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Experience Level
Mid to Senior
Qualifications
QualificationsOver 7 years of experience in the investment industry with a client-facing role (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist). Previous ETF sales experience is highly favored, with capital markets or derivatives experience being a plus. A Bachelor's degree in a relevant field. Proven capability to thrive in a fast-paced, entrepreneurial environment while adhering to a structured sales process. Strong knowledge of ETFs (including structure, tax implications, liquidity), portfolio construction, and creation/redemption mechanics. Ability to independently clarify complex concepts for clients. Demonstrated sales or relationship management expertise. Comfort with discussing market volatility and performance metrics. Proficiency in selling and supporting various m+ ETF strategies. Possession of Series 7 and 63 licenses is mandatory.
About the job
About the Role
iCapital is seeking an experienced Assistant Vice President or Vice President to join our dynamic m+ ETF Distribution team. This role is pivotal in driving the growth of our assets under management (AUM) by actively promoting our innovative ETF offerings to financial advisors, Registered Investment Advisors (RIAs), Broker Dealers, and Turnkey Asset Management Programs (TAMPs). Positioned at the crossroads of capital markets, portfolio management, and client relationship development, this high-impact leader will report directly to the m+ Funds Division Manager and collaborate with a talented team dedicated to making a significant impact at iCapital. The ideal candidate will possess a strategic mindset, an entrepreneurial spirit, and the ability to simultaneously manage multiple client relationships while forging new partnerships.
About iCapital
iCapital is a leading financial technology company revolutionizing the way investors access alternative investments. We are committed to providing innovative solutions that enhance investor outcomes and simplify the investment process for financial professionals and their clients.
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Overview: At Guidepoint, our Business Development teams are dedicated to enhancing our relationships with both new and existing clients. We support all of Guidepoint's service offerings, facilitating connections and conveying how we empower clients to stay informed and make informed business decisions. Our teams are driven to deliver tailor-made offerings that maximize the value of our partnerships. We are currently looking for a talented individual to join our Institutional Sales team as an Associate Vice President, Client Growth. This role reports directly to the Head of US Client Growth and involves promoting our subscription-based research services to various business units within existing clients, including hedge funds, mutual funds, and private equity firms, to boost overall usage. Please note: This is a hybrid role based in our New York City office. Key Responsibilities: Acquire a comprehensive understanding of industry coverage and the competitive landscape. Collaborate with management to expand the user base within client firms, proactively promoting Guidepoint subscriptions based on client usage. Engage in outbound prospecting to generate leads within existing client accounts, following up on warm leads. Achieve designated growth targets through strategic and thoughtful approaches that enhance client value. Effectively onboard new users. Collaborate closely with the client service team to gather feedback on ongoing projects and the advisors we have provided for client review. Qualifications: 3-5 years of experience in sales, business development, banking, business consulting, and/or account management. A Bachelor’s degree from an accredited four-year university. Extensive knowledge of the sales process, from lead generation to relationship management. Exceptional communication skills, with the ability to engage high-profile clients (Hedge Funds, Mutual Funds, Private Equity, Corporates). Proven ability to thrive in a team-oriented environment. A strong desire to excel in a fast-paced, entrepreneurial atmosphere. Demonstrated initiative and capability to take on increasing responsibilities over time. Strong relationship management skills with stakeholders at various levels of seniority.
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About DealpathDealpath stands as the premier real estate investment management platform, facilitating over $10 trillion in transactions for an elite clientele, including industry giants like Blackstone, Brookfield, Starwood, Nuveen, CBRE IM, and LaSalle. Our mission is both straightforward and revolutionary: to enhance real estate investment and capital markets with data-driven insights and collaborative tools via our bespoke software in this AI era.Supported by esteemed investors such as Morgan Stanley Expansion Capital, Blackstone, Nasdaq Ventures, JLL, and 8VC, Dealpath is on a path to redefine the industry, focusing on delivering substantial, sustainable value for our clients, stakeholders, and team members.The OpportunityAs the Vice President of Marketing, you will be at the forefront of shaping Dealpath’s growth narrative, strategy, and execution. Reporting directly to the CEO, you will collaborate closely with our leadership team to enhance our market presence, drive demand generation, and position Dealpath as the go-to data and workflow solution for institutional real estate investing.This role demands a hands-on leader with high visibility across the organization, engaging directly with C-suite executives from the world’s leading investment management firms, including Blackstone, Brookfield, Nuveen, JLL, and CBRE.What You’ll DoDevelop and implement Dealpath’s marketing strategy to drive tangible growth in pipeline, revenue, and brand recognition.Build, lead, and motivate a top-tier marketing team emphasizing creativity, accountability, and teamwork.Oversee integrated marketing initiatives across demand generation, product marketing, field and customer marketing, brand development, content creation, public relations, and communications.
Jan 5, 2026
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