Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice Presid
New
I
iCapitalAlternative investments
Remote - United StatesFull-TimeVp
SalaryThe base salary range for this role is $150,000 to $175,000. This role will include a commission based bonus. iCapital offers a compensation package which includes salary and equity for all full-time employees.
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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
- Have 8+ years of experience in the alternative investment industry in a client-facing capacity, such as external wholesaler, capital raising specialist, client portfolio manager, or product specialist.
- Bring expertise in RIA, Independent BD, or Bank distribution segments.
- Demonstrate success building a region.
- Use data and CRM to inform decisions and implement a well-defined sales process.
- Be able to sell and provide post-sale support for hedge funds, private equity, private credit, and real estate offerings.
- Hold Series 7 and 63 licenses.
- Be CAIA certified or obtain CAIA certification within three years of hire.
Responsibilities
- Lead sales coverage in Texas and Oklahoma.
- Execute a consultative sales process to increase adoption of alternatives with existing and new users.
- Deliver 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.
- Hold regular in-market meetings with advisors, GP partners, and COIs to build trust and understand market trends and opportunities.
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