Product Specialist - Remote

Overview

iCapital is looking to hire a Product Specialist to support the iDirect funds series in the Midwest and South-Central markets, responsible for product sales and advisor education for registered investment advisors.

In Short

• Leverage a consultative sales process to acquire and expand client relationships.
• Develop sales proficiency with iDirect offerings in private equity, private credit, and hedge funds.
• Travel to meet with advisors and clients.
• Assist in planning and executing roadshows and conferences.
• Work with the sales team on client pitches and sales campaigns.
• Utilize technology input and reporting tools like Salesforce and Tableau.

Requirements

• 5-10+ years in the alternative investment industry in a client-facing role.
• Ability to work in a fast-paced environment and follow a rigorous sales process.
• Exceptional organizational and interpersonal skills.
• Excellent communication skills.
• Self-starter with initiative and quick learning ability.
• Strong commitment to professional development.
• Excellent client service aptitude.
• Strong knowledge of Microsoft Suite and Salesforce.
• Series 7 and 63 license required.
• CAIA within 2-3 years of hire.

Benefits

• Base salary range of $150,000 to $175,000.
• Compensation package includes salary, equity, and commission-based bonus.
• Comprehensive benefits package including retirement plan and subsidized healthcare.
• Unlimited paid time off (PTO).
• Employer paid dental, vision, telemedicine, and mental health counseling.
• Parental leave.