Alternative Investment Specialist, West Coast, LATAM – Vice President

iCapital; United States; Remote; USD 150,000 - 250,000; Full time

Job summary

A leading investment firm is seeking an Alternative Investment Specialist, VP level, focusing on growing alternative investment adoption within major wealth management clients. This remote position requires extensive experience in the alternative investment sector, exceptional relationship management skills, and the ability to effectively communicate product value to clients.

Benefits

Equity for all full-time employees

Comprehensive benefits package

Employer-matched retirement plan

Unlimited paid time off (PTO)

Qualifications

• 10+ years in alternative investments in a client-facing role.
• Able to promote diverse investment offerings.
• Experience in fast-paced and rigorous sales environments.

Responsibilities

• Generate alternative investment product sales.
• Promote adoption of offerings across the wealth platform.
• Meet with clients and attend events bi-weekly.

Skills

Relationship Management

Communication

Sales Experience

Education

Series 7 and 63 licenses

CFA and CAIA charter holders (preferred)

CAIA to be obtained within 3 years of hire

Job description

Alternative Investment Specialist, West Coast - Vice President

Join to apply for the Alternative Investment Specialist, West Coast - Vice President role at iCapital

Alternative Investment Specialist, West Coast - Vice President

Join to apply for the Alternative Investment Specialist, West Coast - Vice President role at iCapital

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iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $232 billion in global client assets invested in 1,907 funds, as of April 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).

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 investment 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 investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, or 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
• Series 7 and 63 licenses are required
• CFA and CAIA charter holders are preferred
• Must obtain CAIA within 3 years of hire
  
  

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.

We are looking for someone based in either the San Francisco or Los Angeles Metropolitan areas.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services and IT Services and IT Consulting

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