Job description
About the Role
iCapital is looking to hire a Vice President to join our Structured Investments Separately Managed Account (“SMA”), Outcome Driven Strategies Distribution team to focus on sales in the West, Southwest and Midwest territories. This high-performing leader will oversee all aspects of selling the Structured Products SMA strategies to financial professionals, primarily in the RIA and IBD space. Reporting to the SMA Division Leader, this role will work amongst a talented team of professionals who are making an impact at iCapital. This individual is strategic, entrepreneurial, 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.
- Work with other Sales teams within iCapital to expand the reach of Structured Investments SMA within the iCapital ecosystem.
- Educate advisors on the merits of Structured Investment SMAs as part of client portfolios.
- Onboard new clients to iCapital’s best-in-class network to support business growth.
- Travel regularly in the market to meet with advisors and clients to support new and existing business.
- Utilize contact management system to capture information, schedule follow up activities and manage pipeline.
- Collaborate with the Marketing team on email campaigns, webinars, industry events, etc.
- Collect and maintain competitor analysis.
Qualifications
- 7+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist), SMA and Asset Management experience highly preferred, Structured Investments experience a plus
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
- Self-sufficient and a self-starter
- Able to sell and provide support across multiple SMA strategies
- Series 7 and 63 licenses are required
- Experience covering RIA aggregators, larger RIAs, and independent broker-dealers and strong relationships with these client segments preferred on the West Coast
- Willing to travel one third of the work schedule
Benefits
The base salary range for this role is $80,000 to $100,000. 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.
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.
