m+ ETF Sales Specialist - Assistant Vice President / Vice President

The role

This person will grow assets under management by promoting and distributing the m+ ETF lineup to financial advisors, RIAs, Broker Dealers, and TAMP platforms. The role involves consultative sales, client onboarding, and educating advisors on ETF merits.

What you will do

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

Required qualifications

• 7+ 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
• Strong understanding of ETFs (structure, tax treatment, liquidity), portfolio construction, and creation/redemption mechanics
• Self-sufficient and able to explain complex concepts simply
• Proven sales or relationship-management experience
• Comfortable with market volatility and performance conversations
• Able to sell and provide support across multiple m+ ETF strategies
• Series 7 and 63 licenses are required

Nice to have

• ETF Sales experience
• capital markets or derivatives 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, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is a firm with a new m+ ETF Distribution team. The company is an Equal Employment Opportunity and Affirmative Action employer.