iCapital · 2 days ago
Midwest Regional Director - Senior Vice President / Managing Director
United States
Full-time
Remote
Senior Level, Lead/Staff
$175K/yr - $225K/yr
10+ years expiCapital is seeking a regional Senior Vice President or Managing Director level senior sales leader for the Midwest Region. This role involves leading sales coverage in multiple states and is part of the Alternatives Distribution Sales Leadership team, focusing on alternative investment product sales and financial advisor education.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Drive market coverage and oversee a team of two to three Alternative Investment sales professionals
Optimize the existing team’s client coverage model (e.g. segmentation, sales rotation, asset and wealth manager partnerships) to maximize the market opportunity
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 with a curated and diligenced menu of 60+ offerings across private credit, private equity, real estate, and hedge funds
Champion local markets launch plans for new funds on the platform
In-market travel to regularly meet with advisors, centers of influence, and clients
Qualification
Required
10+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
Expertise in RIA, Independent BD or Bank distribution segments
Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process
Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
Series 7 and 63 licenses are required
Preferred
Series 24 license is preferred or must obtain within 90 days of start date
CAIA certified or obtain within three years of hire
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder & Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase