About this opportunity
Measured Risk Portfolios, Inc. lists this Investment Sales Director - ETFs opportunity in rockville centre, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Founded in 2007, Measured Risk Portfolios is an Independent RIA and home of SynthEquity® (Synthetic Equity) Portfolios. SynthEquity® is an options-based strategy designed to deliver the long-run uncapped upside potential of a benchmark with measured risk.
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On 03/10/2025, the firm rolled out its first SynthEquity® ETF (Ticker: SNTH) into a competitive ETF landscape. After strong demand from the investment advisory community, the fund has recently launched its second ETF, (Ticker: SNTQ).
Leveraging the early success of the SynthEquity® ETF suite, Measured Risk Portfolios is seeking an ambitious self-starter to play a critical part in the growth and development of growing SynthEquity® fund suite.
In addition, this position will also be responsible for raising capital for the firm's Separately Managed Account strategy, which has an impressive 10-year performance track record compared to its benchmark, the S&P 500.
This hire will serve as the fourth Sales Director on a growing sales team. This role reports to, supports, and has the opportunity for extensive training from the firm's Chief Revenue Officer (CRO).
This is an excellent opportunity for a motivated professional who wants to break into investment distribution, asset management, and the ETF industry.
This role can offer rapid career advancement based on individual performance, offers a high degree of visibility into distribution channels, and potential to grow alongside a rapidly developing firm.
This is a full-time in-office position, located in Rockville Centre, NY. Please do not apply to this position if you are not able to work in person.
As this is a performance-based role, on-target earnings may vary.
Salary = 50k - 85k based on relevant experience.
Expected First Year On-Target Earnings: 75k-140k based on relevant experience and production.
Bonus = Discretionary Monthly Bonus based on the Sales Performance of the firm and individual contributions.
Commission = Uncapped, based on new assets driven into the firm's separately managed Account Strategy.
Key Responsibilities
Partner with the CRO to execute a strategic distribution plan focused on SynthEquity®.
Proactively engage with financial advisors (RIA, IBD, wirehouse, bank, TAMP) to educate them on the value proposition of the fund.
Close new business!!
Conduct outbound prospecting via phone, email, webinars, industry conferences, and virtual events.
Manage AI-driven sales and data enrichment tools.
Manage a prospect and client pipeline in coordination with the CRO and other sales directors.
Assist in planning and executing regional/national events, webinars, and conferences.
Support platform due diligence and onboarding efforts with custodians, TAMPs, model marketplaces, and broker-dealers.
Contribute to and execute on ad-hoc requests from the CRO.
Qualifications
Highly Preferred:
CIMA Certification or other relevant industry certifications (CFP®, CFA, CAIA, etc)
Rolodex of high-quality investment advisor relationships (geographically agnostic)
Knowledge of ETFs & the wealth management landscape
Knowledge of options strategies and options-based ETFs.
Series 65 license with no negative disclosures.
Required:
Bachelor's degree from an accredited University with a business major (Finance, Accounting, etc).
Coachable.
Team Player.
Strong communication, organization, and presentation skills.
Self-starter with an entrepreneurial mindset.
Closer!!
What We Offer:
High visibility into the fastest-growing segment of the ETF market.
An AI-forward tech stack to help power sales
Hands-on sales and marketing training from the CRO, who has raised over $1 billion in capital.
An opportunity to develop a strong professional reputation with the Wealth Management & ETF community.
Career growth, development, and enhancement.
Benefits
Competitive base salary plus ability to earn monthly bonuses and uncapped commission.
Health insurance premium covered at employer expense.
Unlimited PTO
Ability to participate in 401(k) Company Match after 1 year of employment. xhqgsiq
Must be willing to undergo a background check.
Worksite address
rockville centre, NY, 11570, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.