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

Job description

About the Role iCapital is looking to hire a Assistant Vice President or Vice President to join the new m+ ETF Distribution team responsible for growing assets under management (AUM) by promoting and distributing the firm’s new ETF lineup to financial advisors, RIAs, Broker Dealers, and TAMP platforms. This role sits at the intersection of capital markets, portfolio construction, and relationship management. This high-performing leader will report to the m+ funds Division Manager 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. - 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...