Alternative Distribution Relationship Manager, Northern California And Northern Nevada - Vice President

iCapitalnetwork

Northern California, US
Base: $150,000 to $175,000; bonus/equity: commissi...
Fully remote
8+ years alternative investment experience
Series 7 and 63 licenses required
Expertise in ria and independent bd segments
iCapital is seeking a Vice President for Alternative Distribution Relationship Management in Northern California and Northern Nevada, responsible for leading sales and client relationships in alternative investments. The role requires extensive experience in the alternative investment industry, with a focus on client-facing roles and a proven sales process

Job Summary

  • This role is responsible for leading sales coverage in Northern California and Northern Nevada regions as part of the Alternatives Distribution Sales team.
  • The position requires executing a consultative sales process to increase adoption of alternatives with existing and new users while delivering world-class service.
  • Employees receive a comprehensive benefits package including an employer matched retirement plan, fully subsidized healthcare, and unlimited paid time off.

Matching Summary

Match Score: 85

iCapital is seeking a Vice President for Alternative Distribution Relationship Management in Northern California and Northern Nevada, responsible for leading sales and client relationships in alternative investments. The role requires extensive experience in the alternative investment industry, with a focus on client-facing roles and a proven sales process.

Salary

Base: $150,000 to $175,000; Bonus/Equity: Commission based bonus and equity included; Benefits: Employer matched retirement, 100% employer paid dental/vision/telemedicine, parental leave, unlimited PTO

Skills & Requirements

Must-have

  • 8+ years alternative investment experience
  • Series 7 and 63 licenses required
  • Expertise in RIA and Independent BD segments
  • Consultative sales process execution
  • Private credit and private equity knowledge

Nice-to-have

  • CAIA certification or obtain within three years
  • Self-motivated and adaptable team player
  • Data-driven decision making skills
  • Strong CRM implementation experience
  • Desire to build a sales career with industry leader

Key Requirements

  • 8+ years client facing experience in alternative investments
  • Required Series 7 and 63 licenses
  • CAIA certification preferred (obtain within 3 years)
  • Proven success building a region using data and CRM
  • Expertise in RIA, Independent BD, or Bank distribution

Work Rights

Not specified

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