Product Specialist - Vice President/Senior Vice President

Summary

Join iCapital's US Alternative Investment Distribution team as an Alternative Investment Specialist! This role involves raising capital for new accredited investor offerings, collaborating with internal teams and asset managers. You will educate advisors on alternative assets, guide marketing efforts, and become a product specialist. The ideal candidate possesses 10-15+ years of experience in the alternative investment industry, strong communication skills, and relevant licenses. iCapital offers a competitive salary, equity, performance bonuses, and a comprehensive benefits package including healthcare, retirement plan, parental leave, and unlimited PTO.

Requirements

• 10-15+ 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)
• Willing to work on a commissioned-based sales plan after a ramp-up period
• Exceptional communication, organizational and interpersonal skills
• Self-starter who takes initiative and learns quickly in a fast-paced environment
• Strong commitment to continuous professional development and improvement of the team
• Series 7 and 63 licenses are required
• Obtain CAIA within 2-3 years of hire

Responsibilities

• Execute a comprehensive capital raising plan for covered geography, channels, firms, and advisors
• Work with adjacent iCapital businesses and asset manager partners to educate advisors on related asset classes and new offering(s) through centralized and local tactics
• Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns
• Become proficient in all aspects of the product(s) and sub strategies to fill the role of wholesaler and product specialists as required
• Travel regularly in the market to attend industry conferences and meet with key clients and prospects

Benefits

• The base salary range for this role is $125,000 to $175,000
• ICapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance 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)
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday