VP Relationship Manager
Job Summary
iCapital is seeking a Vice President to lead sales coverage for alternative investment products in Illinois, Minnesota, and Wisconsin. The role involves executing a consultative sales process with registered investment advisors, broker-dealers, and bank trust clients. You will report to the Regional Director to expand platform adoption and provide world-class service to existing asset holders.
Responsibilities
- Lead regional sales coverage for alternative investment products
- Drive consultative sales with RIAs, broker-dealers, and bank clients
- Develop expertise in private credit, equity, and hedge funds
- Conduct regular in-market meetings to build advisor relationships
Required Skills
- 8+ years in alternative investment industry
- Series 7 and 63 licenses
- Expertise in RIA/BD distribution channels
- Proficiency with CRM and sales data analysis
- CAIA certification (or ability to obtain)
Job Details
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 $150,000 to $175,000.
- Includes salary and equity for all full-time employees.
- Role will include a commission based bonus.
- 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).