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Responsibilities:
, - Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders.
, - Develop sales proficiency across private credit, private equity, real estate, and hedge funds to help advisors build better portfolios, have better conversations, and build better businesses.
Qualifications:
, - 8+ years of experience in the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist).
, - Self-motivated, client first, adaptable team player with a desire to build a sales career with an industry leader.
, - Expertise in RIA, Independent BD, or Bank distribution segments with demonstrated success building a region using data and CRM.
, - Required Series 7 and 63 licenses; CAIA certified or obtain within three years of hire.
Benefits and Work Arrangement:
, - This remote role is based in the Southern California area and includes a base salary plus commission-based bonus and equity.
, - Benefits include an employer matched retirement plan, subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited PTO.
iCapital
iCapital provides a technology platform for the alternative investment ecosystem, facilitating access to private markets for financial advisors and their high-net-worth clients. It is a growing fintech company recognized for its innovation, offering a collaborative culture with a comprehensive benefits package and a focus on employee development.