National Account Executive

About the RoleiCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapital’s alternative investment product placement and management along with focused distribution efforts, across strategically important RIA or independent broker dealer relationships. This will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams. The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm level marketing initiatives, and service level requests to drive sales.  This position will report to the Head of Alternatives Distribution National Accounts and will work closely with our field-based regional sales teams.              ResponsibilitiesLead research engagement for new and existing mandates to deliver industry leading due diligence experience toiCapitalwhite label research teams. Cultivate strong and trust-based relationships with Research teams at all levelsofleadership, analysts,and operational due diligence.Collaborate seamlessly withiCapitalresearch teams and GP partners to ensure continuous alignment on current views,pipeline, strategyplacementand industry trends. Become a trusted partner to key clients and work withiCapitalEnterprise level relationship managers to deliver a unified best-in-class clientandadvisor experience.    Own product andplatform rollouts coordinating across internal partners,generalpartners, key clients,andiCapitalregional sales team members to maximize salesopportunity.  Createandmaintainactive SWOT documentation for each key client and establish routines to support each relationship.Develop key client collateral,independent of or in partnership withiCapital’sMarketing team to support our field-based sales efforts.  Document allclient focusedactivities via CRM (Salesforce).  Build and strengthen relationships through contact frequency including comprehensive face-to-face, phone,andelectronic contact with key decision-makers and points of influence at firmstoincrease our influence at various firm levels.Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention. Participate in harmonizing strategyandtactics and distribution opportunities for initiatives for assigned firms.Qualifications10+ years of experience placing complex products with RIAs and Independent firms  Bachelor’s degreeisrequired Working knowledge of RIA and independent firm ecosystems from asales, custodial, product, and research perspective. Intermediate knowledge of alternative investment productsandasset classesAbleto influence and persuade others, bridge differences,and build consensus towards a common goal orobjectiveis criticalStrong leadership and communication skillswith theabilityto work collaboratively with key internal relationships and external partnersMarketing and analytical skillsarerequiredto implement research coverage and top-down strategic plan to execute overall business planStrong sales skills, with history in a consultative sales process Ableto multi-task andmaintaina positive attitude and high-performance level with demanding and time sensitive initiativesExcellent verbal and written communication and strong presentationskills Series 7and63licenses arerequired Willingnessto travel up to 50% of the timefor key client support and business development activitiesBenefitsThe base salary range for this role is $160,000 to $190,000. 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 Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: 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.