West Coast, Regional Director

2 weeks ago

Raleigh, United States iCapital Full time

Responsibilities

Evolve the client coverage model in partnership with the regional team through company segmentation, geographic coverage, and existing investor base. Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.  Develop sales proficiency with the 60+ offering menu of private credit, private equity, real estate, and hedge funds. 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. 

Qualifications

5+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio manager, and product specialist) 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 Comfortable taking initiative working in a heavily formulaic compensation model  Series 7 and 63 licenses required (obtain within 60 days of start) Willingness to obtain CAIA within 2-3 years of hire

Benefits

The base salary range for this role is $100,000 to $125,000. iCapital 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).

We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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