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National Accounts Alternative Investments Distribution Specialist
2 months ago
iCapital Network is seeking a highly motivated Assistant Vice President or Vice President level sales professional to join our Alternatives Distribution National Accounts team. The successful candidate will work with 10-15 strategically important RIA or independent broker dealer relationships to assist with iCapital's alternative investment focused distribution efforts.
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.
- 7+ 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.
iCapital Network 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).
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