Alternative Distribution Relationship Manager, Northern California and Northe...
New
I
iCapitalAlternative investment
Remote - United StatesFull-TimeVp
Salary150,000 - 175,000 USD per year
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Job Details
- Experience
- 8+ years of experience in the alternative investment industry in a client facing capacity
- Required Skills
- CRM
Requirements
- 8+ 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 leader
- Expertise in RIA, Independent BD or Bank distribution segments
- Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
- Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
- Series 7 and 63 licenses are required
- CAIA certified or obtain within three years of hire
Responsibilities
- Execute 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.
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