Company Overview
iCapital is a leading financial technology company and one of the largest global platforms for alternative investments, providing access to hedge funds, private equity, private credit, and real estate for wealth managers, financial advisors, and high-net-worth investors. With a mission to democratize alternative investments, iCapital delivers innovative solutions that help advisors build better portfolios and grow their businesses.
Job Title
Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - Vice President
Remote Location
Remote - United States (Dallas/Fort Worth area preferred)
Job Overview
iCapital is seeking a Senior Client Relationship Manager, Vice President to lead sales coverage in Northern Texas and Oklahoma. This role is part of iCapital's Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers, and bank trust clientele.
Job Responsibilities
- 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
- Conduct regular in-market meetings with advisors, GP partners, and centers of influence (COIs) to build trust and better understand market trends and opportunities
- Identify and pursue new business development opportunities within the assigned territory
- Utilize data and CRM tools to inform sales decisions and implement a well-defined sales process
- Provide post-sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
- Represent iCapital at industry events, conferences, and client meetings
Requirements
- 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
- Strong expertise in consultative selling and relationship management
- Ability to sell and provide post-sale support for a world-class platform of alternative investments
- Series 7 and Series 63 licenses are required
- CAIA certified or willingness to obtain within three years of hire
- Bachelor's degree in Finance, Business, or related field preferred
Preferred Qualifications
- Existing relationships with financial advisors and wealth management professionals in the Northern Texas and Oklahoma territory
- Deep knowledge of alternative investment products and their role in portfolio construction
- Proven track record of exceeding sales targets in the wealth management or financial services industry
- Strong presentation and communication skills
Compensation and Benefits
- Base Salary Range: $150,000 to $175,000
- Commission-based bonus opportunity
- Equity compensation package for all full-time employees
- 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)
Work Environment
Employees in this role will work fully remote based in the Dallas/Fort Worth area. iCapital maintains an office-first culture, requiring employees to work in the office Monday-Thursday, with flexibility to work remotely on Fridays depending on departmental needs.
How to Apply
To apply for this position, please submit your resume/CV and cover letter through the iCapital careers portal. Candidates must be legally eligible to work in the United States. Series 7 and Series 63 licenses are required for this position.
iCapital is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.