National Accounts, IBD Coverage - Vice President

The role

This individual will support iCapital National Account efforts to grow business and implement alternative investment product placement across independent broker dealer relationships. They will carry out National Accounts strategy, develop client business plans, and implement top-down sales initiatives.

What you will do

• Lead research engagement for new and existing mandates.
• Cultivate relationships with Research teams at all levels.
• Collaborate with iCapital research teams and GP partners.
• Work with iCapital Enterprise level relationship managers.
• Own product and platform rollouts.
• Create and maintain active SWOT documentation for each key client.
• Develop key client collateral.
• Document all client focused activities via CRM (Salesforce).
• Build and strengthen relationships through face-to-face, phone, and electronic contact.
• Direct selling through relationship management activities to increase sales and asset retention.

Required qualifications

• 10+ years of experience placing complex products with Independent firms
• Bachelor’s degree
• Working knowledge of independent firm ecosystems from a sales, custodial, product, and research perspective
• Intermediate knowledge of alternative investment products and asset classes
• Able to influence and persuade others, bridge differences, and build consensus
• Strong leadership and communication skills
• Marketing and analytical skills
• Strong sales skills with history in a consultative sales process
• Able to multi-task and maintain a positive attitude and high-performance level
• Excellent verbal and written communication and strong presentation skills
• Series 7 and 63 licenses

Benefits

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Subsidized healthcare
• 100% employer paid dental
• 100% employer paid vision
• Telemedicine
• Virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is looking to hire a Vice President to join the Alternatives Distribution team.