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Job Description
iCapital is seeking a Senior Alternative Investment Specialist to lead the North America and Latin America team for a distribution partnership with a major wealth management client. This role reports to the Head of Alternative Investments Distribution at iCapital. The ideal candidate will drive alternative investment adoption by working with advisors, bankers, investment counselors, specialists, and third-party managers.
Responsibilities:
- Lead and manage a team of five.
- Generate alternative investment product sales.
- Promote adoption of offerings across our client’s wealth platform.
- Meet with clients and prospects, attending conferences and events.
- Work with the wealth client’s Alternative Investments team on new fund launches.
- Partner with asset management partners to raise capital for offerings.
- Maintain CRM with activity, advisor profiles, and pipeline capture.
Requirements:
- 15+ 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.
- CFA and CAIA charter holders are preferred.
- Must obtain CAIA within 3 years of hire.
- Series 7 and 63 licenses are required.
iCapital offers:
- Equity for all full-time employees.
- Annual performance bonus.
- Employer-matched retirement plan.
- Generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Parental leave.
- Unlimited paid time off (PTO).
iCapital
iCapital is a financial technology company that operates an alternative investment marketplace. Its platform facilitates access to public and private market strategies for advisors, wealth management firms, asset managers, and banks, serving the high-net-worth client segment. The company offers services for a substantial volume of client assets invested across numerous funds. iCapital's platform aims to transform the evaluation and recommendation process for bespoke investment options.
All Jobs at iCapital (93)