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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 $117 billion in global client assets invested in 979 funds, as of February 2022.

iCapital was named Solutions Provider of the Year at the 2020 MMI/Barrons Industry Awards & selected to the 2018, 2019, 2020 & 2021 Forbes FinTech 50, a list of the top 50 innovative financial technology companies that are transforming finance through technology.

About the Role

iCapital is looking for a Relationship Manager Senior Vice President to join the Enterprise Solutions team. The Enterprise Solutions team develops & manages relationships with iCapitals largest clients, including banks, wire houses, & fund managers globally. This person will prospect new clients within the Asset Management & Wealth Management industry, maintain ongoing relationships with current clients, & provide support to the internal Enterprise Solutions team members.

 Responsibilities

  • Develop new & existing relationships with asset managers & support other relationship managers.
  • Play a key role as the relationship manager for several strategic asset & 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 & 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.
  • Work alongside the Client Solutions team to develop meaningful measurements of success.

Qualifications

  • 12+ years of experience in a business development/relationship management capacity
  • Experience with alternatives required, experience in wealth management a plus
  • Direct experience working with & supporting general partners
  • Excellent verbal & written communication skills
  • Strategic mindset & ability to work independently
  • Demonstrated client service skills with stakeholders & clients
  • Series 7 & 63 licenses preferred

Benefits

iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, annual performance bonus, & an employer matched retirement plan; generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, & virtual mental health counseling; unlimited paid time off (PTO) & parental leave. 

We offer most employees the flexibility to work in the office three to four days & remotely for the remainder of the week.  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

 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.

 
 
 
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