中西部地区总监 - 高级副总裁/总经理
Midwest Regional Director - Senior Vice President / Managing Director
职位描述
iCapital 正在寻找一位高级客户关系经理，副总裁。该职位负责领导位于芝加哥的伊利诺伊州、明尼苏达州和威斯康星州的销售工作。该职位是 iCapital 的另类投资分销销售团队的一部分，将向区域总监汇报。该团队负责注册投资顾问、地区和独立经纪交易商以及银行信托客户的另类投资产品销售和财务顾问教育。
职责
- 执行咨询式销售流程，提高现有和新用户对另类投资的采用率，并为现有平台资产持有者提供世界级服务。
- 在私募信贷、私募股权、房地产和对冲基金方面建立销售专业能力。
- 帮助顾问打造更好的投资组合，进行更好的对话，建立更好的业务。
- 定期与顾问、普通合伙人（GP）合作伙伴和关键意见持有人（COI）进行市场会议，建立信任并更好地了解市场趋势和机会。
任职要求
- 在另类投资行业有 8 年以上面向客户的从业经验（例如：外部批发商、融资专家、客户投资组合经理、产品专家）
- 自我驱动，以客户为先，适应性强，团队合作精神强，有意愿在行业领先企业中建立销售职业
- 精通 RIA、独立经纪交易商或银行分销领域
- 有成功建立区域市场的经验，能够利用数据和 CRM 进行决策，并实施明确的销售流程
- 能够销售并为世界级的对冲基金、私募股权、私募信贷和房地产产品提供售后支持
- 需要拥有 Series 7 和 63 证书
- 持有 CAIA 认证或在入职后三年内获得该认证
福利
该职位的基本薪资范围为 150,000 至 175,000 美元。iCapital 为所有全职员工提供包括薪资和股权的薪酬包。该职位将包含基于佣金的奖金。员工还可享受全面的福利包，包括雇主匹配的退休计划，医疗费用大幅补贴，包括 100% 雇主支付的牙科、视力、远程医疗和虚拟心理健康咨询，育儿假以及无限带薪休假（PTO）。
该职位的员工将完全远程办公，工作地点在芝加哥地区。每个部门需求不同，部分职位将根据情况指定为办公室工作。
查看英文原文
About the Role
iCapital is seeking a Senior Client Relationship Manager, Vice President. This individual is responsible for leading sales coverage in Illinois, Minnesota and Wisconsin based in Chicago. This role is part of iCapital’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.
Responsibilities
- Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders.
- Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
- Help advisors build better portfolios, have better conversations, and build better businesses.
- Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.
Qualifications
- 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
- Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader
- Expertise in RIA, Independent BD or Bank distribution segments
- Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
- Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
- Series 7 and 63 licenses are required
- CAIA certified or obtain within three years of hire
Benefits
The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based 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).
Employees in this role will work fully remote based in the Chicago area. 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 Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer:
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.
Originally posted on Himalayas