Alternative Investment Internal Sales Specialist – Associate / Assistant Vice President

Job Description

iCapital is seeking an Internal Alternative Investment Sales Specialist to support a distribution partnership with a major wealth management client. This role involves working with advisors, bankers, investment counselors, and third-party managers to increase alternative investment adoption.Responsibilities:

• Serve as the primary contact for sales and service inquiries.
• Generate alternative investment product sales with an external sales partner.
• Promote the adoption of alternative investment offerings.
• Travel to meet clients and attend conferences.
• Collaborate on new fund launches.
• Partner with asset management firms to raise capital.
• Maintain CRM records.

Qualifications:

• 5+ years in the alternative investment industry.
• Experience in a client-facing role.
• Ability to thrive in a fast-paced environment.
• Knowledge of hedge funds, private equity, private credit, and real assets.
• CFA and CAIA designations preferred.
• Must obtain CAIA within 3 years of hire.
• Series 7 & 63 licenses required.

Benefits:

• Competitive base salary range: $85,000 - $125,000.
• Equity for all full-time employees.
• Annual performance bonus.
• Comprehensive benefits package.
• Unlimited paid time off (PTO).

iCapital offers a hybrid work environment, requiring employees to work in the office Monday-Thursday and allowing remote work on Fridays.