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National Accounts, Alternative Investments Distribution Specialist

2 months ago

New York, New York, United States iCapital Full time

About the Role

iCapital is seeking a highly motivated sales professional to join our Alternatives Distribution National Accounts team. The ideal candidate will work with 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.

Qualifications

  • 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.