ETF Sales Associate

We are seeking a motivated sales professional to join our team and support the growth of our exchange-traded funds (ETFs) with sophisticated strategies. This role offers the opportunity to work closely with the firm’s partners from prospecting through capital raising. You will take the lead in managing the CRM, tracking the sales funnel, preparing client materials, and supporting outreach efforts.

This is not a marketing position. It is a client-facing role where hard work, attention to detail, and the ability to learn quickly will be critical to your success.

About Us

We manage a suite of exchange traded funds (ETFs) offering sophisticated investment strategies designed for professional and institutional investors. We are looking for a motivated sales associate to help drive our asset-raising efforts. You will take the lead in managing the CRM, tracking the sales funnel, preparing client materials, and supporting outreach efforts.

The Opportunity

This is an opportunity to join a fast-moving, entrepreneurial investment firm where your efforts will have a direct and visible impact. You will work closely with leadership, have some autonomy to shape the sales process, and be measured by results—not bureaucracy. If you thrive on building pipelines, managing relationships, and turning interest into committed capital, this role offers significant upside potential.

What You’ll Do

• Manage CRM and track leads through the sales funnel
• Help convert qualified leads into committed capital
• Prepare client materials and support sales outreach
• Participate in select calls with RIAs and institutional prospects
• Provide regular pipeline updates and sales performance reporting
• Capture market feedback to refine sales strategy

What We’re Looking For

• 2+ years of successful sales experience, ideally in financial services, fintech, SaaS, or another complex B2B environment.
• Proven ability to build and manage structured sales pipelines and close business.
• CRM experience (Salesforce, Constant Contact, HubSpot, etc.) and sales analytics.
• Strong communication skills—confident presenting to professional investors and decision-makers.
• Self-motivated, highly organized, and comfortable in a lean, entrepreneurial setting.
• Bachelor’s degree in Business, Marketing, Economics, or related field preferred (or equivalent experience).

Nice to Have

• Experience selling ETFs, investment vehicles, or other regulated financial products.
• Familiarity with ETF distribution channels and intermediary relationships.
• Ability to quickly learn and articulate complex investment strategies.

Job Type

Full-time

Pay: $45,000.00 - $60,000.00 per year

Work Location: Remote