Assistant Vice President - Structured Investment Distribution
iCapitalnetwork
Remote, US
Base: $70,000 to $80,000; bonus/equity: eligible f...
Hybrid (in-office monday-thursday, remote friday)
Consultative sales process for new clients
Educate advisors on structured investments
Analyze regional and product sales trends
iCapital is seeking an Assistant Vice President for their Structured Investment Distribution team, focusing on wholesaling investment products to registered representatives in the Western U.S. The ideal candidate should have 4-7 years of investment industry experience, strong consultative sales skills, and necessary licenses. The position offers a competitive salary, a commission plan, and comprehensive benefits, including unlimited PTO
Job Summary
This role involves leveraging a consultative sales process to acquire new relationships and expand existing client portfolios.
The position requires educating advisors on the merits of structured investments while analyzing regional sales trends.
Employees receive a comprehensive benefits package including equity, employer-matched retirement plans, and unlimited paid time off.
Matching Summary
Match Score: 85
iCapital is seeking an Assistant Vice President for their Structured Investment Distribution team, focusing on wholesaling investment products to registered representatives in the Western U.S. The ideal candidate should have 4-7 years of investment industry experience, strong consultative sales skills, and necessary licenses. The position offers a competitive salary, a commission plan, and comprehensive benefits, including unlimited PTO.
Salary
Base: $70,000 to $80,000; Bonus/Equity: Eligible for annual commission plan and equity for all full-time employees; Benefits: Employer matched retirement, subsidized healthcare, parental leave, unlimited PTO
Skills & Requirements
Must-have
Consultative sales process for new clients
Educate advisors on structured investments
Analyze regional and product sales trends
Onboard new clients to iCapital network
Travel regularly in market to meet clients
Nice-to-have
Fast-paced entrepreneurial environment experience
Experience covering large wealth platforms
Strategic and hands-on leadership style
Ability to manage multiple clients simultaneously
Key Requirements
4-7+ years of investment industry experience
Series 7 and 63 licenses required
Client-facing capacity such as wholesaler or relationship manager
Experience with defined outcome offerings preferred