Alternative Investment Specialist, West Coast - Vice President

iCapital; San Francisco (CA); Remote; USD 150,000 - 250,000; Full time

Job summary

iCapital is hiring an Alternative Investment Specialist, reporting to the regional team lead for North America and Latin America. The role focuses on growing alternative investment adoption through effective relationship management and requires extensive industry experience with necessary licenses. Competitive salary package with additional benefits included.

Benefits

Equity

Annual performance bonus

Employer matched retirement plan

100% employer paid dental and vision

Unlimited paid time off

Qualifications

• 10+ years experience in alternative investment industry.
• Ability to work in a fast-paced entrepreneurial environment.
• Must obtain CAIA within 3 years of hire.

Responsibilities

• Generate alternative investment product sales.
• Promote adoption of offerings across the client's wealth platform.
• Attend conferences and events regularly.

Skills

Relationship Management

Communication

Sales

Influencing Skills

Education

Series 7 and 63 licenses

CFA and CAIA charter preferable

Job description

Alternative Investment Specialist, West Coast - Vice President

Alternative Investment Specialist, West Coast - Vice President

2 days ago Be among the first 25 applicants

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 include generating alternative investment product sales, promoting adoption of offerings across the client's wealth platform, meeting with clients and prospects and attending conferences and events regularly, working with the client's Alternative Investments team on new fund launches, partnering with asset management partners to raise capital, and mandatory CRM usage and maintenance. Qualifications include 10+ years of experience in alternative investment industry in a client facing capacity, ability to work in a fast-paced entrepreneurial environment, ability to sell and support a diverse platform of hedge fund, private equity, private credit, and real asset offerings, Series 7 and 63 licenses required, CFA and CAIA charter holders preferred, and must obtain CAIA within 3 years of hire. Benefits include a base salary range of $150,000 to $250,000, equity, annual performance bonus, comprehensive benefits package including employer matched retirement plan, subsidized healthcare with 100% employer paid dental, vision, telemedicine, virtual mental health counseling, parental leave, and unlimited paid time off. The role is fully remote but candidates should be based in either the San Francisco or Los Angeles Metropolitan areas.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Technology, Information and Internet

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