About this role
National Accounts - Vice President at iCapital. Location: Greenwich, Connecticut, United States. Role: managing accounts, developing plans, driving sales Requirements: 10+ years placing complex products with RIAs/independent firms, bachelor’s degree required, Series 7 and 63 required, experience with RIA ecosystems, consultative sales, CRM documentation, and willingness to travel up to 50%. Category: Sales Seniority: Senior Level Tools: Salesforce Commitment: Full Time Workplace: Hybrid Languages: English