Responsibilities
- 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.
Requirements
- 4-7+ 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
Nice to Have
- Experience covering large wealth management platforms such as Wells Fargo Advisors
Benefits
- salary
- equity for all full-time employees
- employer matched retirement plan
- generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
- parental leave
- unlimited paid time off (PTO)
Work Arrangement
Hybrid
Team
Structure: team of professionals
Additional Information
- Travel regularly in market to meet with advisors and clients to support new and existing business.
