Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President
- Pay
- $150,000 – $175,000 per year
- Location
- Houston, TX (Remote)
- Job type
- Full-time
- Level
- Director
- Experience
- 8+ years
- Listed
- 31 days ago
Skills & highlights for this role
- Series 7
- Series 63
- CAIA
- alternative investments sales
- RIA and broker dealer distribution
- CRM
- client relationship management
Also useful
- private credit
- private equity
- hedge funds
- real estate
Stated benefits & perks
- Healthcare
- Dental
- Vision
- Parental leave
- Unlimited pto
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.
Equal opportunity and legal notices
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.
From iCapital's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
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Common questions
What is the salary for the Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President role at iCapital?
The Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President posting at iCapital states compensation of $150,000 – $175,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on iCapital's official career site.
Where is the Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President job at iCapital located?
Yes, this Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President opening at iCapital is listed as Houston, TX (Remote). Always check iCapital's application page for specific state eligibility or relocation policies.
What qualifications are required for Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President at iCapital?
For the Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President role, iCapital highlights 8+ years of relevant experience; experience with alternative investments sales, RIA and broker dealer distribution, CRM, client relationship management. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Alternative Distribution Relationship Manager, Texas and Oklahoma - Vice President position at iCapital?
This listing links directly to iCapital's Greenhouse application page. You can apply directly on iCapital's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.