m+ ETF Sales Specialist, Associate / Assistant Vice President

iCapital • New York, NY

5h • $85,000 - $125,000 • Hybrid

About The Position

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.

Requirements

• 2-5+ years of experience working within the investment industry in a client facing capacity (i.e. external wholesaler, internal wholesaler, relationship manager, product specialist), asset management or ETF sales experience is highly preferred, structured investments experience a plus
• 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
• Experience covering RIA aggregators, larger RIAs, and independent broker-dealers and strong relationships with these client segments is preferred
• Willing to travel 25% of the work schedule

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.

Benefits

• The base salary range for this role is $85,000 to $125,000.
• iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
• Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
• We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level