m+ ETF Sales Specialist - Associate / Assistant Vice President

The role

This person will oversee all aspects of selling ETF strategies to financial professionals in the RIA and IBD space. They will acquire new relationships, expand existing client relationships, and educate advisors on m+ ETFs.

What you will do

• Leverage a consultative sales process to acquire and expand client relationships.
• Work with other Sales teams to expand the reach of m+ ETFs.
• Educate advisors on the merits of m+ ETFs.
• Onboard new clients to iCapital's network.
• Travel regularly in the market to meet with advisors and clients.
• Utilize contact management systems to manage pipeline.
• Collaborate with the Marketing team on email campaigns, webinars, and industry events.
• Collect and maintain competitor analysis.

Required qualifications

• 2-5+ years of experience working within the investment industry in a client facing capacity
• Bachelor’s degree in a related field
• Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
• Self-sufficient and a self-starter
• Able to sell and provide support across multiple m+ ETF strategies
• Series 7 and 63 licenses are required

Nice to have

• asset management or ETF sales experience
• structured investments experience
• Experience covering RIA aggregators, larger RIAs, and independent broker-dealers
• strong relationships with these client segments

Benefits

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Subsidized healthcare
• 100% employer paid dental
• 100% employer paid vision
• Telemedicine
• Virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is an Equal Employment Opportunity and Affirmative Action employer.