iCapital · 3 days ago
Alternative Investment Product Specialist, TPM - Vice President
Greenwich, CT
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $175K/yr
10+ years expiCapital is seeking a Vice President Alternative Investment Specialist to join their Portfolio Management team, focusing on raising capital for new accredited investor offerings. The role involves executing territory strategies, collaborating with distribution teams, and engaging with clients and prospects in the alternative investment space.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Execute a territory strategy that includes firm and branch rotations, business plans for priority firms, proactive call cycles, face‑to‑face meetings, and a consultative, value‑added approach
Collaborate with the broader distribution organization to drive increased sales and enhanced client service
Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns
Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs
Use CRM tools to track activities, analyze data, and formulate engagement strategies
Travel regularly in the market to attend industry conferences and meet with key clients and prospects
Qualification
Required
10+ years alternatives, mutual fund or SMA sales experience within the wealth channel
Proven track record of success with demonstrated results in a financial sales role
Able to demonstrate industry and alternative investment product knowledge
Knowledge of competitive landscape, client drivers and other key marketplace factors
Exceptional communication, organizational, and interpersonal skills
Self‑starter with strong initiative who thrives in a fast‑paced environment
Series 7 and 63 licenses are required
Must obtain CAIA within 2-3 years of hire
Willing to travel up to 75% as needed
Benefits
Equity for all full-time employees
Annual performance bonus
Comprehensive benefits package
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 and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
Business Wire
2026-01-16
Business Wire
2026-01-15
2025-12-18
Company data provided by crunchbase