Southeast Regional Director – Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $191 billion in global client assets invested in 1,524 funds, as of May 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking a Vice President level sales leader for our Southeast team.  The Southeast team is responsible for covering AL, AR, FL, GA, LA, MS, SC, TN.  This individual will be part of iCapital’s Alternative Investment Distribution team and will report to the Southeast Regional Alternative Investment sales leader. This 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

• Evolve the client coverage model in partnership with the regional team (e.g., company segmentation, geographic coverage, 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 the market regularly to meet with advisors, clients, and centers of influence in support of sales goals.

Qualifications

• 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Bachelor’s degree
• Progress towards or completion of the CFA/CAIA designation or an MBA is preferred
• Bilingual English and Spanish candidates are preferred
• History of working with registered investment advisors or independent broker dealers in a sales or product specialist capacity
• Demonstrated success selling and supporting a diverse platform of alternative investment strategies across hedge funds, private equity, private credit, and real estate
• Series 7 and 63 license is required or must be obtained within 90 days of start date

Benefits

The base salary range for this role is $100,000 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. Employees in this role will work in the office four days, with the flexibility to work remotely one day. 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.

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Last updated on Aug 20, 2024