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 a Vice President or Senior Vice President to join the iCapital Solutions Broker Dealer business development team. The iCapital Solutions Broker Dealer team develops & manages relationships with iCapitals largest broker dealers. This individual will prospect new clients within the Wealth Management industry, maintain ongoing relationships with current clients, & provide support to the internal iCapital Solutions team members. This is a technical role focused on the delivery & ongoing support of iCapitals full suite of technology solutions to the independent wealth channel. This role will refine our marketplace positioning & go-to-market strategy across our business lines.

Responsibilities

• Develop new & existing relationships with broker dealers & support other relationship managers.
• Play a key role as the relationship manager for several strategic wealth management clients.
• Lead platform & system demonstrations for new prospects, lead responses to RFPs, & work collaboratively with internal & external cross-functional teams on fund launches, closes, & strategic initiatives
• Collaborate with other relationship managers, sales teams, & senior executives across the company to drive tactical & strategic initiatives regarding sales strategy & business development, CRM technology, & marketing.
• Manage & lead internal projects & develop frameworks & processes for ongoing team management.
• Develop presentations with significant data & analysis for internal meetings & projects.

Qualifications

• 10+ years of experience in a business development/relationship management capacity
• In depth knowledge of alternatives and/or structured investments required, experience in wealth management is a plus
• Direct experience working for or with wealth management firms
• Excellent verbal & written communication skills
• Strategic mindset & ability to work independently
• Demonstrated client service skills with 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.