Midwest Regional Director – Vice President/Senior Vice President

🕒 April 1

🌽 Illinois, Minnesota, +1 more states – Remote

🌽 Illinois – Remote ❄️ Minnesota – Remote 🧀 Wisconsin – Remote

💵 $175k - $225k / year

⏰ Full Time

🟠 Senior

👔 Director

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iCapital

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

iCapital is a leading technology platform specializing in alternative investments, structured notes, and annuities. The company connects wealth managers and asset managers through its flagship marketplace, offering a range of investment solutions including hedge funds, private market strategies, and defined outcome solutions. iCapital provides an end-to-end operating system that automates private market investing and includes tools like Architect for portfolio construction, a Document Center for document management, and DLT for distributed ledger technology. With a focus on education, research, and compliance, iCapital serves as a trusted partner for financial professionals seeking to manage and invest in complex financial products efficiently.

📋 Description

• Optimize the existing team’s client coverage model (e.g. segmentation, sales rotation, asset and wealth manager partnerships) to maximize the market opportunity. • 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 with a curated and diligenced menu of 60+ offerings across private credit, private equity, real estate, and hedge funds. • Champion local markets launch plans for new funds on the platform. • In-market travel to regularly meet with advisors, centers of influence, and clients.

🎯 Requirements

• 10+ 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) • 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 • Series 24 license is preferred or must obtain within 90 days of start date • CAIA certified or obtain within three years of hire

🏖️ Benefits

• base salary range for this role is $175,000 to $225,000 • equity for all full-time employees • an annual performance bonus • comprehensive benefits package • employer matched retirement plan • generously subsidized healthcare with 100% employer paid dental • vision, telemedicine, and virtual mental health counseling • parental leave • unlimited paid time off (PTO)