Alternative Distribution Relationship Manager – Vice President

🕒 May 1

🌪️ Oklahoma, Texas – Remote

🌪️ Oklahoma – Remote 🤠 Texas – Remote

💵 $150k - $175k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

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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

• 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.

🎯 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

🏖️ Benefits

• salary and equity package for all full-time employees • commission based bonus • comprehensive benefits package • employer matched retirement plan • 100% employer paid dental, vision, telemedicine, and virtual mental health counseling • parental leave • unlimited paid time off (PTO)