Regional Director Structured Investments Distribution, iCapital
Vice President
$80-100k
+ Commission, equity and annual bonus
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
$80-100k
+ Commission, equity and annual bonus
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- We are looking for someone who is both strategic and hands on, and able to manage multiple clients while developing new relationships
- 7+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)
- Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
- Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings
- Series 7 and& 63 licenses are required
- Experience covering large wealth management platforms such as Wells Fargo Advisors is preferred
What the job involves
- ICapital is looking to hire a Vice President to join the Distribution team (Western U.S. Region)
- This high-performing leader will oversee all aspects of wholesaling investment products to registered representatives
- Reporting into the Senior Vice President or Managing Director, this role will work amongst a talented team of professionals who are making an impact at iCapital
- Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients
- Educate advisors on the merits of structured investments as part of client portfolios
- Continue to self-educate and be able to discuss our 200+ monthly offerings
- Work in close partnership with home offices and issuer partners on new offerings
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors
- Onboard new clients to iCapital’s best-in-class network to support business growth
- Travel regularly in market to meet with advisors and clients to support new and existing business
- Utilize contact management system to capture information and schedule follow up activities
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2025, the company services nearly $500 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record, impressive funding and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Insights
42% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jul 2025
$820m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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