iCapital Network
m+ ETF Sales Specialist - Associate / Assistant Vice President
$85K–$125K
New York, New York, United States · Director · Full-time · Posted Feb 26, 2026
- Experience
- 2–5+ 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
Sells iCapital’s m+ ETF strategies to financial professionals in the Western region, developing and supporting client relationships.
What you'll do
- Acquire new clients, grow existing relationships, and educate advisors about m+ ETFs.
- Partner with internal Sales and Marketing teams on distribution, campaigns, webinars, and events.
- Manage the sales pipeline, maintain competitor analysis, and travel to meet advisors and clients.
What they ask for
- 2–5+ years of client-facing investment industry experience.
- Bachelor’s degree in a related field.
- Series 7 and 63 licenses.
- Willingness to travel 25% of the work schedule.
Nice to have
- Asset management or ETF sales experience; structured investments experience is a plus.
- Experience covering RIA aggregators, larger RIAs, and independent broker-dealers, with strong relationships in these segments.
Pay
$85,000 to $125,000 USD base salary
Model-written summary · the original posting is authoritative