Associate Regional Director, iCapital
West Coast
$100-125k
+Bonus & Equity
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
$100-125k
+Bonus & Equity
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- The role requires an outgoing sales professional who can travel extensively throughout the region and work with a variety of investment professionals
- 5+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio manager, and product specialist)
- Bachelor’s degree in a related field
- Progress towards or completion of the CFA/CAIA designation or MBA is preferred
- Experience working with registered investment advisors or independent broker dealers in a sales or product specialist capacity
- Demonstrated success with selling and supporting a diverse platform of alternative investment strategies across hedge funds, private equity, private credit, and real estate
- Comfortable taking initiative working in a heavily formulaic compensation model
- Series 7 and 63 licenses required (obtain within 60 days of start)
- Willingness to obtain CAIA within 2-3 years of hire
What the job involves
- ICapital is looking to hire an Associate sales leader for our West Coast market. The West Coast team works with top RIAs, Regional and National Independent Broker Dealers and Bank Trust clientele in six states (AK, AZ, CA, HI, NV, OR, WA)
- This individual will be part of iCapital’s industry leading Alternatives Distribution team and will report into the West Coast Regional Alternative Investment Managing Director
- The Alternatives Distribution team is responsible for alternative investment product sales and financial advisor education
- Evolve the client coverage model in partnership with the regional team through company segmentation, geographic coverage, and existing investor base
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management
- Develop sales proficiency with the 60+ offering menu of private credit, private equity, real estate, and hedge funds
- Work with internal iCapital stakeholders and general partners to educate advisors and grow overall adoption
- Travel in market regularly to meet with advisors, clients, and centers of influence in support of sales goals
Otta's take
Xav Kearney
CTO of Otta
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Insights
Some candidates hear
back within 2 weeks
42% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Founders
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
Diversity & Inclusion at iCapital
- We consider applicants of all backgrounds. If you are excited about what we’re building but don't meet some of the criteria above, please don’t let that discourage you from applying
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