Southeast, Regional Director - Senior Vice President / Managing Director - Remote

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $176 billion in global client assets invested in 1,433 funds, as of December 2023.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire a Regional Senior Vice President or Managing Director level sales leader for our Southeast market.  This team is responsible for covering (AL, AR, FL, GA, LA, MS, SC, TN).  This individual will be part of iCapital’s Alternatives Distribution team, and this position will report to our Head of AI Distribution.  Our Alternatives Distribution 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 

• Coach and oversee a team of three alternative investment sales professionals.   
• Evolve the client coverage model in partnership with the existing team (e.g. segmentation, sales rotation, asset manager partnerships). 
• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.  
• Develop sales proficiency with the 40+ offering menu of private credit, private equity, real estate, and hedge funds. 
• Lead new manager launch process in market for the Southwest.  
• Travel in the market as required to meet with advisors, clients, and centers of influence in support of sales effort.  

Qualifications 

• 15+ years of experience …