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The role of Alternative Distribution Relationship Manager at iCapital is a unique opportunity for professionals in the alternative investment industry. The position is primarily focused on the Northern Texas and Oklahoma markets, particularly in the Dallas/Fort Worth area. As a part of the Alternatives Distribution Sales team, the chosen candidate will report directly to the Regional Director. This role is designed to encompass a consultative sales approach that prioritizes client relationship management and service excellence.
The Alternative Distribution Relationship Manager will have several key responsibilities. One of the primary duties will be to execute a consultative sales process that aims to boost the integration of alternative investment products among existing clients while attracting new users. In addition to sales, this role involves delivering world-class service to current platform asset holders.
The individual will be responsible for developing their expertise across a range of alternative investments including private credit, private equity, real estate, and hedge funds. This requires regular, in-depth market meetings with financial advisors, general partners (GP) partners, and centers of influence (COIs) to establish trust and gather valuable insights regarding market trends and opportunities.
For candidates considering this position, it is essential to possess a strong and relevant background in the alternative investment space. Specifically, the role requires a minimum of 8 years of experience in a client-facing capacity. Some example positions that align well with this role include external wholesaler, capital raising specialist, client portfolio manager, or product specialist. The successful candidate should be self-motivated and client-focused while also demonstrating adaptability as a team player.
Candidates should have experience building a region, demonstrating effective use of data and Customer Relationship Management (CRM) systems to make informed sales decisions. A well-defined sales process is vital, and the ability to sell and provide support for a platform encompassing hedge funds, private equity, private credit, and real estate offerings is required.
Additionally, applicants should hold or be willing to obtain Series 7 and 63 licenses, alongside achieving CAIA certification within three years of their hire date.
This position comes with a competitive base salary range of $150,000 to $175,000. Furthermore, iCapital provides a comprehensive compensation package that includes salary and equity offerings for all full-time employees. There is also an opportunity for additional earnings through a commission-based bonus.
Beyond the financial compensation, employees enjoy an extensive benefits package. This includes:
An employer-matched retirement plan
Generously subsidized healthcare options, with 100% employer-paid dental and vision
Telemedicine services and virtual mental health counseling
Parental leave arrangements
Unlimited paid time off (PTO)
Importantly, iCapital values inclusivity and equality in the workplace and aims to be an equal employment opportunity and affirmative action employer.
This position offers a fully remote work environment for employed individuals based in the Dallas/Fort Worth area. While remote work is encouraged and facilitated, it is noted that different departments may have unique requirements. Some roles might still require in-office attendance depending on job function.
In conclusion, the Alternative Distribution Relationship Manager position at iCapital is an exciting opportunity for seasoned professionals in the alternative investments space. With attractive salary and benefits, this role not only offers a chance to grow in the industry but also to lead significant business relationships across Texas and Oklahoma. As part of a dedicated and knowledgeable sales team at iCapital, the successful candidate will have the chance to make impactful contributions to the firm's market presence while delivering stellar service to clients.
This job offer was originally published on himalayas.app
This job offer summary has been generated using automated technology. While we strive for accuracy, it may not always fully capture the nuances and details of the original job posting. We recommend reviewing the complete job listing before making any decisions or applications.
