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Alternative Distribution Relationship Manager, Southern California and Southern Nevada - Vice President

iCapital · US

iCapital is seeking a Senior Client Relationship Manager, Vice President. This individual is responsible for leading sales coverage in Southern California an...

Job description

About the Role iCapital is seeking a Senior Client Relationship Manager, Vice President. This individual is responsible for leading sales coverage in Southern California and Southern Nevada. based in Southern California. This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele. Responsibilities: - Execute a consultative sales process to increase adoption of alternatives with existing and new users and 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 to build trust and better understand market trends and opportunities. Qualifications: - 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital rai...