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

Responsibilities

• 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.
• Educate advisors on the merits of m+ ETFs as part of client portfolios.
• 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.
• Collaborate with the Marketing team on email campaigns, webinars, industry events, etc.
• Collect and maintain competitor analysis.

Qualifications

• 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.
• Self-sufficient and able to explain complex concepts simply.
• Proven sales or relationship-management experience.
• 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.
• Able to travel 50% of the work schedule.

Pay

The base salary range for this role is $130,000 to $185,000. 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).

Schedule

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.