Evolve the client coverage model in partnership with the regional team through company segmentation, geographic coverage, and existing 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 market regularly to meet with advisors, clients, and centers of influence in support of sales goals.
Qualifications
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, and product specialist)
Bachelor’s degree in a related field
Progress towards or completion of the CFA/CAIA designation or MBA is preferred
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)
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Staffing and Recruiting
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