Northeast, Regional Director - Vice President
iCapital
- Philadelphia, PA
- $125,000-175,000 per year
- Permanent
- Full-time
- Evolve the client coverage model in partnership with the regional team (e.g., company segmentation, geographic coverage, exiting investor base).
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.
- Develop sales proficiency with the 60+ offering menu of private credit, private equity, real estate, and hedge funds.
- Work with internal iCapital stakeholders and general partners to educate advisors and grow overall adoption.
- Travel in the market regularly to meet with advisors, clients, and centers of influence in support of sales goals.
- 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio manager, product specialist)
- Bachelor's degree; Progress towards or completion of the CFA/CAIA designation or an MBA is preferred
- Experience working with registered investment advisors or independent broker dealers in a sales or product specialist capacity
- Demonstrated success with selling and supporting a diverse platform of alternative investment strategies across hedge funds, private equity, private credit, and real estate
- Comfortable taking initiative working in a heavily formulaic compensation model
- Series 7 and 63 licenses are required or must obtain within 60 days of hire
- Willingness to obtain CAIA within 2-3 years of hire