iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. iCapital services approximately $176 billion in global client assets invested in 1,433 funds, as of December 2023. 

 iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); & a three-time winner of MMI/Barrons Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire an Assistant Vice President or Vice President to join the Enterprise Solutions team, specifically focused on platform partnerships. This position will play a key role in assisting with the management, development, & maintenance of our current third-party partnerships, and workingwork closely with senior members of the Platform Partnerships team to uncover new growth opportunities & prospect new relationships within the Wealth Management industry. 

This is a critical, technical role focused on the delivery & ongoing support of iCapitals full suite of technology solutions, spanning alternatives & structured investments to the independent wealth channel & enterprise partners. This individual will be responsible for developing & executing our companys strategy in establishing strategic partnerships that extend access to & further embed iCapital as part of the Wealth Management ecosystem. 

Responsibilities 

• Assist in the development & execution of the companys overarching strategy aimed at supporting the Platform Partnerships business line. 
• Play a key role in management & maintenance for existing strategic clients including wealthtech platforms, custodians, & client reporting partners.  
• Lead platform & system demonstrations for new prospects, lead responses to RFPs, & work collaboratively with internal & external cross-functional teams on iCapitals suite of enterprise technology solutions. 
• Assist in outreach for new prospects, collaborating with senior members of the platform partnerships team on business development strategy. 
• Collaborate with other relationship managers, sales teams, implementation specialist,s & other colleagues across the company to drive tactical & strategic initiatives & partnership implementations. 
• Take ownership of projects & provide strong analytical support to teammates. 
• Develop presentations with significant internal & competitive analysis for internal meetings & projects. 
• Work with internal technical partners to create a product offering that meets the needs of our clients.
• Drive process improvement, in part by organizing ongoing partner & prospect requests as well as leveraging available technology. 

Qualifications 

• 6+ years of experience in a business development or relationship management capacity, with a focus on digital partnershipswithin wealth technology, private markets, or enterprise technology sales 
• Direct experience working for or with wealth management, wealthtech or fintech firms is highlypreferred 
• Extensive knowledge of alternatives and/or structured investmentsis highly preferred 
• Experience with SAAS offerings & wealth tech platforms 
• Strong interpersonal & sales skills with direct experience in servicing clients 
• Strong analytical & problem-solving skills & a high level of attention to detail 
• Excellent verbal & written communication skills 
• Strategic mindset & ability to workindependently 
• Demonstrated ability to manage projects with little to nooversight 
• Series 7 & 63 licensesis preferred 
• Bachelor's degree in a technical or financial field preferred, MBA or Graduate Degree is aplus 

 Benefits 

The base salary range for this role is $100,000 to $170,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, & an annual performance 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO). 

We believe the best ideas & innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, & 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 & 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.