Business Development, Structured Investments - Vice President / Senior Vice President

iCapital is looking to hire Vice President or Senior Vice President to join the Enterprise Solutions Structured Investment team. The ideal candidate will prospect new clients within the Wealth Management industry, specifically targeting Registered Investment Advisors (RIAs), maintaining ongoing relationships with current clients, and provide support to the internal Enterprise Solutions team members. This is a technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to the independent wealth channel. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines.

Responsibilities

• Develop new and existing relationships with RIAs, aggregators, and independent wealth platforms.
• Play a key role as the relationship manager for several strategic RIA clients.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on iCapital’s suite of enterprise technology solutions.
• Collaborate with other Relationship Managers, Sales teams, and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development.
• Manage and lead internal projects and develop frameworks and processes for ongoing team management.
• Provide direction and guidance to junior members of the team.

Qualifications

• 10+ years of experience in a Business Development/Relationship Management capacity, with a focus on enterprise or technology sales
• Strong knowledge of Structured Investments
• Direct experience working for or with wealth management firms, specifically RIAs, is highly preferred
• Excellent verbal and written communication skills
• Strategic mindset and able to work independently
• Demonstrated ability to carry enterprise relationships with little to no oversight
• Series 7 and 63 licenses is preferred

Benefits

The base salary range for this role is $155,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and 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, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and 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/

 

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Last updated on Jan 31, 2024