Alternative Investment Specialist, West Coast - Vice President

Job Description

iCapital is seeking an Alternative Investment Specialist to join their team. This role involves working with a major wealth management client's advisors and third-party managers to increase the adoption of alternative investments. The Alternative Investment Specialist will report to the regional team lead for North America and Latin America.Responsibilities include:

• Generating alternative investment product sales.
• Promoting adoption of offerings across the client’s wealth platform.
• Meeting with clients and prospects and attending conferences and events.
• Collaborating with the client’s Alternative Investments team on new fund launches.
• Working with asset management partners to raise capital for offerings.
• Maintaining CRM with activity, advisor profiles, and pipeline capture.

Qualifications include:

• 10+ years of experience in the alternative investment industry in a client-facing role.
• Demonstrated ability to work in a fast-paced entrepreneurial environment.
• Ability to sell and support a diverse platform of hedge fund, private equity, private credit, and real asset offerings.
• Series 7 and 63 licenses are required.
• CFA and CAIA charter holders are preferred; CAIA must be obtained within 3 years of hire.

iCapital offers:

• A base salary range of $150,000 to $250,000.
• Equity for all full-time employees.
• An annual performance bonus.
• A comprehensive benefits package including retirement plan, healthcare, dental, vision, telemedicine, mental health counseling, parental leave, and unlimited PTO.

The position is fully remote and based in either the San Francisco or Los Angeles Metropolitan areas.