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

iCapital is looking to hire a Assistant Vice President or Vice President to join the new m+ ETF Distribution team responsible for growing assets under management (AUM) by promoting and distributing the firm’s new ETF lineup to financial advisors, RIAs, Broker Dealers, and TAMP platforms. This role sits at the intersection of capital markets, portfolio construction, and relationship management. This individual is strategic, entrepreneurial, hands-on, and able to manage multiple clients, while developing new relationships.

Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. Onboard new clients, through existing wealth management home office relationships, to iCapital’s best-in-class network. Work with other Sales teams within iCapital to expand the reach of m+ ETFs within the iCapital ecosystem. Travel regularly in the market to meet with advisors and clients to support new and existing business. Utilize contact management system to capture information, schedule follow up activities and manage pipeline.

Collect and maintain competitor analysis.
7+ years of experience working within the investment industry in a client facing capacity (i.e. external wholesaler, internal wholesaler, relationship manager, product specialist),ETF Sales experience is highly preferred, capital markets or derivatives experience is 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
Strong understanding of ETFs (structure, tax treatment, liquidity), portfolio construction, and creation/redemption mechanics
Proven sales or relationship-management experience
Comfortable with market volatility and performance conversations
Willing to travel 50% of the work schedule 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). Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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