Responsibilities:

Increase adoption of alternative investments through a consultative sales process while providing exceptional service to existing clients.
Build expertise in selling private credit, private equity, real estate, and hedge funds to support advisors in portfolio construction and client conversations.

Qualifications:

Possess 8+ years of experience in the alternative investment industry in a client-facing role such as external wholesaler or capital raising specialist.
Demonstrate expertise in RIA, Independent Broker Dealer, or Bank distribution segments with proven success in regional business development.
Hold Series 7 and 63 licenses, with a requirement to obtain CAIA certification within three years of hire.

Compensation and Benefits:

Receive a total compensation package that includes a base salary, equity for full-time employees, and a commission-based bonus.
Gain access to a comprehensive benefits package featuring employer-matched retirement plans, subsidized healthcare, and generous paid time off policies.

iCapital

iCapital provides a technology platform that helps advisors access alternative investments such as hedge funds, private equity, and private credit. The company is an industry leader that fosters a collaborative and team-oriented culture, with a focus on innovation and providing world-class solutions to its clients.

Apply for This Position