National Accounts, Alternative Investments Distribution - Assistant Vice President

iCapital

4.5

(22)

Greenwich, CT

Why you should apply for a job to iCapital:

  • 4.5/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 95% say women are treated fairly and equally to men
  • 100% would recommend this company to other women
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

    #7277501002

    Position summary

    rk with 10-15 strategically important RIA or independent broker dealer relationships to assist with iCapital's alternative investment focused distribution efforts. The ideal candidate has 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

    The base salary range for this role is $130,000 to $175,000. 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.

    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
  • 4.8/5 in supportive management
  • 95% say women are treated fairly and equally to men
  • 100% would recommend this company to other women
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.