Structured Investments Sales, Broker Dealer Specialist- Associate / Assistant Vice President
Remote - United States
About the Role
iCapital is looking to hire an Associate / Assistant Vice President to join the Distribution team's Midwest U.S. region. This high-performing leader will oversee all aspects of wholesaling investment products to registered representatives. Reporting into the Managing Director, this role will work amongst a talented team of professionals who are making an impact at iCapital. We are looking for someone who is both strategic and hands on, and able to manage multiple clients while developing new relationships.
Responsibilities
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients.
- Educate advisors on the merits of structured investments as part of client portfolios.
- Continue to self-educate and be able to discuss our 200+ monthly offerings.
- Work in close partnership with home offices and issuer partners on new offerings.
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
- Onboard new clients to iCapital's best-in-class network to support business growth.
- Utilize contact management system to capture information and schedule follow up activities.
Qualifications
- 5+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
- Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings
- Series 7 and 63 licenses are required
- Experience covering large independent broker-dealers such as Ameriprise is preferred.
Benefits
The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is eligible to receive commission. 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).
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.
Structured Investments Sales, Broker Dealer Specialist- Associate / Assistant Vice President
Remote - United States
About the Role
iCapital is looking to hire an Associate / Assistant Vice President to join the Distribution team's Midwest U.S. region. This high-performing leader will oversee all aspects of wholesaling investment products to registered representatives. Reporting into the Managing Director, this role will work amongst a talented team of professionals who are making an impact at iCapital. We are looking for someone who is both strategic and hands on, and able to manage multiple clients while developing new relationships.
Responsibilities
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients.
- Educate advisors on the merits of structured investments as part of client portfolios.
- Continue to self-educate and be able to discuss our 200+ monthly offerings.
- Work in close partnership with home offices and issuer partners on new offerings.
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
- Onboard new clients to iCapital's best-in-class network to support business growth.
- Utilize contact management system to capture information and schedule follow up activities.
Qualifications
- 5+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
- Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings
- Series 7 and 63 licenses are required
- Experience covering large independent broker-dealers such as Ameriprise is preferred.
Benefits
The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is eligible to receive commission. 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).
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.
