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 $166 billion in global client assets invested in 1,356 funds, as of August 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 a Senior Vice President or Vice President to join the iCapital Solutions team, focused on our existing enterprise wealth relationships. This position will play a central role in managing relationships within existing enterprise wealth clients, ensuring fulsome delivery & execution of our existing suite of offerings across all asset classes.  The team strives to understand their clients needs & collaborate with other departments to deliver customized solutions & the highest quality client service & execution. This role will also partner with the Business Development team to uncover new expansion opportunities within this set of existing clients. This is a senior-level technical role focused on the delivery & ongoing support of iCapitals full suite of solutions, ranging from alternatives to structured investments, to the wealth channel.  

Responsibilities

• Develop & strengthen existing relationships with Wealth Managers.
• Drive enterprise adoption of our technology platform & infrastructure.
• Promote a consultative approach to deepen & expand current relationships across the iCapital platform of offerings.
• Play a key role as the primary touchpoint for several strategic wealth management clients.
• Co-own identifying new revenue streams within existing clients alongside the Business Development team.
• Drive day-to-day engagement with enterprise wealth clients to ensure we are delivering & executing at the highest level for iCapitals clients.
• Collaborate with other Client Management associates across iCapital Solutions to drive tactical & strategic initiatives regarding existing client penetration & opportunity identification.

Qualifications

• 10+ years of experience in a technical relationship management capacity
• Extensive knowledge of alternatives and/or structured investments is highly preferred
• Direct experience working for or with wealth management firms is highly preferred
• Experience with SAAS offerings & wealth tech platforms is preferred
• Excellent organizational skills & attention to detail
• Excellent verbal & written communication skills
• Able to meet deadlines & work effectively under pressure
• Passion for client service & exceeding client expectations
• Strategic mindset & able to work independently
• Demonstrated client service skills & ability to carry enterprise relationships with little to no oversight
• Series 7 & 63 licenses is preferred

Benefits

The base salary range for this role is $160,000 to $225,000.  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.