Alternative Investment, Product Specialist (West Coast Region) - Vice President / Senior Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).  

About the Role

Capital’s US Alternative Investment Distribution team is looking to hire an 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 would 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.  

Responsibilities

• Execute a comprehensive capital raising plan for covered geography, channels, firms, and advisors. 
• Work with adjacent iCapital businesses and asset manager partners to educate advisors on related asset classes and new offering(s) through centralized and local tactics.    
• Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns.    
• Become proficient in all aspects of the product(s) and sub strategies to fill the role of wholesaler and product specialists as required.  
• Travel regularly in the market to attend industry conferences and meet with key clients and prospects.  

Qualifications

• 10-15+ years of experience working within the alternative investment industry in a client facing capacity (e.g., Investor relations at placement agent, private equity capital raising, external wholesaler, client portfolio manager, product specialist)  
• Willing to work on a commissioned-based sales plan after a ramp-up period  
• Exceptional communication, organizational and interpersonal skills 
• Self-starter who takes initiative and learns quickly in a fast-paced environment 
• Strong commitment to continuous professional development and improvement of the team 
• Series 7 and 63 licenses are required 
• Obtain CAIA within 2-3 years of hire 

Benefits

The base salary range for this role is $125,000 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).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.