreach and advance sales.
• Meet or exceed goals for net flows, meetings, and qualified opportunities, and share client and competitive feedback to strengthen sales efforts across the organization.

Traits & Abilities

• Pace and execution: Work effectively in a fast-paced, results-driven environment. Prioritize well, act on opportunities quickly, and follow through consistently.
• Resourcefulness and ownership: Tema is a lean organization, and this role operates without an internal wholesaler or administrative assistant. You will manage your territory from prospecting and scheduling meetings to planning travel and handling follow-up, making effective use of the tools and resources available.
• Client-first mindset: Understand each advisor’s needs, respond promptly, and deliver on commitments. Build trust through thoughtful investment conversations and reliable service.
• Investment depth: Tema is an investment-first organization that takes pride in its process and product quality. Commit to learning our strategies, the research behind them, and their role in portfolios so you can lead substantive conversations.

Qualifications

• 7-10 years of investment sales experience with a record of growing ETF assets as a hybrid or external wholesaler.
• Established financial advisor relationships and a strong understanding of the Florida advisor landscape.
• Extensive knowledge of ETFs, trading and liquidity, and portfolio construction, with the ability to explain investment ideas clearly and present with confidence.
• Proficiency with CRM and investment analytics tools, and willingness to adopt approved AI tools to improve productivity.
• BA/BS degree and active FINRA Series 7 and 63 licenses.
• CFA, CFP, CIMA or CAIA credentials a plus.

Compensation Base salary plus performance-based incentive compensation.

Tema ETFs is an equal opportunity employer. We consider qualified applicants without regard to any characteristic protected by applicable law.