Product 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.

In Short

• Leverage a consultative sales process to acquire new relationships and expand existing client relationships.
• Develop sales proficiency with iDirect offerings in private equity, private credit, and hedge funds.
• Travel in the market to meet with advisors, clients, and centers of influence.
• Assist in the planning and execution of roadshows and conferences.
• Work alongside the sales team on client pitches and sales campaigns.
• Leverage technology input and reporting tools (e.g., Salesforce, Tableau).

Requirements

• 5-10+ years of experience in the alternative investment industry.
• Ability to work in a fast-paced entrepreneurial environment.
• Exceptional organizational and interpersonal skills.
• Excellent communication skills.
• Self-starter with initiative.
• Commitment to continuous professional development.
• Excellent client service aptitude.
• Strong knowledge of Microsoft Suite and Salesforce.
• Series 7 and 63 license required.
• Obtain 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.
• 100% employer paid dental and vision.
• Parental leave and unlimited paid time off (PTO).