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iCapital via Greenhouse

Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President

head $150k–175k/yr United States
still open verified 14h ago posted 137d ago checked just now
Apply at job-boards.greenhouse.io

This is the employer's own posting, not a copy on a job board.

What we know

Is it still open?

Confirmed still open

Last checked 14h ago — checked against the employer's own applicant tracking system, which is the company answering directly.

We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.

Check this listing's status as JSON

How old is it?

Posted 137d ago

The date the source published, not the day we noticed it (2026-05-01). Last seen at its source just now.

Is it remote?

Remote - United States

That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.

Who may apply?

United States

The description states no restriction of its own. This is the source's own tag.

Pay

$150k–175k/yr

Read out of the job description by us, not from a structured field. Shown in the posting's own currency and period; we never convert.

Skills named in the ad

CRMTelehealth

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Carried by 1 source

The listing

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Texas and Oklahoma based in Houston, Austin or 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 understand market trends and opportunities.

Qualifications

  • 8+ 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)
  • Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader 
  • 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
  • CAIA certified or obtain within three years of hire 

Benefits

The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

Employees in this role will work fully remote based in the Houston, Austin, or Dallas/Fort Worth area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Apply at job-boards.greenhouse.io