Southeast, Regional Director - Senior Vice President / Managing Director
iCapital
- Miami, FL
- Permanent
- Full-time
- Coach and oversee a team of three alternative investment sales professionals.
- Evolve the client coverage model in partnership with the existing team (e.g. segmentation, sales rotation, asset manager partnerships).
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management.
- Develop sales proficiency with the 40+ offering menu of private credit, private equity, real estate, and hedge funds.
- Lead new manager launch process in market for the Southwest.
- Travel in the market as required to meet with advisors, clients, and centers of influence in support of sales effort.
- 15+ years of experience working within the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous process
- Able to sell and provide support for a diverse platform of hedge fund, private equity, private credit, and real estate offerings
- Series 7 and 63 licenses are required (must obtain within 60 days of start)
- Must obtain CAIA within 2-3 years of hire