About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Southern California and Southern Nevada. based in Southern California.  This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.    

Responsibilities  

• Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. 
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
• Help advisors build better portfolios, have better conversations, and build better businesses.  
• Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.

Qualifications

• 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader 
• Expertise in RIA, Independent BD or Bank distribution segments
• Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
• Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
• Series 7 and 63 licenses are required
• CAIA certified or obtain within three years of hire 

Benefits

The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based 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).

Employees in this role will work fully remote based in the Southern California area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Illinois, Minnesota and Wisconsin based in Chicago. This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.    

Responsibilities  

• Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. 
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
• Help advisors build better portfolios, have better conversations, and build better businesses.  
• Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.

Qualifications

• 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader 
• Expertise in RIA, Independent BD or Bank distribution segments
• Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
• Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
• Series 7 and 63 licenses are required
• CAIA certified or obtain within three years of hire 

Benefits

The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based 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).

Employees in this role will work fully remote based in the Chicago area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

About the Role

iCapital is looking to hire a Sales Support Analyst to join the Alternative Distribution team. iCapital is looking to expand the internal Sales Support team to cover the six US regions within Alternatives Distribution. This role is responsible for providing top notch customer service to financial advisors in partnership with the Client Success and Regional Alternatives Distribution Sales teams. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. This role will act as the main liaison for advisors between the Sales, Investor Relations, Fund Finance, and Operations teams in support of our pre-sale, sale, and post-sales activities. 

Responsibilities

• Drive new user registrations by proactively engaging financial advisors and educating them on the iCapital value proposition.
• Lead campaigns designed to promote iCapital Marketplace new product launches, conferences, and other thought leadership publications.
• Develop, maintain, and support strong relationships between key advisors and firms in the region to maximize their usage of iCapital platform.
• Improve skills and knowledge of alternative products and related investment processes continuously.
• Maintain accurate Salesforce CRM records and populate user profile characteristics to be leveraged across the firm.
• Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.
• Manage referrals to the iCapital Structured Investments, Architect, and Client Solutions teams.

Qualifications

• Bachelor’s degree in a related field
• Experience in investment or financial service fields
• Strong proficiency in Salesforce, PowerPoint, Excel, and Word. Tableau or other business intelligence tools is a plus
• Demonstrated aptitude for project management and able to prioritize and execute several requests, while working with numerous different functionalities
• Strong clients focus and customer service skillset with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills
• Attainment of Series 7 and Series 63 licenses within 120 days of hiring date
• Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date

Benefits

The base salary range for this role is $75,000 to $85,000.  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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Ohio, Michigan, Kentucky, and Indiana based in the Detroit or Cleveland area. This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.    

Responsibilities  

• Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. 
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
• Help advisors build better portfolios, have better conversations, and build better businesses.  
• Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.

Qualifications

• 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader 
• Expertise in RIA, Independent BD or Bank distribution segments
• Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
• Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
• Series 7 and 63 licenses are required
• CAIA certified or obtain within three years of hire 

Benefits

The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based 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).

Employees in this role will work fully remote based in the Detroit or Cleveland area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Northern California and Northern Nevada regions. This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.    

Responsibilities  

• Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. 
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
• Help advisors build better portfolios, have better conversations, and build better businesses.  
• Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.

Qualifications

• 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader 
• Expertise in RIA, Independent BD or Bank distribution segments
• Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
• Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
• Series 7 and 63 licenses are required
• CAIA certified or obtain within three years of hire 

Benefits

The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based 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).

Employees in this role will work fully remote based in the Northern California area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in the Pacific Northwest region based in Seattle. This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.    

Responsibilities  

• Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. 
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
• Help advisors build better portfolios, have better conversations, and build better businesses.  
• Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.

Qualifications

• 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader 
• Expertise in RIA, Independent BD or Bank distribution segments
• Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
• Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
• Series 7 and 63 licenses are required
• CAIA certified or obtain within three years of hire 

Benefits

The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based 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).

Employees in this role will work fully remote based in Seattle. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Northern Texas and Oklahoma based in Dallas/Fort Worth area. This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.    

Responsibilities  

• Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. 
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
• Help advisors build better portfolios, have better conversations, and build better businesses.  
• Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.

Qualifications

• 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader 
• Expertise in RIA, Independent BD or Bank distribution segments
• Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
• Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
• Series 7 and 63 licenses are required
• CAIA certified or obtain within three years of hire 

Benefits

The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based 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).

Employees in this role will work fully remote based in the Dallas/Fort Worth area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.