[Remote] Midwest Regional Director - Senior Vice President / Managing Director

Remote Full-time
Note:The job is a remote job and is open to candidates in USA. iCapital is seeking a regionalSenior Vice President or Managing Director level senior sales leader for the Midwest Region. This individual will lead sales coverage across multiple states and be responsible for alternative investment product sales and financial advisor education. Responsibilities• Drive market coverage and oversee a team of two to three Alternative Investment sales professionals. • Optimize the existing team’s client coverage model (e.g.segmentation, sales rotation, asset and wealth manager partnerships) to maximize the market opportunity. • 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 with a curated and diligenced menu of 60+ offerings across private credit, private equity, real estate, and hedge funds. • Champion local markets launch plans for new funds on the platform. • In-market travel to regularly meet with advisors, centers of influence, and clients.Skills• 10+ 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)• 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• Series 24 license is preferred or must obtain within 90 days of start date• CAIA certified or obtain within three years of hireBenefits• Equity for all full-time employees• Annual performance bonus• Employer matched retirement plan• Generously subsidized healthcare with 100% employer paid dental• Vision• Telemedicine• Virtual mental health counseling• Parental leave• Unlimited paid time off (PTO)Company Overview• Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website isCompany H1B Sponsorship• iCapital has a track record of offering H1B sponsorships, with 6 in 2022, 10 in 2021, 7 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job
Apply Now →
← Back to Home