iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & 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 (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); & a three-time winner of MMI/Barrons Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business & implement iCapitals alternative investment product placement & management along with focused distribution efforts, across strategically important RIA or independent broker dealer relationships. This will include carrying out the National Accounts strategy, developing & monitoring success of client business plans. Will be working across home offices, field sales force, value-add programs, all while implementing top-down sales initiatives in collaboration with internal iCapital partners.

The ideal candidate has a strong background in investment products & is able to work with clients on alternative investment product placements, firm level marketing initiatives, & service level requests to drive sales.  This position will report to the Head of Alternatives Distribution National Accounts & will work closely with our field-based regional sales teams.              

Responsibilities

• Lead research engagement for new & existing mandates to deliver industry leading due diligence experience to iCapital white label research teams.
• Cultivate strong & trust-based relationships with Research teams at all levels leadership, analysts & operational due diligence.
• Collaborate seamlessly with iCapital research teams & GP partners to ensure continuous alignment on current views, pipeline, strategy placement & industry trends.
• Become a trusted partner to key clients & work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client & advisor experience.   
• Own product & platform rollouts coordinating across internal partners, general partners, key clients, & iCapital regional sales team members to maximize sales opportunity. 
• Create & maintain active SWOT documentation for each key client & establish routines to support each relationship.
• Develop key client collateral independent of or in partnership with iCapitals Marketing team to support our field-based sales efforts. 
• Document all client focused activities via CRM (Salesforce). 
• Build & strengthen relationships through contact frequency including comprehensive face-to-face, phone, & electronic contact with key decision-makers & points of influence at firms to increase our influence at various firm levels.
• Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales & asset retention.
• Participate in harmonizing strategy & tactics & distribution opportunities for initiatives for assigned firms.

Qualifications 

• 10 + years of experience placing complex products with RIAs & Independent firms 
• Undergraduate Degree required
• Working knowledge of RIA / independent firm ecosystems from a sales, custodial, product, & research perspective; Intermediate knowledge of alternative investment products / asset classes
• Able to influence & persuade others, bridge differences, & build consensus towards a common goal or objective is critical
• Leadership & communication skills are crucial. Must be able to work collaboratively with key internal relationships & external partners
• Marketing & analytical skills required to implement research coverage & top-down strategic plan to execute overall business plan
• Strong sales skills, with history in a consultative sales process
• Able to multi-task & maintain a positive attitude & high-performance level with demanding & time sensitive initiatives 
• Excellent verbal & written communication & strong presentation abilities
• Series 7 & 63 licenses are required
• Ability to travel required, possibly up to 50%of the time for key client support & business development activities

Benefits

The base salary range for this role is $150,000 to $200,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, & an annual performance 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO).

We believe the best ideas & 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, & some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity & 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.