National Accounts Sales Professional

1 week ago


Greenwich, Connecticut, United States iCapital Full time
About iCapital

iCapital is a leading provider of alternative investment solutions, empowering financial advisors, wealth management firms, and asset managers to access a wide range of investment opportunities.

Job Summary

We are seeking a highly motivated and experienced sales professional to join our Alternatives Distribution National Accounts team as an Assistant Vice President or Vice President. The successful candidate will be responsible for working with strategically important RIA or independent broker dealer relationships to drive sales and distribution of iCapital's alternative investment products.

Key Responsibilities
  • Develop and maintain strong relationships with key clients, including research, product, and platform leaders
  • Work closely with our field-based regional sales teams to introduce iCapital's Marketplace and Curated Menu of investment offerings
  • Own product and platform rollouts, coordinating across General Partners, key clients, and iCapital regional sales team members
  • Develop key client collateral, independent of or in partnership with iCapital's Marketing team, to support field-based sales efforts
  • Document all client-focused activities via CRM (Salesforce)
Requirements
  • Bachelor's degree
  • 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
What We Offer

iCapital offers a competitive compensation package, including salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).

Employees in this role will work in the office four days, with the flexibility to work remotely one day. We are an equal opportunity employer and do not discriminate based on 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.



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