m+ ETF Sales Specialist - Associate / Assistant Vice President

iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments m+ ETF Distribution team to focus on sales in the Western region. This high-performing leader will oversee all aspects of selling the ETF strategies to financial professionals, primarily in the RIA and IBD space. This role will report to the m+ funds Division Leader and will work on a team of professionals who are making an impact at iCapital. This individual is strategic, entrepreneurial, hands-on, and able to manage multiple clients, while developing new relationships.

Responsibilities

Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients; Work with other Sales teams within iCapital to expand the reach of m+ ETFs within the iCapital ecosystem; Educate advisors on the merits of m+ ETFs as part of client portfolios; Onboard new clients to iCapital’s best-in-class network to support business growth; Travel regularly in the market to meet with advisors and clients to support new and existing business; Utilize contact management systems to capture information, schedule follow up activities and manage pipeline; Collaborate with the Marketing team on email campaigns, webinars, and industry events; Collect and maintain competitor analysis

Requirements

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; Willing to travel 25% of the work schedule

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

Equity for all full-time employees; Annual performance bonus; Employer matched retirement plan; Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; Parental leave; Unlimited paid time off (PTO)