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 Relationship Management team developing iCapitals enterprise presence in the US wealth channel. This team develops & helps manage relationships with iCapitals largest clients, & prospects, within the RIA channel, & this role is instrumental in growing & expanding the companys presence & client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, this person would be expected to create compelling pitch decks, develop market analysis & strategy, help negotiate contracts, & help organize implementation efforts.

Responsibilities

• Identify & drive new enterprise opportunities with both new clients & prospects, & within our existing client base. This responsibility involves close alignment, & partnership, with our Client Management team & other specialists within our organization.
• Promote a consultative approach to identify & acquire new enterprise accounts who would use all, or parts, of iCapitals proposition.
• Educate clients on the depth of iCapitals technology capabilities.
• Provide detailed pipeline updates & reports to be shared with our Client Management teams & other interested internal stakeholders.
• 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.

Qualifications

• 10+ years of experience in a business development/relationship management capacity
• 10+ years of experience working within financial services or the financial technology industry
• Able to deliver a complex & varied product set and/or a technology product offering to Enterprise clients
• Strong experience with alternative investments, structured investments, and/or annuities
• 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 & able 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.