Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - Vice President

icapitalnetwork All jobs
Remote United States
3 hour(s) ago
Job Overview
Company icapitalnetwork
Category Alternatives Distribution
First Seen 3 hour(s) ago

Job Description

About the Role iCapital is seeking a Senior Client Relationship Manager Vice President. This individual is responsible for leading sales coverage in Northern Texas and Oklahoma based in Dallas/Fort Worth area. This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors regional and independent broker dealers and bank trust clientele. 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. Qualifications 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 The base salary range for this role is $150000 to $175000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based 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). Employees in this role will work fully remote based in the Dallas/Fort Worth area. Every department has different needs and some positions will be designated in-office jobs based on their function. For additional information on iCapital please visit https//www.icapitalnetwork.com/about-us Twitter @icapitalnetwork LinkedIn https//www.linkedin.com/company/icapital-network-inc Awards Disclaimer https//www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race religion color national origin gender sexual orientation gender identity age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics.

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