iCapital Network
Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President
$150K–$175K
Remote - United States · Remote · Director · Full-time · Posted May 1, 2026
- Experience
- 8+ years in a client-facing capacity in the alternative investment industry.
About the job
Leads alternative investment sales and financial advisor education across Texas and Oklahoma, building adoption and supporting clients on iCapital’s platform.
What you'll do
- Execute consultative sales to grow alternative investment adoption and provide service to platform asset holders.
- Meet with advisors, GP partners, and COIs to build relationships and understand market trends and opportunities.
- Support advisors in improving portfolios, client conversations, and businesses.
What they ask for
- 8+ years of client-facing experience in the alternative investment industry.
- Expertise in RIA, Independent BD, or Bank distribution segments.
- Demonstrated success building a region, using data and CRM, and implementing a defined sales process.
- Series 7 and 63 licenses required.
Nice to have
- CAIA certification, or obtain it within three years of hire.
Pay
$150,000 to $175,000 USD base salary
Tools
CRM
Model-written summary · the original posting is authoritative