Description
iCapital is looking to hire an Internal Wholesale Associate to join the Alternative Distribution team.
You will work with new and existing advisors throughout the lifecycle of the alternative investment, partnering with External Wholesalers and owning advisor relationships, actively prospecting, educating, and closing new business while deepening engagement with existing clients.
Your responsibilities will include:
- Building pipeline and driving revenue by proactively prospecting and activating new financial advisors
- Leading go-to-market campaigns around new product launches, conferences, and thought leadership content
- Being a trusted alternatives expert, continuously deepening your knowledge of alternative investment products
- Driving CRM discipline by maintaining sharp Salesforce records and advisor profiles
- Managing and growing referral revenue by identifying and routing high-potential opportunities to the iCapital Structured Investments, Architect, and Client Solutions teams
- Acting as the main point of contact and problem solver for advisors regarding investment creation and servicing
To qualify, you will need:
- A Bachelor's degree in a related field
- 2+ years of outbound sales experience
- A background in investment or financial services, with familiarity with alternatives being a strong plus
- Strong command of Salesforce, PowerPoint, Excel, and Word, with Tableau or BI tools being a bonus
- Exceptional communication skills, sharp critical thinking, and the ability to juggle multiple priorities
- FINRA SIE, Series 7 and Series 63 licenses
- Chartered Alternative Investment Analyst (CAIA) certification preferred or attainment within 2 years of hiring date
The base salary range for this role is $95,000 to $105,000. 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).