Regional Director

4 weeks ago


Raleigh, North Carolina, United States iCapital Full time

**About the Role**

iCapital is seeking a highly skilled Regional Director to join our team on the West Coast. As a key member of our regional team, you will be responsible for evolving our client coverage model through company segmentation, geographic coverage, and existing investor base.

**Key Responsibilities**

  • Develop and execute a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.
  • Work with internal iCapital stakeholders and general partners to educate advisors and grow overall adoption.
  • Travel in market regularly to meet with advisors, clients, and centers of influence in support of sales goals.

**Requirements**

  • 5+ years of experience working within the alternative investment industry in a client-facing capacity.
  • Bachelor's degree in a related field.
  • Progress towards or completion of the CFA/CAIA designation or 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.

**What We Offer**

iCapital offers a competitive compensation package, including salary, equity, and an annual performance bonus. We also provide a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off.

**Our Culture**

We believe in fostering a collaborative and inclusive work environment. We offer flexible work arrangements, including the option to work from home or in the office, to support work-life balance.



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