Assistant Vice President – Structured Investment Distribution

iCapital

Assistant Vice President at iCapital overseeing investment product wholesaling to registered reps. Leading client relationships and driving business growth for the Structured Investments Distribution team.

Posted 4/30/2026full-time🇺🇸 United StatesLead💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

4-7+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship 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 structured investments and other Defined Outcome offerings
Series 7 and 63 licenses are required
Experience covering large wealth management platforms such as Wells Fargo Advisors is preferred

Benefits

Comp & perks

Annual commission plan
Comprehensive benefits package
Employer matched retirement plan
Generously subsidized healthcare including 100% employer paid dental and vision
Telemedicine and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

structured investmentssales analysisclient onboardingsales processinvestment productswealth management

Soft Skills

consultative salesrelationship managementcommunicationself-educationadaptability

Certifications

Series 7 licenseSeries 63 license