Western Regional Director - Vice President

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May 19

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iCapital

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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.

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

🤝 B2B

📋 Description

• 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. • 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.

🎯 Requirements

• 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

🏖️ Benefits

• 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 an annual performance 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).