Candice - iCapital test 7/18 Offices

Manage sales operations in Northern California and Northern Nevada, focusing on alternative investments, client education, and relationship building with financial advisors and partners.

The role involves leading alternative investment product sales in the Northern Texas and Oklahoma regions, focusing on advisor education and relationship management while executing consultative sales processes.

Responsible for leading sales coverage in the Pacific Northwest, focusing on alternative investment product sales and financial advisor education. Develop sales proficiency across multiple asset classes and enhance advisor relationships through consultative sales processes.