Alternative Investment Product Specialist, TPM - Vice President
iCapital(20 days ago)
About this role
iCapital’s Portfolio Management team is seeking a Vice President Alternative Investment Specialist to enhance capital-raising efforts for accredited investor-focused offerings in collaboration with leading alternative asset managers. This role involves strategic engagement with independent broker dealers, registered investment advisors, and private banks to drive sales and client relationships, reporting directly to the Head of Registered Fund Solutions Sales.
Required Skills
- Capital Raising
- Sales Strategy
- Client Engagement
- Investment Knowledge
Qualifications
- CAIA within 2-3 years of hire
- Series 7
- Series 63
About iCapital
icapital.comiCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.
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