Alternative Product Specialist, Vice President

Summary

Join iCapital's growing team as a Product Specialist, focusing on the iDirect funds series in the Midwest and South-Central markets. You will leverage a consultative sales process to build new and expand existing client relationships within the alternative investment industry. Responsibilities include advisor education, sales, and participation in roadshows and conferences. This role requires 5-10+ years of experience in a client-facing capacity within the alternative investment industry, along with strong communication and organizational skills. A Series 7 and 63 license is required, and obtaining a CAIA designation within 2-3 years is expected. iCapital offers a competitive compensation package including salary, equity, commission-based bonuses, 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

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)

Preferred Qualifications

Obtain CAIA within 2-3 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 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)