ETF Sales, Director

ETF Distribution Investor Relations

Unlimited is a tech driven asset management startup focused on revolutionizing the 2&20 industry by using machine learning to create low-cost index replications. Led by CEO and Founder, Bob Elliott, a former Investment Committee member at Bridgewater Associates. Unlimited’s mission is to offer all investors exposure to sophisticated investment strategies via low-cost exchange listed products. Having built to $250M AUM we're excited to expand our impact with a small agile driven team that shares our grit and passion.

This Sales Ops role will be responsible for:

1. Lead engagement management and conversion to meetings that raise AUM
2. Delivering the optimal client experience for our diverse set of RIA and Financial Advisor clients.
3. Support the CIO and COO in AUM growth initiatives ranging from behind the scenes analysis to client facing meetings

Unlimited is a fast growing and evolving business that requires the ability to combine strategic focus with practical cut-through execution and collaborate effectively with senior stakeholders. Our team is made up of self-reliant, forward thinking, scrappy utility players with the ability to adapt quickly and deliver results.

Must Haves

●       Active Series 7 license

●       3-5 years of ETF sales, investor relations and/or operations experience, ideally at an ETF Issuer with alts products

●       Strong audience awareness and relentless desire to understand the individual client journey and provide exceptional service to clients. Ability to adapt approach and build rapport 

●       Collaborative dynamic team player. Willing to break down barriers to build the strongest client relationships

●       Exceptional active listening skills and audience awareness. Mastery of tone and timing

●       Execution-oriented, analytical mindset with strong detail orientation and follow through. Resourcefulness with the ability to overcome roadblocks to pipeline traction

●       Proactive, resourceful, self- sufficient, persistent, resilient, with a data driven mindset. 

●       Proficient in Salesforce, Microsoft Office (including Excel) and Google Workspace

Annual Salary $100k + Discretionary bonus (up to 100% salary)

Location Requirements Unlimited is based in New York City and operates a flexible hybrid approach with the distribution team onsite 2-3 days a week.

Equity Statement Unlimited embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.