Northeast, Regional Director

1 month ago

Remote, Oregon, United States iCapital Full time

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 $180 billion in global client assets invested in 1,441 funds, as of February 2024.

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 Role

iCapital is looking to hire a Vice President sales leader for our Northeast market. The Northeast team is responsible for covering (ME, VT, NH, MA, CT, RI, NY, PA, WV). This Individual will be part of iCapital's Alternatives Distribution team and will report into the Northeast Regional Alternative Investment sales leader. The role will call for geographic focus on the western portion of the territory with preference towards candidates located in Philadelphia, Pittsburgh, Buffalo, or Rochester. 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.

Responsibilities

  • Evolve the client coverage model in partnership with the regional team (e.g., company segmentation, geographic coverage, 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 the 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.

Qualifications

  • 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; Progress towards or completion of the CFA/CAIA designation or an MBA is preferred
  • 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 working in a heavily formulaic compensation model
  • Series 7 and 63 licenses are required or must obtain within 60 days of hire
  • Willingness to obtain CAIA within 2-3 years of hire

Benefits

The 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 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. 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.

  • Regional Sales Director

    2 weeks ago

    Remote, Oregon, United States Flowers Foods Full time

    FRESH. FORWARD. FLOWERS. Flowers Foods, Inc. (NYSE: FLO) is a leading US baking company with 2022 sales of $4.8 billion. They offer a wide range of products, including Nature's Own, Wonder, Dave's Killer Bread, Canyon Bakehouse, and Tastykake. Each product is crafted with a focus on taste, quality, and customer satisfaction. Flowers Foods values Honesty &...

  • Sales Leader Enterprise Sales, Northeast

    1 week ago

    Remote, Oregon, United States Cloudflare Full time

    About UsAt Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world's largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without...

  • Regional Director

    3 days ago

    Remote, Oregon, United States MetLife Full time

    Description and RequirementsDepartment: The Group Benefits organization is responsible for the strategic direction, growth, and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, and other third parties to distribute our broad portfolio of products and services selling...

  • Regional Sales Director, Southeast

    1 month ago

    Remote, Oregon, United States ZeroFOX Full time

    OPPORTUNITY OVERVIEWZeroFox seeks a proactive, results-driven individual skilled in identifying new business opportunities with key decision-makers (CISO, CIO, CSO) and cultivating relationships with resellers. As our Regional Sales Director, you'll play a critical role in acquiring new logos from F1000 organizations and surpassing revenue targets. This...

  • Sales Regional Director

    1 month ago

    Remote, Oregon, United States Teachstone Full time

    Company Overview:Do you enjoy making a difference in a child's life, transforming education, and evolving learning? Come join Teachstone, the interactions company Teachstone was founded in 2008 to deliver the Classroom Assessment Scoring System (CLASS) nationwide and around the globe. Developed through years of research, the CLASS system measures and...

  • Regional Director, NA Enterprise Sales

    1 month ago

    Remote, Oregon, United States Lucid Software Full time

    Lucid Software is a leader in visual collaboration, helping teams see and build the future from idea to reality. With our products—Lucidchart, Lucidspark and Lucidscale—teams can align around a shared vision, clarify complexity, and collaborate visually, no matter where they're located. Our products, business and workplace culture have received numerous...

  • Channel Account Manager, Northeast

    1 week ago

    Remote, Oregon, United States Cloudflare Full time

    About UsAt Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world's largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without...

  • Regional Sales Director, Insurance

    1 month ago

    Remote, Oregon, United States InvoiceCloud Full time

    About InvoiceCloud:InvoiceCloud is a top provider of online bill payment solutions. Founded in 2009, the company has become a major player in the cloud-based electronic bill presentment and payment (EBPP) sector, focusing on enhancing customer experience. By partnering with InvoiceCloud, clients can boost customer engagement, loyalty, and efficiency while...

  • Southwest, Regional Director

    1 month ago

    Remote, Oregon, United States iCapital Full time

    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 $176 billion in global client assets...

  • Field Service Technician- Northeast Tri-State Region

    6 days ago

    Remote, Oregon, United States Greenworks Tools Full time

    Company Summary: As a rapidly growing global manufacturer of residential and commercial products, Greenworks is leading the charge toward a more powerful and sustainable future. With over 20 years of research and development, including over 1000 patents in outdoor power equipment, power tools, and lifestyle products, we're pushing the limits of what battery...

  • Regional Channel Manager

    2 weeks ago

    Remote, Oregon, United States Level AI Full time

    Level AI, an AI-first company, is on a mission to redefine the customer service industry by putting the latest AI/ML advances in the hands of customer service leaders, supervisors, and agents so they can solve customer issues at record speed, creating happier customers and agents alike. oin us in our quest to equip call centers with cutting-edge AI...

  • Regional Channel Manager

    1 month ago

    Remote, Oregon, United States Level AI Full time

    Level AI, an AI-first company, is on a mission to redefine the customer service industry by putting the latest AI/ML advances in the hands of customer service leaders, supervisors, and agents so they can solve customer issues at record speed, creating happier customers and agents alike. oin us in our quest to equip call centers with cutting-edge AI...

  • Regional VP

    4 weeks ago

    Remote, Oregon, United States Worldwide Flight Services, Inc. Full time

    About WFSJoin our Worldwide Flight Services family and contribute to the timely delivery of cargo shipment, luggage, business to customer delivery, and on-time flights while operating safely and securely. We perform at the highest level for our customers every day, and strive to be an exceptional leader in our industry with our teams of cargo, passenger,...

  • Regional VP

    4 weeks ago

    Remote, Oregon, United States Worldwide Flight Services, Inc. Full time

    About WFSJoin our Worldwide Flight Services family and contribute to the timely delivery of cargo shipment, luggage, business to customer delivery, and on-time flights while operating safely and securely. We perform at the highest level for our customers every day, and strive to be an exceptional leader in our industry with our teams of cargo, passenger,...

  • Regional Sales Director, SouthEast

    2 weeks ago

    Remote, Oregon, United States WorkBoard Inc. Full time

    WorkBoard Work with purpose. WorkBoard's mission is to help companies and the people in them achieve their best results. We pioneered the Strategy Execution solution category so leaders can communicate strategy and align efforts well in a faster changing world, and so team members are energized by the purpose and impact of their work. Our customers drive...

  • Regional Sales Director, SouthEast

    4 weeks ago

    Remote, Oregon, United States WorkBoard Inc. Full time

    WorkBoard Work with purpose. WorkBoard's mission is to help companies and the people in them achieve their best results. We pioneered the Strategy Execution solution category so leaders can communicate strategy and align efforts well in a faster changing world, and so team members are energized by the purpose and impact of their work. Our customers drive...

  • Regional Sales Manager

    1 month ago

    Remote, Oregon, United States Kwik Lok Corporation Full time

    REGIONAL SALES MANAGER – NORTHEAST UNITED STATESROLE OVERVIEWThe Northeastern Regional Sales Manager (RSM) at Kwik Lok is responsible for driving revenue growth within the following North American states: Connecticut, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Vermont, Virginia, and West...

  • Regional Sales Manager

    3 days ago

    Remote, Oregon, United States HopSkipDrive Full time

    At HopSkipDrive, our goal is to create opportunity for all through mobility. We're a technology company that solves complex transportation challenges where there is a heightened need for safety, equity, and care. Through our marketplace, we connect kids, older adults, or anyone needing extra support to highly-vetted caregivers on wheels. Through our software...

  • Regional Sales Director

    1 month ago

    Remote, Oregon, United States Artera Full time

    ABOUT ARTERAOur Mission: Make healthcare #1 in customer service.What We Deliver: Artera (formerly WELL Health) is the patient communication platform that delivers happier staff, healthier patients, and more profitable organizations. We enable two-way conversations between patients and their healthcare teams through secure, multilingual messaging across...

  • Regional Director of Revenue Cycle Clinic Optimization

    1 month ago

    Remote, Oregon, United States Baylor Scott & White Health Full time

    JOB SUMMARYDir Revenue Cycle is responsible for planning, directing, and evaluating the revenue cycle operations for Baylor Scott and White Health (BSWH), which may include patient access to services, billing and collections, charge coding, health information management, and utilization review. Develops and implements strategies, policies, and procedures for...