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

iCapitalnetwork

Southern California, US
Base: $150,000 to $175,000; bonus/equity: commissi...
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8+ years alternative investment experience
Series 7 and 63 licenses required
Expertise in ria and independent bd segments
** iCapital is seeking a Vice President to manage sales in Southern California and Southern Nevada, focusing on alternative investment products. The ideal candidate will have extensive experience in the alternative investment industry and strong client relationship skills, with a commitment to enhancing advisor performance. **

Job Summary

  • This role is responsible for leading sales coverage in Southern California and Southern Nevada for alternative investment products.
  • 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 paid dental and vision, and unlimited paid time off.

Matching Summary

Match Score: 75

** iCapital is seeking a Vice President to manage sales in Southern California and Southern Nevada, focusing on alternative investment products. The ideal candidate will have extensive experience in the alternative investment industry and strong client relationship skills, with a commitment to enhancing advisor performance. **

Salary

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

  • Self-motivated and adaptable team player
  • Desire to build a sales career with industry leader
  • Data-driven decision making skills
  • Strong relationship building with advisors

Key Requirements

  • 8+ years client facing experience in alternative investments
  • Series 7 and 63 licenses mandatory
  • CAIA certification or obtain within three years
  • Proven success building regions using CRM data

Work Rights

Not specified

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