West Coast, Regional Director - Associate

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 $180 billion in global client assets invested in 1,441 funds, as of February 2024.

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 an Associate sales leader for our West Coast market. The West Coast team works with top RIAs, Regional and National Independent Broker Dealers and Bank Trust clientele in six states (AK, AZ, CA, HI, NV, OR, WA). This individual will be part of iCapital’s industry leading Alternatives Distribution team and will report into the West Coast Regional Alternative Investment Managing Director. The role requires an outgoing sales professional who can travel extensively throughout the region and work with a variety of investment professionals. The Alternatives Distribution team is responsible for alternative investment product sales and financial advisor education.

Responsibilities

• Evolve the client coverage model in partnership with the regional team through company segmentation, geographic coverage, and existing investor base.
• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management. 
• Develop sales proficiency with the 60+ offering menu of private credit, private equity, real estate, and hedge funds.
• Work with internal iCapital stakeholders and general partners to educate advisors and grow overall adoption.    
• Travel in market regularly to meet with advisors, clients, and centers of influence in support of sales goals. 

Qualifications

• 5+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio manager, and product specialist)
• Bachelor’s degree in a related field
• Progress towards or completion of the CFA/CAIA designation or MBA is preferred
• Experience working with registered investment advisors or independent broker dealers in a sales or product specialist capacity
• Demonstrated success with selling and supporting a diverse platform of alternative investment strategies across hedge funds, private equity, private credit, and real estate
• Comfortable taking initiative working in a …