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About the Role

iCapital is seeking a Vice President for the Alternatives Distribution team to support National Account efforts. This role focuses on growing business, placing and managing alternative investments, and driving distribution through RIA and independent broker-dealer relationships. The position involves executing the National Accounts strategy, developing client business plans, and collaborating with internal partners and home office leadership to implement sales initiatives. The ideal candidate will have a strong background in investment products and experience with alternative investment placements, marketing initiatives, and client service requests.

Responsibilities

Lead research engagement for new and existing mandates to deliver industry-leading due diligence experience to iCapital white label research teams.
Cultivate strong and trust-based relationships with Research teams at all levels of leadership, analysts, and operational due diligence.
Collaborate seamlessly with iCapital research teams and GP partners to ensure continuous alignment on current views, pipeline, strategy placement and industry trends.
Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience.
Own product and platform rollouts coordinating across internal partners, general partners, key clients, and iCapital regional sales team members to maximize sales opportunity.
Create and maintain active SWOT documentation for each key client and establish routines to support each relationship.
Develop key client collateral, independent of or in partnership with iCapital’s Marketing team to support our field-based sales efforts.
Document all client focused activities via CRM (Salesforce).
Build and strengthen relationships through contact frequency including comprehensive face-to-face, phone, and electronic contact with key decision-makers and points of influence at firms to increase our influence at various firm levels.
Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention.
Participate in harmonizing strategy and tactics and distribution opportunities for initiatives for assigned firms.

Requirements

10+ years of experience placing complex products with RIAs and Independent firms.
Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and research perspective.
Intermediate knowledge of alternative investment products and asset classes.
Able to influence and persuade others, bridge differences, and build consensus towards a common goal or objective is critical.
Strong leadership and communication skills with the ability to work collaboratively with key internal relationships and external partners.
Marketing and analytical skills are required to implement research coverage and top-down strategic plan to execute overall business plan.
Strong sales skills, with history in a consultative sales process.
Able to multi-task and maintain a positive attitude and high-performance level with demanding and time sensitive initiatives.
Excellent verbal and written communication and strong presentation skills.
Willingness to travel up to 50% of the time for key client support and business development activities.

Skills

Sales
Relationship Management
Alternative Investments
Product Placement
Marketing
Analytical Skills
Leadership
Communication
Presentation Skills
Consultative Sales

Location

Remote
Hybrid

Work Type

Hybrid

Experience Level

Vice President
10+ years

Education Level

Bachelor's degree
Series 7
Series 63

Salary/Compensations

$160,000 to $190,000

Benefits

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare
100% employer paid dental
100% employer paid vision
100% employer paid telemedicine
100% employer paid virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

About the Company

iCapital is a leading global technology platform providing a comprehensive solution for alternative investments.
We are dedicated to democratizing access to alternative investments for financial advisors and their clients.
Our mission is to empower investors with the tools and resources needed to navigate the complex world of alternative assets.
iCapital is recognized for its innovation and commitment to excellence in the financial technology industry.

Equal Opportunity

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer.
We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.