Alternative Investment Product Specialist, TPM - Vice President

About the Role

iCapital’s Portfolio Management team is looking to hire a Vice President Alternative Investment Specialist to support a new series of accredited investor focused offerings created in partnership with some of the world’s leading alternative assets managers. This individual will be part of a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis.  The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses.  This role will report to the Head of Registered Fund Solutions Sales.  

Responsibilities

• Execute a territory strategy that includes firm and branch rotations, business plans for priority firms, proactive call cycles, face‑to‑face meetings, and a consultative, value‑added approach.


• Collaborate with the broader distribution organization to drive increased sales and enhanced client service.


• Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns.


• Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs.


• Use CRM tools to track activities, analyze data, and formulate engagement strategies.


• Travel regularly in the market to attend industry conferences and meet with key clients and prospects.

Qualifications

• 10+ years alternatives, mutual fund or SMA sales experience within the wealth channel


• Proven track record of success with demonstrated results in a financial sales role


• Able to demonstrate industry and alternative investment product knowledge


• Knowledge of competitive landscape, client drivers and other key marketplace factors


• Exceptional communication, organizational, and interpersonal skills


• Self‑starter with strong initiative who thrives in a fast‑paced environment


• Series 7 and 63 licenses are required


• Must obtain CAIA within 2-3 years of hire


• Willing to travel up to 75% as needed

Benefits

The base salary range for this role is $150,000 to $175,000.  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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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.