替代品关系经理-副总裁
Alternative Distribution Relationship Manager - Vice President
关于角色** iCapital 正在寻找一名高级客户关系经理，副总裁。这个个人负责在伊利诺伊州，明尼苏达州和威斯康星州的领先销售覆盖。该职位是 iCapital 代价分销团队的一部分，并将向区域主任报告。该团队负责注册投资顾问，地区和独立经纪商及银行信托客户群中的替代投资产品销售和财务顾问教育。### **责任** - 执行咨询销售过程，以增加现有和新用户的采用替代品，并为现有的平台资产持有人提供世界级服务。- 在私人信贷，私募股权，房地产和对冲基金中培养销售技能。- 帮助顾问建立更好的投资组合，进行更好的对话，以及建立更好的业务。- 与顾问，GP 合作伙伴和 COI 定期在市场内举行会议，以建立信任和更好地了解市场趋势和机遇。##### **资格** - 8年以上客户面临能力 （例如：专业人士，客户组合经理，产品专家）- 自动化，客户优先，适应性，团队参与者，有意向投资 经过行业领先的销售职业生涯 - 在 RIA,独立 BD 或银行分销领域的专业知识 - 使用数据和 CRM 建立地区取得了成功 提供信息，并实施一个明确的销售过程 - 可为世界级对冲基金平台出售和提供售后支持，私募股权 提供私人信用和房地产 - 需要7号和63号系列许可证 - CAIA 认证或在租3年内获得###** **福利** 根据这项职位的基本工资范围为15万美元至175,000美元.iCapital 提供了一个薪酬包，包括全日制员工的工资和股权。该角色将包含基于佣金的奖励。雇员还获得了一套综合福利包，包括雇主匹配退休计划，慷慨补贴医疗保健，100%雇主付费牙科，视觉，远程医学和虚拟心理健康咨询，父母假期和无限付费休息 (PTO).本职位的员工将完全以距离工作在芝加哥地区。每个部门都有不同的需求，一些职位将被指定到中部。
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#### **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.
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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.