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Jonathan Dollfus

@jonathandollfus

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Dynamic ETF Director with a proven track record in finance.

United States

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What I'm looking for

I am seeking a role that offers growth opportunities and a collaborative environment where I can leverage my financial expertise to drive success.

As an ETF Director at Hartford Funds, I have successfully led the Wisconsin & Minnesota Territories, achieving over 25% year-over-year sales growth. My role involves engaging with over 500 Financial Advisors, delivering insightful presentations on market analysis and ETFs. I was selected as one of 12 individuals to pilot a new sales force dedicated to ETFs, where I also oversee the training of new members.

Previously, I served as an Internal Advisor Consultant, where I collaborated closely with an External Consultant to manage a $300+ million territory. My efforts in developing and maintaining relationships with over 1500 Financial Advisors significantly boosted our sales and market share. I was honored with the Hartford Funds Most Improved Award in 2022 for my contributions.

My career began at J.P. Morgan Private Bank, where I supported a team in delivering personalized investment strategies to Ultra High Net Worth clients. I have also gained valuable experience as a Summer Analyst at UBS Wealth Management and Bank of America Merrill Lynch, where I honed my analytical skills and contributed to performance tracking initiatives.

Experience

Work history, roles, and key accomplishments

ETF Director

Hartford Funds

Jul 2023 - Mar 2025 (1 year 8 months)

Ran the Wisconsin & Minnesota Territories for Hartford’s Systematic ETF Team, achieving over 25% year-over-year sales growth. Engaged with over 500 Financial Advisors, delivering presentations on market analysis, ETFs, and practice management. Piloted the new ETF sales force and oversaw training for new team members on ETF Division and financial principles.

ETF Sales Client Engagement Market Analysis Financial Advisor Sales Growth Presentation Skills

Internal Advisor Consultant

Hartford Funds

Jun 2019 - Jun 2023 (4 years)

Collaborated with an External Consultant to manage the $300+ million Wisconsin territory, conducting thousands of meetings and workshops for Financial Advisors. Developed and maintained over 1500 relationships, significantly increasing sales and market share of Mutual Funds and ETFs. Recognized with the Hartford Funds Most Improved Award in 2022.

Relationship Management Sales Strategy Market Share Growth Financial Advisor Client Seminars

Banker Analyst

J.P. Morgan Private Bank

Jun 2018 - May 2019 (11 months)

Supported an integrated team in delivering account maintenance, portfolio analytics, and personalized investment strategies to Ultra High Net Worth clients. Built customized monthly performance reviews for over 100 clients using Bloomberg Terminals and internal reporting services. Constructed a database of over 700 potential prospects with custom wealth profiles for UHNW Bankers.

Account Management Bloomberg Terminal Database Management Ultra High Net Worth Clients Financial Analysis

GTP Investment Management Summer Analyst

UBS Wealth Management Americas

Jun 2017 - Aug 2017 (2 months)

Supported portfolio managers overseeing $15 billion in discretionary client assets by collaborating with manager research analysts on equity and fixed income asset classes. Constructed a dynamic factor heat map to track historical fund performance versus benchmarks across various macroeconomic environments. Composed the first performance tracker for Investment Management Research output, now revie

Investment Management Equity Research Fixed Income Research Data Visualization Performance Tracking Financial Modeling

Global Wealth Management Summer Analyst

Bank of America Merrill Lynch

May 2016 - Aug 2016 (3 months)

Supported global wealth management activities, gaining exposure to comprehensive financial strategies and client service. Assisted with client-facing tasks and contributed to internal reporting processes. Developed foundational knowledge in wealth management operations and financial advisory services.

Wealth Management Financial Services Client Services Financial Reporting Market Research Data Entry Advisory

Education

Degrees, certifications, and relevant coursework

University of Florida, Warrington College of Business Administration

Bachelor of Science in Business Administration, Finance

Grade: 3.71/4.00

Completed a Bachelor of Science in Business Administration with a focus on Finance. Achieved a GPA of 3.71/4.00 and a GMAT score of 700/800.

University of Florida Hough Graduate School of Business

Master of Science, Finance

Obtained a Master of Science in Finance from the Hough Graduate School of Business. The program focused on advanced financial concepts and analytical techniques.