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 for a highly motivated Assistant Vice President or Vice President level sales professional to be part of our Alternatives Distribution National Accounts team.  The chosen candidate will work with 10-15 strategically important RIA or independent broker dealer relationships to assist with iCapitals alternative investment focused distribution efforts.  The ideal candidate has a strong background in investment products & be 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 Alternative Distribution AI National Accounts & work closely with our field based regional sales teams.             

Responsibilities

• Work with research, product, & platform leaders at key clients to introduce iCapitals Marketplace & Curated Menu of investment offerings.    
• 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 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). 
• Regular travel expected for key client support & prospecting activities. 

Qualifications

• 7 + years of experience placing complex products with RIAs & independent firms
• Bachelors degree
• Working knowledge of RIA & independent firm ecosystems from a sales, custodial, product, & research perspective; Intermediate knowledge of alternative investment products & asset classes
• Able to multi-task & maintain a positive attitude & high-performance level with demanding & time sensitive initiatives 
• Effective verbal & written communication skills
• Series 7 & 63 licenses

Benefits

The base salary range for this role is $130,000 to $175,000. 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.