Alternative Investment Specialist - Remote

Overview

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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.

In Short

• Join iCapital’s US Alternative Investment Distribution team.
• Support capital raising for accredited investor focused offerings.
• Work with independent broker dealers and registered investment advisors.
• Execute a comprehensive capital raising plan.
• Educate advisors on asset classes and new offerings.
• Guide marketing and research teams in creating collateral.
• Become proficient in product aspects and strategies.
• Travel to attend industry conferences and meet clients.
• 10-15+ years of experience in alternative investments required.
• Willingness to work on a commissioned-based sales plan.

Requirements

• 10-15+ years of experience in a client-facing role.
• Exceptional communication and organizational skills.
• Self-starter with initiative in a fast-paced environment.
• Strong commitment to professional development.
• Series 7 and 63 licenses required.
• CAIA certification within 2-3 years of hire.

Benefits

• Base salary range of $125,000 to $175,000.
• Compensation package includes salary and equity.
• Annual performance bonus.
• Employer matched retirement plan.
• Generously subsidized healthcare.
• Unlimited paid time off (PTO).
• Flexibility to work remotely on Fridays.