Description
iCapital is looking for an Associate or Assistant Vice President to join the Structured Investments m+ ETF Distribution team, focusing on sales in the Western region.
The successful candidate will oversee all aspects of selling ETF strategies to financial professionals, primarily in the RIA and IBD space, and report to the m+ funds Division Leader.
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.
- 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.
Benefits:
- Base salary range: $85,000 to $125,000.
- Comprehensive benefits package, including employer-matched retirement plan, generously subsidized healthcare, 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.