- Evolve the client coverage model in partnership with the regional team (e.g., firm segmentation, geographic coverage, and exiting investor base).
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.
- Develop sales proficiency with menu of 60+ offering menu of private credit, private equity, real estate, and hedge funds.
- Work with internal iCapital stakeholders and general partners to educate advisors and grow overall adoption.
- Travel in the market regularly to meet with advisors, clients, and centers of influence in support of sales goals.
- 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio manager, product specialist)
- Bachelor's degree; Preference for progress towards or completion of the CFA/CAIA designation or an MBA
- Experience working with registered investment advisors or independent broker dealers in a sales or product specialist capacity
- Demonstrated success with selling and supporting a diverse platform of alternative investment strategies across hedge funds, private equity, private credit, and real estate
- Comfortable taking initiative and working in a heavily formulaic compensation model
- Series 7 and 63 licenses required (obtain within 60 days of start)
- Willingness to obtain CAIA within 2-3 years of hire
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Southwest, Regional Director - Salt Lake City, United States - iCapital
Description
Job Description
Job DescriptioniCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $176 billion in global client assets invested in 1,433 funds, as of December 2023.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years ; a three-time selection by Forbes to its list of Best Startup Employers ; and a three-time winner of MMI/Barron's Solutions Provider award (See link below).
About the RoleiCapital is looking to hire a Vice President level sales leader for our Southwest market. The Southwest team is responsible for covering (TX, NM, OK, UT, CO, KS, NE, ND, SD, MT, WY, ID). This individual will be part of iCapital's Alternatives Distribution team and will report to the Southwest Regional Alternative Investment sales leader. The Alternatives Distribution team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional, and independent broker dealers and bank trust clientele.
ResponsibilitiesThe base salary range for this role is $125,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and a commission based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer:
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
