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Regional Specialist – Assistant Vice President / Vice President
| Company | iCapital Network |
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| Location | Greenwich, CT, USA |
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| Salary | $125000 – $150000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s, MBA |
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| Experience Level | Senior, Expert or higher |
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Requirements
- 7 to 10+ 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)
- Bachelor’s degree; Preference for progress towards or completion of the CFA/CAIA designation or an MBA
- Experience working with registered investment advisors or independent broker dealers in a sales or product specialist capacity
- Demonstrated success with selling and supporting a diverse platform of alternative investment strategies across hedge funds, private equity, private credit, and real estate
- Comfortable taking initiative working in a heavily formulaic compensation model
- Series 7 and 63 licenses required (obtain within 60 days of start)
- Willingness to obtain CAIA within 2-3 years of hire
Responsibilities
- Evolve the client coverage model in partnership with the regional team (e.g., firm segmentation, geographic coverage, exiting investor base)
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management
- Develop sales proficiency with the 60+ offering menu of private credit, private equity, real estate, and hedge funds
- Work with internal iCapital stakeholders and general partners to educate advisors and grow overall adoption
- Travel in the market regularly to meet with advisors, clients, and centers of influence in support of sales goals
Preferred Qualifications
No preferred qualifications provided.
