Investment Sales Director - ETFs

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.

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.

Must be willing to undergo a background check.