Assistant Vice President - Structured Investment Distribution

iCapital

4.5

(23)

United States

Why you should apply for a job to iCapital:

  • 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.

    #8521345002

    Position summary

    fferings.

    • 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.

    Qualifications

    • 4-7+ 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

    Benefits

    The base salary range for this role is $70,000 to $80,0000, this role is eligible for our annual comission plan. iCapital offers a compensation package which includes salary, equity for all full-time employees. 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.

    Why you should apply for a job to iCapital:

  • 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.