Alternative Product Specialist - Vice President

Summary

Join iCapital as a Product Specialist to support the iDirect funds series in the Midwest and South-Central markets. You will leverage a consultative sales process to acquire new relationships and expand existing client relationships. Responsibilities include developing sales proficiency with iDirect offerings, traveling to meet with advisors and clients, assisting in planning and executing roadshows, and working with the sales team on client pitches. The ideal candidate will have 5-10+ years of experience in the alternative investment industry and possess strong communication, organizational, and client service skills. iCapital offers a competitive compensation package including salary, equity, commission-based bonus, and a comprehensive benefits package.

Requirements

• 5-10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., Investor relations at placement agent, private equity capital raising, external wholesaler, client portfolio manager, product specialist)
• Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
• Exceptional organizational and interpersonal skills
• Excellent communication skills
• Self-starter who takes the initiative and learns quickly in a fast-paced environment
• Strong commitment to continuous professional development and improvement of the team
• Excellent client service aptitude and attitude
• Strong working knowledge of Microsoft Suite and Salesforce
• Series 7 and 63 license is required
• Obtain CAIA within 2-3 years of hire

Responsibilities

• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service assets under management
• Develop sales proficiency with iDirect offerings in private equity, private credit, and hedge funds
• Travel in the market to meet with advisors, clients, and centers of influence in support of the broader sales and educational effort
• Assist in the planning and execution of roadshows and conferences
• Work alongside the sales team on client pitches, product positioning, and sales campaigns
• Leverage technology input and reporting tools (e.g., Salesforce, Tableau)

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 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
• Unlimited paid time off (PTO)