National Accounts, IBD Coverage - Vice President

iCapital; New York (NY); Hybrid; USD 160,000 - 190,000; Full time

Job summary

iCapital is seeking a Vice President to join the Alternatives Distribution team in New York. You will lead national accounts efforts, build client business plans, and collaborate with home office and regional sales teams to grow assets and place alternative investments.

The role requires deep product knowledge, strong relationship management, Series 7/63 licenses, and willingness to travel up to 50%. Hybrid work arrangement offers office presence Mon-Thu with remote Fridays.

Qualifications

• 10+ years of experience placing complex products with Independent firms.
• Working knowledge of independent firm ecosystems from a sales, custodial, product, and research perspective.
• Able to influence and persuade others, bridge differences, and build consensus towards a common goal.
• Strong leadership and communication skills with the ability to work collaboratively with internal and external partners.
• Marketing and analytical skills are required to implement research coverage and top-down strategic plans.
• Strong sales skills with history in a consultative sales process.
• Able to multi-task and maintain a positive attitude with demanding, time-sensitive initiatives.
• Excellent verbal and written communication and strong presentation skills.
• Willingness to travel up to 50% for client support and business development.

Responsibilities

• Lead research engagement for new and existing mandates to deliver due diligence experience.
• Cultivate relationships with research teams and leadership.
• Collaborate with research teams and GP partners to align on views, pipeline, strategy, and trends.
• Partner with relationship managers to deliver unified client experience.
• Own product and platform rollouts coordinating with internal partners and clients to maximize sales.
• Create and maintain active SWOT documentation for key clients.
• Develop client collateral with Marketing to support field sales.
• Strengthen relationships through frequent contact with key decision-makers to increase influence.
• Direct selling through relationship management to profitably increase sales and retention.
• Harmonize strategy and distribution opportunities for assigned firms.

Skills

Leadership

Communication

Client relationships

Strategic planning

Sales process

Presentation skills

Multi-tasking

Tools

Series 7 license

Series 63 license

Job description

National Accounts, IBD Coverage - Vice President

New York, New York, United States

About the Role

iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account effortsto proactively grow business and implement iCapital’s alternative investment product placement and management along with focused distribution efforts, across strategically important independent broker dealer relationships.This will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams.

The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm level marketing initiatives, and service level requests to drive sales. This position will report to the Head of Alternatives Distribution National Accounts and will work closely with our field-based regional sales teams.

Responsibilities

• Lead research engagement for new and existing mandates to deliver industry leading due diligence experience toiCapitalwhite label research teams.
• Cultivate strong and trust-based relationships with Research teams at all levelsofleadership, analysts,and operational due diligence.
• Collaborate seamlessly withiCapitalresearch teams and GP partners to ensure continuous alignment on current views,pipeline, strategyplacementand industry trends.
• Become a trusted partner to key clients and work withiCapitalEnterprise level relationship managers to deliver a unified best-in-class clientandadvisor experience.
• Own product andplatform rollouts coordinating across internal partners,generalpartners, key clients,andiCapitalregional sales team members to maximize salesopportunity.
• Createandmaintainactive SWOT documentation for each key client and establish routines to support each relationship.
• Develop key client collateral,independent of or in partnership withiCapital’sMarketing team to support our field-based sales efforts.
• Build and strengthen relationships through contact frequency including comprehensive face-to-face, phone,andelectronic contact with key decision-makers and points of influence at firmstoincrease our influence at various firm levels.
• Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention.
• Participate in harmonizing strategyandtactics and distribution opportunities forinitiatives for assigned firms.

Qualifications

• 10+ years of experience placing complex products with Independent firms
• Working knowledge of independent firm ecosystems from a sales, custodial, product, and research perspective. Intermediate knowledge of alternative investment products and asset classes
• Ableto influence and persuade others, bridge differences,and build consensus towards a common goal orobjectiveis critical
• Strong leadership and communication skillswith theabilityto work collaboratively withkey internal relationships and external partners
• Marketing and analytical skillsarerequiredto implement research coverage and top-down strategic plan to execute overall business plan
• Strong sales skills, with history in a consultative sales process
• Ableto multi-task andmaintaina positive attitude and high-performance level with demanding and time sensitive initiatives
• Excellent verbal and written communication and strong presentationskills
• Series 7and63licenses arerequired
• Willingnessto travel up to 50%of the timefor key client support and business development activities

The base salary range for this role is $160,000 to $190,000. 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).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

iCapital is proud to be an Equal Employment Opportunity and Aff…

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.