Alternative Distribution Relationship Manager, Pacific Northwest - Vice President Remote - Unit[...]

iCapital

Salt Lake City, UT(remote)

JOB DETAILS
SALARY
$150,000–$175,000 Per Year
SKILLS
Brokerage, Consultative Sales, Customer Relations, Customer Relationship Management (CRM), Distribution Channel, Equity Securities, Financial Planning, Financial Services, Hedge Funds, Investment Management, Market Trend Analysis, Post-Sales, Private Funding, Real Estate, Registered Investment Advisor (RIA), Relationship Management, Revenue Growth, Rich Internet Application (RIA), Sales, Sales Support, Service Delivery, Team Player
LOCATION
Salt Lake City, UT
POSTED
4 days ago

Alternative Distribution Relationship Manager, Pacific Northwest - Vice PresidentRemote - United StatesAbout the RoleiCapital 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.ResponsibilitiesExecute 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.Qualifications8+ 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 leaderExpertise in RIA, Independent BD or Bank distribution segmentsDemonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales processAble to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offeringsSeries 7 and 63 licenses are requiredCAIA certified or obtain within three years of hireCompensation and BenefitsThe base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package that 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).Equal Opportunity EmployeriCapital 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.J-18808-Ljbffr

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