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.

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.

m+ ETF Sales Specialist - Associate / Assistant Vice President

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Icapitalnetwork

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