National Accounts, Alternative Investments Distribution - Assistant Vice President

iCapital 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 $191 billion in global client assets invested in 1,524 funds, as of May 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking for a highly motivated Assistant 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 iCapital’s alternative investment focused distribution efforts.  The ideal candidate has a strong background in investment products and be able to work with clients on alternative investment product placements, firm level marketing initiatives and service level requests to drive sales.  This position will report to the Head of Alternative Distribution AI National Accounts and work closely with our field-based regional sales teams.             

Responsibilities

• Work with research, product, and platform leaders at key clients to introduce iCapital’s Marketplace and Curated Menu of investment offerings.    
• Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience.   
• Own product and platform rollouts coordinating across General Partners, key clients, and iCapital regional sales team members to maximize sales opportunity. 
• Create and maintain active SWOT documentation for each key client and establish routines to support each relationship.          
• Develop key client collateral independent of, or in partnership with iCapital’s Marketing team to support our field-based sales efforts. 
• Document all client focused activities via CRM (Salesforce). 
• Regular travel expected for key client support and prospecting activities. 

Qualifications

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

Benefits

The base salary range for this role is $110,000 to $150,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and 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, 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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 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.