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National Accounts Alternative Investments Distribution Specialist

2 months ago

New York, New York, United States iCapital Full time
{"title": "Alternative Investments Distribution National Accounts Role", "subtitle": "Join iCapital's Alternatives Distribution National Accounts team as a highly motivated sales professional.", "content": "

iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $191 billion in global client assets invested in 1,524 funds.

iCapital has been recognized for its innovation and excellence in the financial industry, including being named to the Forbes Fintech 50 for seven consecutive years and being selected as one of the Best Startup Employers by Forbes.

We are 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.

The ideal candidate will have a strong background in investment products and be able to work with clients on alternative investment product placements, firm level marketing initiatives, and service level requests to drive sales. This position will report to the Head of Alternative Distribution AI National Accounts and work closely with our field-based regional sales teams.

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.
Benefits

iCapital offers a competitive compensation package, including salary, equity, 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).

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.

", "lang_code": "en-US"}