Alternative Investment Product Specialist, TPM - Vice President

iCapital•Greenwich, CT

3d•$150,000 - $175,000•Hybrid

About The Position

iCapital’s Portfolio Management team is looking to hire a Vice President Alternative Investment Specialist to support a new series of accredited investor focused offerings created in partnership with some of the world’s leading alternative assets managers. This individual will be part of a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses. This role will report to the Head of Registered Fund Solutions Sales.

Requirements

10+ years alternatives, mutual fund or SMA sales experience within the wealth channel
Proven track record of success with demonstrated results in a financial sales role
Able to demonstrate industry and alternative investment product knowledge
Knowledge of competitive landscape, client drivers and other key marketplace factors
Exceptional communication, organizational, and interpersonal skills
Self‑starter with strong initiative who thrives in a fast‑paced environment
Series 7 and 63 licenses are required
Must obtain CAIA within 2-3 years of hire
Willing to travel up to 75% as needed

Responsibilities

Execute a territory strategy that includes firm and branch rotations, business plans for priority firms, proactive call cycles, face‑to‑face meetings, and a consultative, value‑added approach.
Collaborate with the broader distribution organization to drive increased sales and enhanced client service.
Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns.
Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs.
Use CRM tools to track activities, analyze data, and formulate engagement strategies.
Travel regularly in the market to attend industry conferences and meet with key clients and prospects.

Benefits

The base salary range for this role is $150,000 to $175,000.
iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance 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).

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