Regional Director - Vice President/Senior Vice President

Summary

Join iCapital's West Regional Alternative Investment Sales team as a Regional Director, reporting to the Western Regional Managing Director. This role focuses on alternative investment product sales and advisor education for registered investment advisors, broker dealers, and bank trust clientele. Responsibilities include generating sales, advising clients on alternative investments, traveling to meet clients and prospects, leveraging a consultative sales process, and staying updated on iCapital's offerings. You will also manage new manager roll-out processes, collaborate with asset management partners, and maintain sales pipeline data. The position requires 10+ years of experience in the alternative investment industry and specific licenses. iCapital offers a competitive compensation package including salary, equity, and a performance bonus, along with comprehensive benefits.

Requirements

• 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
• Able to sell and provide support for a diverse platform of hedge fund, private equity, private credit, and real estate offerings
• Series 7 and 63 licenses are required to receive commissions
• Must obtain CAIA within 3 years of hire

Responsibilities

• Generate alternative investment product sales
• Sit with advisors and clients to promote iCapital’s US Marketplace menu and become an expert on the merits of alternative investments
• Travel in coverage territory to meet clients and prospects, no less than every other week, and attend industry conferences and events as required
• Leverage a consultative sales process to meet client needs and cross-sell adjacent capabilities
• Remain well-versed on our 60+ offering menu of private credit, private equity, real estate, and hedge funds
• Lead and manage new manager roll-out process in market through targeted meetings, calls and roadshows to support team capital raising efforts
• Work in close partnership with asset management partners to raise capital for joint capital raising efforts
• Lead efforts on mandatory CRM usage and sales pipeline maintenance

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 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, and unlimited paid time off (PTO)
• Employees in this role will work fully remote