Tbwa Chiat/Day Inc
National Accounts, Alternative Investments Distribution - Assistant Vice Preside
Tbwa Chiat/Day Inc, Greenwich, Connecticut, us, 06831
National Accounts, Alternative Investments Distribution - Assistant Vice President
iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $191 billion in global client assets invested in 1,524 funds, as of May 2024.iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).About the Role
iCapital is looking for a highly motivated Assistant Vice President level sales professional to be part of our Alternatives Distribution National Accounts team. The chosen candidate will work with 10-15 strategically important RIA or independent broker dealer relationships to assist with iCapital’s alternative investment focused distribution efforts. The ideal candidate has a strong background in investment products and be able to work with clients on alternative investment product placements, firm level marketing initiatives and service level requests to drive sales. This position will report to the Head of Alternative Distribution AI National Accounts and work closely with our field-based regional sales teams.Responsibilities
Work with research, product, and platform leaders at key clients to introduce iCapital’s Marketplace and Curated Menu of investment offerings.Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience.Own product and platform rollouts coordinating across General Partners, key clients, and iCapital regional sales team members to maximize sales opportunity.Create and maintain active SWOT documentation for each key client and establish routines to support each relationship.Develop key client collateral independent of, or in partnership with iCapital’s Marketing team to support our field-based sales efforts.Document all client focused activities via CRM (Salesforce).Regular travel expected for key client support and prospecting activities.Qualifications
5+ years of experience placing complex products with RIAs and independent firmsWorking knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and research perspective; Intermediate knowledge of alternative investment products and asset classesAble to multi-task and maintain a positive attitude and high-performance level with demanding and time sensitive initiativesEffective verbal and written communication skillsSeries 7 and 63 licensesThe base salary range for this role is $110,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.Apply for this job
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Select...Are you subject to any form of Garden Leave or a Non-Compete? If yes please provide detail below. *What is your desired base salary? *What is your desired total compensation? *How did you hear about this job? *
Select...If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A". *Full Legal Name *Personal WebsiteLinkedIn ProfileVoluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.As set forth in iCapital’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Select...Voluntary Self-Identification of Disability
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iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $191 billion in global client assets invested in 1,524 funds, as of May 2024.iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).About the Role
iCapital is looking for a highly motivated Assistant Vice President level sales professional to be part of our Alternatives Distribution National Accounts team. The chosen candidate will work with 10-15 strategically important RIA or independent broker dealer relationships to assist with iCapital’s alternative investment focused distribution efforts. The ideal candidate has a strong background in investment products and be able to work with clients on alternative investment product placements, firm level marketing initiatives and service level requests to drive sales. This position will report to the Head of Alternative Distribution AI National Accounts and work closely with our field-based regional sales teams.Responsibilities
Work with research, product, and platform leaders at key clients to introduce iCapital’s Marketplace and Curated Menu of investment offerings.Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience.Own product and platform rollouts coordinating across General Partners, key clients, and iCapital regional sales team members to maximize sales opportunity.Create and maintain active SWOT documentation for each key client and establish routines to support each relationship.Develop key client collateral independent of, or in partnership with iCapital’s Marketing team to support our field-based sales efforts.Document all client focused activities via CRM (Salesforce).Regular travel expected for key client support and prospecting activities.Qualifications
5+ years of experience placing complex products with RIAs and independent firmsWorking knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and research perspective; Intermediate knowledge of alternative investment products and asset classesAble to multi-task and maintain a positive attitude and high-performance level with demanding and time sensitive initiativesEffective verbal and written communication skillsSeries 7 and 63 licensesThe base salary range for this role is $110,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.Apply for this job
*indicates a required fieldFirst Name *Last Name *Email *Phone *Resume/CV *Enter manuallyAccepted file types: pdf, doc, docx, txt, rtfEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfEducationSchool
Select...Are you legally eligible to work in the U.S.? *
Select...Will you now or in the future require sponsorship for employment visa status? *
Select...Are you subject to any form of Garden Leave or a Non-Compete? If yes please provide detail below. *What is your desired base salary? *What is your desired total compensation? *How did you hear about this job? *
Select...If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A". *Full Legal Name *Personal WebsiteLinkedIn ProfileVoluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.As set forth in iCapital’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.Select...Voluntary Self-Identification of Disability
Form CC-305Page 1 of 1OMB Control Number 1250-0005Expires 04/30/2026Voluntary Self-Identification of Disability
Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp .How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to:Alcohol or other substance use disorder (not currently using drugs illegally)Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDSBlind or low visionCancer (past or present)Cardiovascular or heart diseaseCeliac diseaseCerebral palsyDeaf or serious difficulty hearingDiabetesDisfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disordersEpilepsy or other seizure disorderGastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndromeIntellectual or developmental disabilityMental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSDMissing limbs or partially missing limbsMobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supportsNervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilitiesPartial or complete paralysis (any cause)Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysemaShort stature (dwarfism)Traumatic brain injury
Disability Status
Select...
PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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