Vice President/Senior Vice President of Platform Sales - 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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.

In Short

• Drive revenue growth by expanding the use of iCapital’s investment technology solutions.
• Responsible for sourcing and acquiring new clients in wealth management.
• Engage decision-makers and onboard new firms.
• Develop and execute a high-impact sales strategy.
• Represent iCapital at industry events and client meetings.
• Collaborate with internal teams to enhance sales materials.

Requirements

• 7+ years of experience in financial services, preferably in structured investments.
• Proven success in new client acquisition or financial sales.
• Strong understanding of alternative investments and technology-driven solutions.
• Experience selling SaaS solutions or financial technology products is a plus.
• Holds series 7 and 63 licenses.
• Bachelor's degree in finance, business, or a related field is required.

Benefits

• Base salary range of $185,000 to $250,000.
• Compensation package includes salary, equity, and an annual performance bonus.
• Comprehensive benefits package including employer matched retirement plan.
• Generously subsidized healthcare with 100% employer paid dental and vision.
• Parental leave and unlimited paid time off (PTO).