Regional Director
East Coast, Structured Investments Distribution, Vice President
Posted on 1/19/2024
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

4%

1 year growth

15%

2 year growth

69%
Locations
United States
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
CategoriesNew
Sales & Account Management
Requirements
  • 7+ years of experience working within the investment industry in a client facing capacity
  • 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 independent broker-dealers such as Ameriprise is preferred
Responsibilities
  • 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 the 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