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 $179 billion in global client assets invested in 1,445 funds, as of January 2024.

iCapital has been named to the Forbes Fintech 50 for seven 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 seeking a highly motivated, outgoing, & experienced business development professional to join the team developing iCapitals enterprise presence in the US independent wealth channel. This team develops & manages relationships with iCapitals largest clients in Private Banks & Wirehouses. This role will be instrumental in growing & expanding the companys presence & client base. This individual will  drive new business initiatives & lead the development of our GTM strategy. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis & strategy, engaging with potential clients through various channels, negotiating contracts, & leading implementation efforts.

Responsibilities

• Drive enterprise adoption of our technology platform & infrastructure.
• Promote a consultative approach to deepen & expand current relationships & source new relationships across the iCapital platform of offerings.
• Centralize client coverage efforts & ensure team alignment to support client needs.
• Educate clients on the depth of the technologys capabilities & drive new mandates & business activities.
• Create & deliver executive presentations & report on key initiatives & business activity.
• Communicate feedback from clients & prospects to the organization to improve delivery of solutions & improve the overall client experience.
• Lead platform & system demonstrations for new prospects, lead responses to RFPs, & work collaboratively with internal & external cross-functional teams on client launches & strategic initiatives.
• Collaborate with other relationship managers & senior executives across the company to drive tactical & strategic initiatives regarding sales strategy & business development, CRM technology, & marketing.

Qualifications

• 10+ years of experience in a business development/relationship management related role
• 10+ years of experience working within financial services or financial technology industry
• Demonstrated ability to deliver a complex & varied product set and/or a technology product offering to Enterprise clients
• Robust knowledge & experience with Alternative Investments
• Strong track record of building & maintaining client relationships with key decision makers
• Experience working in a dynamic & fast-paced entrepreneurial environment
• Demonstrated ability in organizing client coverage across product lines & client channels, achieving depth of penetration & consolidated support models
• Excellent verbal & written communication skills
• Strategic mindset & ability to work independently
• Demonstrated client service skills with key stakeholders & clients
• Series 7 & 63 licenses are preferred

Benefits

The base salary range for this role is $165,000 to $235,000.  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.