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Himalayas

Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - Vic

United StatesPosted 1 day agoVerified about 22 hours ago

About This Gig

About the Role iCapital is seeking a Senior Client Relationship Manager, Vice President. This individual is responsible for leading sales coverage in Northern Texas and Oklahoma based in Dallas/Fort Worth area. This role is part of iCapital ’s Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele. Responsibilities Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. Develop sales proficiency across private credit, private equity, real estate, and hedge funds. Help advisors build better portfolios, have better conversations, and build better businesses. Regular in-market meetings with advisors, GP partners, and COIs to build trust and better underst

Skills & Tags

Alternative Investments Sales Alternatives Distribution Financial Advisor Relations Institutional Sales Capital Raising Specialist

About the Seller

iCapital

on Himalayas

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