1,037 jobs for "Sales Relationship Manager"

Assistant Relationship Manager

At Capital One - Phoenix

Posted on Oct 11

View job Apply on company site

Capital Markets Managing Director I- Sales (IC)

At PNC Financial Services Group - Charlotte

Posted on Nov 8

View job Apply on company site

Private Client Specialist I - Melville, NY

At TD Bank - Melville

Posted on Oct 31

View job Apply on company site

Sr Relationship Manager, MM (US)

At TD Bank

Posted on Oct 21

View job Apply on company site

Capital Markets Managing Director I- Sales (IC)

At PNC Financial Services Group - Philadelphia

Posted on Nov 8

View job Apply on company site

Capital Markets Managing Director I- Sales (IC)

At PNC Financial Services Group - Boston

Posted on Nov 8

View job Apply on company site

Relationship Specialist - Investment Resources

At Capital Group - New York · Los Angeles

Posted on Sep 16

View job Apply on company site

Dealer Success Manager Coach

At Capital One - Chicago · Detroit

Posted on Oct 8

View job Apply on company site

Dealer Success Manager Coach

At Capital One - Alpharetta · Orlando

Posted on Oct 7

View job Apply on company site

Institutional Relationship Manager - Service

At Fisher Investments

Posted on Sep 25

View job Apply on company site

Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President

At iCapital - Remote / Flexible

Posted on May 1

View job Apply on company site

Institutional Associate Director

At Fisher Investments - Tokyo

Posted on Sep 25

View job Apply on company site

m+ ETF Sales Specialist - Assistant Vice President / Vice President

At iCapital - New York

Posted on Feb 26

View job Apply on company site

m+ ETF Sales Specialist - Associate / Assistant Vice President

At iCapital - New York

Posted on Feb 26

View job Apply on company site

Private Client Specialist I - Marlton, NJ

At TD Bank - Marlton · Philadelphia

Posted on Nov 4

View job Apply on company site

Employee Relationship Manager - Financial Wellness Solutions

At PNC Financial Services Group - Carmel

Posted on Nov 7

View job Apply on company site

Capital Markets Managing Director I- Sales (IC)

At PNC Financial Services Group - New York

Posted on Nov 6

View job Apply on company site

Employee Relationship Manager - Financial Wellness Solutions

At PNC Financial Services Group - Jacksonville

Posted on Nov 5

View job Apply on company site

Employee Relationship Manager - Financial Wellness Solutions

At PNC Financial Services Group - Jacksonville

Posted on Nov 5

View job Apply on company site

Relationship Mgr III - AMG

At PNC Financial Services Group - Pittsburgh

Posted on Nov 4

View job Apply on company site

iCapital

Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President

Remote / FlexiblePosted May 1, 2026

Apply on company site View full job

Why you should apply for a job to iCapital:

Ranked as one of the Best Companies with Top Rated Management in 2024
4.5/5 in overall job satisfaction
4.7/5 in supportive management
96% say women are treated fairly and equally to men
100% would recommend this company to other women
70% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members. See all reviews ›

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President. This individual is responsible for leading sales coverage in Texas and Oklahoma based in Houston, Austin or 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 Houston, Austin, or 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.

About iCapital

iCapital Network is a dynamic firm that is changing the alternative investments landscape through proprietary technology.

Size: 1,001-5,000 employees
Industry: Financial Services

View company profile