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Assistant Vice President - Structured Investment Distribution

iCapital · US

iCapital is looking to hire an Assistant Vice President to join the Structured Investments Distribution team (Western U. S. Region).

Job description

About the Role iCapital is looking to hire an Assistant Vice President to join the Structured Investments Distribution team (Western U.S. Region). This high-performing leader will oversee all aspects of wholesaling investment products to registered representatives. Reporting into the Senior Vice President or Managing Director, this role will work amongst a talented team of professionals who are making an impact at iCapital. We are looking for someone who is both strategic and hands on, and able to manage multiple clients while developing new relationships. Responsibilities: - Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. - Educate advisors on the merits of structured investments as part of client portfolios. - Continue to self-educate and be able to discuss our 200+ monthly offerings. - Work in close partnership with home offices and issuer partners on new offerings. - Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors. - Onboard new clients to iCapital’s best-in-class network to support business growth. - Travel regularly...