iCapital

Account Manager

• Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds
• Help advisors build better portfolios, have better conversations, and build better businesses
• Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities

Alternative Distribution Relationship Manager – Vice President

• Execute a consultative sales process to increase adoption of alternatives
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds
• Help advisors build better portfolios and businesses
• Regular in-market meetings with advisors, GP partners, and COIs

Vice President, Alternative Distribution Relationship Manager

Financial Planning and Analysis

• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients.
• Educate advisors on the merits of structured investments as part of client portfolios.
• Continue to self-educate and be able to discuss our 200+ monthly offerings.
• Work in close partnership with home offices and issuer partners on new offerings.
• Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
• Onboard new clients to iCapital’s best-in-class network to support business growth.
• Travel regularly in market to meet with advisors and clients to support new and existing business.
• Utilize contact management system to capture information and schedule follow up activities.

Alternative Distribution Relationship Manager – Vice President

Vice President, Alternative Distribution Relationship Manager

Assistant Vice President – Structured Investment Distribution