Wirehouse and Broker Dealer, Enterprise Wealth Client Management - Vice President

Job Description

iCapital is seeking a Vice President to join its Solutions team, focusing on wirehouses and broker dealers. This role is pivotal in maintaining and developing client relationships and identifying growth opportunities within the wealth management sector. The Vice President will refine the company's marketplace positioning and go-to-market strategy across business lines. They will also manage internal projects and develop frameworks for team management.Role involves:

• Developing relationships with wealth managers.
• Serving as a relationship manager for strategic wealth management clients.
• Collaborating with internal and external teams on fund launches.
• Driving tactical and strategic initiatives related to sales, CRM, and marketing.
• Developing presentations with data analysis for internal projects.

Requirements:

• 10+ years of experience in business development or relationship management.
• Extensive knowledge of alternative investments.
• Experience working with wealth management firms.
• Experience with SAAS offerings and wealth technology platforms.
• Excellent communication skills.
• Strong knowledge of Microsoft Office.
• Series 7 and 63 licenses are preferred.

iCapital offers:

• Equity for all full-time employees.
• Annual performance bonus.
• Employer-matched retirement plan.
• Subsidized healthcare (dental, vision, telemedicine, mental health).
• Parental leave.
• Unlimited paid time off (PTO).

This role requires working in the office Monday-Thursday, with remote work flexibility on Fridays.