iCapital is seeking a Regional Senior Vice President or Managing Director level sales leader for the Midwest market. This team is responsible for covering Iowa, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Ohio and Wisconsin. This role will be part of iCapital’s Alternatives Distribution team and will report to our Head of AI Distribution. Our Alternatives Distribution 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- Oversee and lead a team of three Alternative Investment sales professionals.
- Evolve the client coverage model in partnership with the existing team (e.g. segmentation, sales rotation, asset manager partnerships).
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.
- Develop sales proficiency with our 60+ offering menu of private credit, private equity, real estate, and hedge funds.
- Lead new manager launch process in market for the Midwest.
- Travel in market as required to meet with advisors, clients, and centers of influence in support of sales effort.
- 15+ 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)
- 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 hedge fund, private equity, private credit, and real estate offerings
- Series 7 and 63 licenses are required or must obtain within 60 days of start date
- Obtain CAIA within 2-3 years of hire
The base salary range for this role is $200,000 to $250,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will have 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. 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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What We Do
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
