Alternative Investment Internal Sales Specialist – Associate / Assistant Vice President

Job Description

iCapital is seeking an Internal Alternative Investment Sales Specialist to support the distribution partnership with a major wealth management client. The role involves working with advisors, bankers, investment counselors, and third-party managers to increase alternative investment adoption. The Internal Sales Specialist will report to the regional team lead for North America and Latin America.Responsibilities include:

• Serving as the primary contact for sales and service inquiries.
• Generating alternative investment product sales in partnership with external sales partners.
• Becoming an expert on alternative investments and promoting their adoption.
• Traveling within the coverage territory as requested.
• Collaborating with the client's Alternative Investments team on new fund launches.
• Partnering with asset management firms to raise capital.
• Maintaining CRM records of activity, advisor profiles, and pipeline capture.

Qualifications include:

• 5+ years of experience in the alternative investment industry in a client-facing role.
• Demonstrated ability to thrive in a fast-paced entrepreneurial environment.
• Strong sales and support skills for 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 & 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)
• Hybrid work schedule (Monday-Thursday in office, remote on Friday)