North East, Regional Director - Assistant Vice President / Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $164 billion in global client assets invested in 1,333 funds, as of July 2023.

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a two-time winner of MMI/Barron’s Solutions Provider award (See link below). 

iCapital is looking to hire a Salesperson to join our Distribution team covering the Northeast market. The Distribution team is responsible for alternative investment product sales and advisor education for Registered Investment Advisors (RIAs), regional and independent broker dealers, and bank trust clientele. This team covers New England, New York State, Pennsylvania, and West Virginia and reports to the Northeast Distribution Lead.

• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.
• Develop sales proficiency with our menu of 40+ offering private credit, private equity, real estate, and hedge funds.
• Lead and manage new manager launch processes in market.
• Work in partnership with wealth management and asset management partners to generate AI interest and asset flows.
• Travel in the market to meet with advisors, clients, and centers of influence in support of the broader sales and educational effort.
• Leverage technology input and reporting tools (e.g., Salesforce, Tableau).

• 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, product specialist)
• Able to work in a fast-paced entrepreneurial environment and follow a rigorous sales process across a diverse platform of hedge fund, private equity, private credit, and real estate offerings
• Series 7 and 63 license required (obtained within 60 days of start)
• Obtain CAIA within 2-3 years of hire

The base salary range for this role is $125,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.