Alternative Distribution Relationship Manager – Vice President

iCapital

Senior Client Relationship Manager, Vice President at iCapital leading sales coverage in Northern Texas and Oklahoma. Responsible for alternative investment product sales and financial advisor education.

Posted 5/1/2026full-timeRemote • Kentucky, Missouri, Ohio, Oklahoma, Texas, Washington • 🇺🇸 United StatesLead💰 $150,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
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, using data and CRM to inform decisions, and implementation of a well-defined sales process
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 that includes an employer matched retirement plan
generously subsidized healthcare with 100% employer paid dental, 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

sales proficiencycapital raisingclient portfolio managementdata analysisCRM usagesales process implementation

Soft Skills

self-motivatedclient firstadaptableteam playertrust building

Certifications

Series 7 licenseSeries 63 licenseCAIA certification