West – Vice President / Senior Vice President
Regional Director
Posted on 8/15/2023
INACTIVE
iCapital Network

1,001-5,000 employees

Digital platform facilitating access to alternative investments
Company Overview
iCapital is a global fintech leader that has significantly transformed the alternative investment marketplace by providing streamlined, scalable digital solutions and educational resources. Their robust technology and services, including diligence, compliance, and portfolio analytics capabilities, have revolutionized how wealth management, banking, and asset management industries facilitate client access to a wide range of private investments. Furthermore, iCapital's commitment to democratizing alternatives has enabled organizations to offer direct investments and feeder funds at lower minimums, thus expanding beyond the traditional 60/40 portfolio.
Financial Services

Company Stage

Series C

Total Funding

$717.3M

Founded

2013

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

6%

1 year growth

15%

2 year growth

68%
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Requirements
  • 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio 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 hedge fund, private equity, private credit, and real estate offerings
  • Series 7 & 63 license required
  • Obtain CAIA within 2-3 years of hire
Responsibilities
  • Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management
  • Educate advisors on the merits of alternative investments as part of client portfolios
  • Continue to educate yourself and be able to discuss our 40 + offering menu of private credit, private equity, real estate, and hedge funds
  • Lead and manage new manager roll-out process in market through targeted meetings, calls, and roadshows to support team capital raising efforts
  • Work in close partnership with asset management partners for joint capital raising efforts
  • Onboard new clients to iCapital's best-in-class network to support business growth
  • Regularly travel in market as required to meet with advisors and clients to support new and existing business
  • Use of CRM, maintenance, and product pipeline maintenance