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Vice President, Alternative Distribution Relationship Manager
iCapitalSenior Client Relationship Manager responsible for alternative investment product sales in Southern California and Southern Nevada. Reporting to the Regional Director while being part of iCapital’s Alternatives Distribution Sales team.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 8+ years of experience in the alternative investment industry in a client facing capacity
- Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader
- Expertise in RIA, Independent BD or Bank distribution segments
- Demonstrated success building a region
- Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
- Series 7 and 63 licenses are required
- CAIA certified or obtain within three years of hire
Benefits
Comp & perks- Comprehensive benefits package
- Employer matched retirement plan
- Generously subsidized healthcare
- 100% employer paid dental and vision
- Telemedicine and virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
alternative investmentssales proficiencyportfolio managementclient relationship managementpost-sale support
Soft Skills
self-motivatedclient firstadaptableteam playerdesire to build a sales career
Certifications
Series 7 licenseSeries 63 licenseCAIA certification