m+ ETF Sales Specialist - Associate / Assistant Vice President

iCapital; New York (NY); On-site; 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

New York, New York, United States

About the Role

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.

Qualifications

• 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

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.

EEO Statement

iCapital is proud to be an Equal Employment Opportunity and Affidavit Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Locations

New York, NY; Princeton, NJ; Salt Lake City, UT; Stamford, CT