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Healthtech • Mobile • Transportation
Lead sales of alternative investment products, educate clients, manage relationships, and achieve sales targets. Collaborate with asset managers and attend industry events.
Top Skills:
Alternative Investment SoftwareFinancial TechnologySalesforce CRM
Healthtech • Mobile • Transportation
iCapital is seeking an Associate sales leader for the West Coast market to work with RIAs, Broker Dealers, and Bank Trust clientele in six states. Responsibilities include client coverage model evolution, sales acquisition, and education on alternative investment products. Qualifications include 5+ years in the alternative investment industry, Bachelor's degree, and relevant licenses/designations.
Healthtech • Mobile • Transportation
Lead and manage large-scale implementation and enhancement projects, design and manage integrations between Coupa and NetSuite, coordinate with cross-functional teams, and identify process efficiencies for a financial technology platform.
Healthtech • Mobile • Transportation
iCapital is looking to hire a Vice President level sales leader for the Mid Atlantic market to evolve the client coverage model, acquire new relationships, expand existing client relationships, and educate advisors on alternative investment strategies. The role requires 10+ years of experience in the alternative investment industry and a Bachelor's degree, with a preference for progress towards or completion of the CFA/CAIA designation or an MBA.
Healthtech • Mobile • Transportation
The Vice President for Northeast Market at iCapital will lead sales efforts for alternative investment products in the Northeast region, focusing on customer coverage, relationship building, and market education. The role involves acquiring new relationships, expanding existing ones, and meeting sales goals through a consultative approach. Travel is required to meet with advisors and clients. Requires 10+ years of alternative investment industry experience, a Bachelor's degree, and specific qualifications related to investment advisory. Base salary range is $125,000 to $175,000 with additional benefits and compensation package.
Reposted 2 Days AgoSaved
Healthtech • Mobile • Transportation
Hiring a Regional Senior Vice President or Managing Director for the Southeast market to lead alternative investment product sales and financial advisor education. Responsible for overseeing a team of sales professionals, developing sales proficiency with a variety of offerings, and leading the market launch process for new managers. Must have 15+ years of experience in the alternative investment industry and hold Series 7 and 63 licenses. CAIA certification required within 2-3 years of hire.
Healthtech • Mobile • Transportation
Seeking a Vice President for the Southwest market to lead sales efforts in alternative investments. Responsibilities include evolving client coverage, acquiring new relationships, and educating advisors on various investment products. Requires 10+ years of experience in the alternative investment industry and a Bachelor's degree. Salary range is $125,000 to $175,000 with additional benefits and commission-based bonus offered.
Healthtech • Mobile • Transportation
The role involves generating alternative investment sales, promoting offerings, collaborating with teams, and maintaining CRM records. Requires strong sales experience and 10+ years in the alternative investment industry.
Top Skills:
Crm Software
Healthtech • Mobile • Transportation
The Alternative Investment Specialist will drive sales of alternative investments, collaborate with advisors, and manage client relationships, focusing on sales and capital raising.
Top Skills:
Crm Software
Healthtech • Mobile • Transportation
Lead a team of sales professionals for alternative investments, expanding client relationships and overseeing sales strategies in the Midwest market.
Top Skills:
CaiaSeries 63Series 7
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