Western Regional Director - Vice President / Senior Vice President

Overview

Role involves generating sales for alternative investment products and educating clients.

Ideal candidate has 10+ years in alternative investments and strong sales skills.

Locations

• United States, California

Requirements

• 10+ years experience in alternative investments
• Series 7 and 63 licenses required
• CAIA to be obtained within 3 years

Responsibilities

• Generate alternative investment product sales
• Promote iCapital's US Marketplace
• Travel to meet clients
• Leverage consultative sales process
• Manage new manager roll-out process
• Partner with asset management for capital raising
• Lead CRM usage and sales pipeline maintenance

Benefits

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Subsidized healthcare
• Unlimited paid time off
• Parental leave
• 100% employer paid dental and vision