iCapital is hiring a Regional Director to be a member of our West Regional Alternative Investment Sales team. This individual will be part of iCapital’s Alternatives Distribution team and reports to our Western Regional Managing Director. This team is responsible for alternative investment product sales and advisor education for registered investment advisors, regional and independent broker dealers, and bank trust clientele.
Responsibilities- Generate alternative investment product sales.
- Sit with advisors and clients to promote iCapital’s US Marketplace menu and become an expert on the merits of alternative investments.
- Travel in coverage territory to meet clients and prospects, no less than every other week, and attend industry conferences and events as required.
- Leverage a consultative sales process to meet client needs and cross-sell adjacent capabilities.
- Remain well-versed on our 60+ offering menu of private credit, private equity, real estate, and hedge funds.
- Lead and manage new manager roll-out process in market through targeted meetings, calls and roadshows to support team capital raising efforts.
- Work in close partnership with asset management partners to raise capital for joint capital raising efforts.
- Lead efforts on mandatory CRM usage and sales pipeline maintenance.
- 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)
- 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 to receive commissions
- Must obtain CAIA within 3 years of hire
The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and 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. We are looking for this role to be based in the San Francisco Bay Area.
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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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.
