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 six 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 

iCapitalis looking to hire an Assistant Vice President to join the Mid-Atlantic U.S. region of the Structured Investment Distribution team.This high-performing leader will oversee all aspects of wholesaling investment products to registered representatives.Reporting into the Senior Vice President, this role will work amongst a talented team of professionals who are making an impact atiCapital.We are looking for someone who is both strategic & hands on, & able to manage multiple clients while developing new relationships. 

Responsibilities 

• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, & service existing clients.  
• Educate advisors on the merits of structured investments as part of client portfolios.  
• Continue to self-educate & be able to discuss our 200+ monthly offerings.  
• Work in close partnership with home offices & issuer partners on new offerings.  
• Analyze regional & product sales trends within participating broker-dealer firms & among individual Financial Advisors.  
• Onboard new clients to iCapitals best-in-class network to support business growth.  
• Travel regularly in the market to meet with advisors & clients to support new & existing business.  
• Utilize contact management system to capture information & schedule follow up activities. 

Qualifications 

• 5+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)  
• Demonstrated ability to work in a fast-paced entrepreneurial environment & follow a rigorous sales process  
• Able to sell & provide support for a diverse platform of structured investments & other Defined Outcome offerings  
• Series 7and63 licensesarerequired  
• Experience covering large independent broker-dealersand Registered Investment Advisors (RIAs) preferred 

Benefits 

The base salary range for this role is $60,000-$70,000 plus sales commissions. 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.