Candice - iCapital test 7/18 Offices

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.

The Midwest Regional Director will lead a sales team, drive market coverage, enhance client engagement, and optimize sales strategies in the alternative investment sector.

The role involves acquiring and expanding client relationships for alternative investments on the West Coast. Responsibilities include client model evolution, sales proficiency development, stakeholder collaboration, and frequent travel for meetings with advisors and clients.