iCapital Network
m+ ETF Sales Specialist - Assistant Vice President / Vice President
$130K–$185K
New York, New York, United States · Director · Full-time · Posted Feb 26, 2026
- Experience
- 7+ years of client-facing investment-industry experience; examples include external wholesaler, internal wholesaler, relationship manager, or product specialist.
- Education
- Bachelor’s degree in a related field.
About the job
Promote and distribute iCapital’s m+ ETF lineup to financial advisors and wealth-management firms, growing assets and managing client relationships.
What you'll do
- Acquire and expand client relationships, onboard clients, and educate advisors about m+ ETFs and their role in portfolios.
- Partner with internal sales and marketing teams on distribution, campaigns, webinars, and events; maintain competitor analysis and sales pipeline records.
- Travel to meet advisors and clients and support new and existing business.
What they ask for
- 7+ years of client-facing investment-industry experience.
- Bachelor’s degree in a related field.
- Strong understanding of ETFs, portfolio construction, and creation/redemption mechanics; proven sales or relationship-management experience.
- Series 7 and 63 licenses; willing to travel 50% of the work schedule.
Nice to have
- ETF sales experience; capital markets or derivatives experience is a plus.
- Experience covering RIA aggregators, larger RIAs, and independent broker-dealers, with strong relationships in these segments.
Pay
$130,000 to $185,000 (base salary)
Model-written summary · the original posting is authoritative