iCapital

Financial Planning and Analysis

• Oversee selling Structured Products SMA strategies to financial professionals, primarily in the RIA and IBD space
• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients
• Work with other Sales teams within iCapital to expand the reach of Structured Investments SMA within the iCapital ecosystem
• Educate advisors on the merits of Structured Investment SMAs as part of client portfolios
• Onboard new clients to iCapital’s network to support business growth
• Travel regularly in the market to meet with advisors and clients to support new and existing business
• Utilize contact management system to capture information, schedule follow up activities and manage pipeline
• Collaborate with the Marketing team on email campaigns, webinars, industry events
• Collect and maintain competitor analysis
• Report to the SMA Division Leader and focus on sales in West, Southwest and Midwest territories

Vice President, Structured Investments – Outcome Driven Strategies