Alternative Investment Internal Sales Specialist - Associate / Assistant Vice President

iCapital

  • Greenwich, CT
  • $85,000-125,000 per year
  • Permanent
  • Full-time
  • 30 days ago
About the RoleiCapital is hiring an Internal Alternative Investment Sales 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 investment knowledge, exceptional relationship management, communication and influencing skills and strong sales experience.Responsibilities
  • Serve as the primary point of contact for sales and service inquiries.
  • Generate alternative investment product sales in partnership with external sales partner
  • Become an expert on the merits of alternative investments and promote adoption of offerings across our client's wealth platform.
  • Travel in coverage territory as requested by external sales partners to meet clients and prospects or attend conferences and events.
  • 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
  • Bachelor's degree
  • 5+ years of experience working within the alternative investment industry in a client facing capacity (e.g. internal wholesaler, product specialist, or national accounts coverage)
  • 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
  • Must obtain CAIA within 3 years of hire
  • Series 7 & 63 licenses are required
BenefitsThe base salary range for this role is $85,000 to $125,000. 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).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: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.

iCapital