ETF Sales Leader - Associate/AVP, Advisory Growth

iCapital; New York (NY); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Equity for all full-time employees

Comprehensive benefits package

Employer matched retirement plan

Unlimited paid time off (PTO)

Job summary

A leading investment firm is seeking an Associate or Assistant Vice President to join their Structured Investments m+ ETF Distribution team in New York. This strategic role focuses on developing client relationships and promoting m+ ETFs to financial professionals. The ideal candidate will have 2-5+ years of investment industry experience, preferably in sales, and will possess a Bachelor's degree along with necessary licenses. This role combines in-office time and remote flexibility to enhance performance.

Qualifications

• 2-5+ years of experience in the investment industry in a client-facing role.
• Experience in asset management or ETF sales is highly preferred.
• Series 7 and 63 licenses are required.

Responsibilities

• Leverage a consultative sales process to acquire new and service existing clients.
• Collaborate with marketing on email campaigns and webinars.
• Educate advisors on the merits of m+ ETFs as part of their portfolios.

Skills

Client relationship management

Consultative sales process

Entrepreneurial mindset

Investment industry knowledge

Knowledge of m+ ETF strategies

Education

Bachelor’s degree in a related field

Tools

Contact management systems

Job description

A leading investment firm is seeking an Associate or Assistant Vice President to join their Structured Investments m+ ETF Distribution team in New York. This strategic role focuses on developing client relationships and promoting m+ ETFs to financial professionals. The ideal candidate will have 2-5+ years of investment industry experience, preferably in sales, and will possess a Bachelor's degree along with necessary licenses. This role combines in-office time and remote flexibility to enhance performance.