Alternative Distribution Relationship Manager, Northern Texas and Oklahoma - Vic
WFA Digital Insight
The demand for alternative investment specialists has skyrocketed in recent years, with a 25% increase in job postings in 2025 alone. As the digital landscape continues to evolve, companies like iCapital are seeking talent with a unique blend of sales, financial, and technical expertise. With the rise of remote work, professionals can now tap into lucrative opportunities like this Alternative Distribution Relationship Manager role, which offers a chance to work with a leading financial institution and build a career in a high-growth industry. Before applying, candidates should be aware of the importance of staying up-to-date with industry trends and developments, as well as the need for strong communication and relationship-building skills.
Job Description
About the Role
The Alternative Distribution Relationship Manager role at iCapital is a senior position that entails leading sales coverage in Northern Texas and Oklahoma. As a key member of the Alternatives Distribution Sales team, this individual will be responsible for driving the adoption of alternative investments among existing and new users. The role is based in the Dallas/Fort Worth area and will report to the Regional Director.The Alternatives Distribution Sales team is focused on promoting alternative investment products to registered investment advisors, regional and independent broker-dealers, and bank trust clientele. This team plays a critical role in helping financial advisors build better portfolios, have more informed conversations with their clients, and grow their businesses.
As a senior member of the team, the Alternative Distribution Relationship Manager will be expected to develop and execute a consultative sales process that meets the unique needs of each client. This will involve working closely with advisors, general partners, and other key stakeholders to build trust and stay ahead of market trends and opportunities.
What You Will Do
- Execute a consultative sales process to increase adoption of alternative investments among existing and new users
- Develop sales proficiency across private credit, private equity, real estate, and hedge funds
- Build strong relationships with advisors, general partners, and other key stakeholders through regular in-market meetings
- Stay up-to-date with industry trends and developments, and apply this knowledge to inform sales strategies
- Collaborate with internal teams, including marketing and product specialists, to stay informed about new products and initiatives
- Provide world-class service to existing platform asset holders, and identify opportunities to upsell and cross-sell alternative investment products
- Use data and CRM to inform sales decisions and track progress against goals
- Develop and maintain a deep understanding of the alternative investment landscape, including market trends, competitor activity, and regulatory developments
- Identify and pursue new business opportunities, and work with the sales team to develop and execute a strategy to win new clients
What We Are Looking For
- 8+ years of experience in the alternative investment industry in a client-facing capacity
- Self-motivated, client-first mindset, with a strong 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 implementing a well-defined sales process
- Series 7 and 63 licenses are required
- CAIA certification is preferred, or the ability to obtain within three years of hire
- Strong communication and relationship-building skills, with the ability to build trust with advisors, general partners, and other key stakeholders
- Ability to sell and provide post-sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings
Nice to Have
- Experience working with alternative investment products, including private credit, private equity, and hedge funds
- Strong understanding of the alternative investment landscape, including market trends, competitor activity, and regulatory developments
- Experience using CRM systems, such as Salesforce, to track sales activity and progress against goals
Benefits and Perks
- Competitive base salary range
- Commission-based bonus structure
- Equity participation for all full-time employees
- Comprehensive benefits package, including employer-matched retirement plan, generously subsidized healthcare, and 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling
- Unlimited paid time off (PTO) and parental leave
- Flexible remote work arrangement, with the option to work from home or in a shared office space
- Opportunities for professional development and growth, including training and education programs
- Access to a network of experienced professionals in the alternative investment industry
How to Stand Out
- Develop a deep understanding of the alternative investment landscape, including market trends, competitor activity, and regulatory developments.
- Build a strong network of contacts in the industry, including advisors, general partners, and other key stakeholders.
- Create a tailored sales strategy that meets the unique needs of each client, and be prepared to articulate this strategy in a clear and concise manner.
- Stay up-to-date with industry trends and developments, and be prepared to apply this knowledge to inform sales strategies.
- Use data and CRM to inform sales decisions, and track progress against goals.
- Be prepared to provide world-class service to existing platform asset holders, and identify opportunities to upsell and cross-sell alternative investment products.
- Consider obtaining a CAIA certification to demonstrate expertise and commitment to the alternative investment industry.
This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.