Regional Director, West Coast, Structured Investments Distribution
2 weeks ago
iCapital is seeking a seasoned professional to join the Structured Investments Distribution team as a Vice President. This high-performing leader will oversee all aspects of wholesaling investment products to registered representatives in the Western U.S. Region. Reporting into the Senior Vice President or Managing Director, this role will work amongst a talented team of professionals who are making an impact at iCapital.
Responsibilities- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients.
- Educate advisors on the merits of structured investments as part of client portfolios.
- Continuously self-educate and be able to discuss our 200+ monthly offerings.
- Work in close partnership with home offices and issuer partners on new offerings.
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
- Onboard new clients to iCapital's best-in-class network to support business growth.
- Travel regularly in market to meet with advisors and clients to support new and existing business.
- Utilize contact management system to capture information and schedule follow-up activities.
- 7+ years of experience working within the investment industry in a client-facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist).
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process.
- Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings.
- Series 7 and 63 licenses are required.
- Experience covering large wealth management platforms such as Wells Fargo Advisors is preferred.
iCapital offers 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. Employees in this role will work in the office four days, with the flexibility to work remotely one day.
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