Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President

The role

This individual leads sales coverage in Texas and Oklahoma. They will execute a consultative sales process to increase adoption of alternatives and deliver service to platform asset holders.

What you will do

• Execute a consultative sales process to increase adoption of alternatives with existing and new users
• Deliver world class service to existing platform asset holders
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds
• Help advisors build better portfolios, have better conversations, and build better businesses
• Regular in-market meetings with advisors, GP partners, and COIs

Required qualifications

• 8+ years of experience in the alternative investment industry in a client facing capacity
• Expertise in RIA, Independent BD or Bank distribution segments
• Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
• Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
• Series 7 and 63 licenses are required

Nice to have

• CAIA certified or obtain within three years of hire

Benefits

• Salary and equity
• Commission based bonus
• Employer matched retirement plan
• Generously 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 an industry leader in alternative investment product sales and financial advisor education.