Offer summary

Qualifications:

10+ years of experience in alternative investments in a client-facing role., Strong sales experience with a diverse platform of investment offerings., CFA and CAIA charter holders preferred, with CAIA required within 3 years of hire., Fluency in Spanish or Portuguese is a plus. Series 7 and 63 licenses are mandatory..

Key responsibilities:

Generate sales of alternative investment products.

Promote the adoption of offerings across the client's wealth platform.

Meet with clients and attend events regularly to drive engagement.

Collaborate with asset management partners to raise capital for new fund launches.

Job description

About the Role

iCapital is hiring an Alternative Investment Specialist for the distribution partnership with one of its largest wealth management clients. This individual will report to the regional team lead for North America and Latin America. This role will be responsible for working with our client’s advisors, bankers, investment counselors, specialists and in partnership with third-party managers to grow alternative investment adoption. This role requires an experienced investment professional with alternative investments knowledge, exceptional relationship management, communication and influencing skills and strong sales experience.

Responsibilities

Generate alternative investment product sales.
Promote adoption of offerings across our client’s wealth platform and be an expert on the merits of alternative investments.
Meet with clients and prospects and attend conferences and events as required, no less than every other week in coverage territory.
Work with our wealth client’s Alternative Investments team on new fund launches including driving attendance to launch calls and roadshows, client events and corresponding follow-up.
Work in close partnership with asset management partners to raise capital for offerings.
Mandatory CRM usage and maintenance of activity, advisor profiles, and pipeline capture.

Qualifications

10+ years of experience working within the alternative investments 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 asset offerings
CFA and CAIA charter holders are preferred
CAIA within 3 years of hire is required
Fluency in Spanish or Portuguese is preferred
Series 7 and 63 licenses are required

Benefits

The base salary range for this role is $150,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a 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, and unlimited paid time off (PTO).

Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be 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.

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