About the role

Aplyr's Quick Take

This role is for an Associate Internal Alternative Investment Specialist, focused on raising capital for alternative investment offerings. You'll be making sales calls, collaborating with sales teams, and resolving client inquiries, all while deepening your knowledge of alternative investments. It's primarily an individual contributor role with a sales emphasis.

Good fit

Ideal candidates have 2-5 years of client-facing experience in financial services, particularly with alternative investments. A self-starter who thrives in a fast-paced environment and possesses strong communication skills will do well here.

Worth noting

The position requires Series 7 and 63 licenses, and you'll need to obtain a CAIA within a couple of years. The salary range is competitive, and the company offers equity and performance bonuses, which is a plus.

About the Role

iCapital’s Portfolio Management team is looking to hire an Associate Internal Alternative Investment Specialist to support a new series of accredited investor-focused offerings created in partnership with some of the world’s leading alternative assets managers. This individual will be part of a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses. This role will report to the Head of Registered Fund Solutions Sales.

Responsibilities

Make daily sales calls to strengthen relationships and proactively uncover new opportunities.
Partner with field sales specialists to execute territory strategies and drive sales growth.
Deliver high‑quality support by resolving inquiries and account issues in partnership with the Investor Relations team.
Develop a deep understanding of key alternative investment platforms and product availability.
Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs.
Use CRM tools to track activities, analyze data, and formulate engagement strategies.
Travel to attend industry events and meet with key clients and prospects as required.

Qualifications

2-5+ years of client‑facing experience in the financial services industry
Knowledge of capital markets and alternative investments
Exceptional communication, organizational, and interpersonal skills
Self‑starter with strong initiative who thrives in a fast‑paced environment
Demonstrated commitment to continuous professional development and team improvement
Series 7 and 63 licenses are required
Must obtain CAIA within 2-3 years of hire

Benefits

The base salary range for this role is $90,000 to $115,000. 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 https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

Skills & Tags

go ai data product sales

Aplyr's read

iCapital revolutionizes access to alternative investments, attracting professionals skilled in financial technology and relationship management.
Synthesized from recent postings & public sources

What's promising

•iCapital's platform simplifies access to complex alternative investments for wealth managers.
•The company is expanding rapidly, hiring for multiple senior roles across various departments.
•iCapital's focus on fintech innovation positions it well in the evolving financial services landscape.

What to watch

•The niche focus on alternative investments may limit broader market appeal.
•High reliance on senior roles suggests potential challenges in junior talent development.
•Rapid expansion could strain resources and affect operational efficiency.

Why iCapital

•iCapital offers a specialized platform that democratizes alternative investment access.
•The company's strong emphasis on fintech solutions differentiates it from traditional financial service firms.
•iCapital's targeted regional relationship management strategy enhances client engagement.

Aplyr’s read is generated by AI from public sources. Was it useful?