Develop and strengthen existing relationships with RIA clients.
Drive enterprise adoption of our technology platform and infrastructure.
Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
Play a key role as the primary touchpoint for several strategic RIA clients.
Co-own identifying new revenue streams within existing clients alongside the Business Development team.
Drive day-to-day engagement with RIA clients to ensure we are delivering and executing at the highest level for them
Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification
Requirements
10+ years of experience in a technical relationship management capacity
Extensive knowledge of alternatives and/or structured investments is highly preferred
Direct experience working for or with wealth management firms is highly preferred
Experience with SAAS offerings and wealth tech platforms is preferred
Excellent organizational skills and attention to detail
Excellent verbal and written communication skills
Able to meet deadlines and work effectively under pressure
Passion for client service and exceeding client expectations
Strategic mindset and able to work independently
Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
Series 7 and 63 licenses is preferred
Benefits
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/
Additional Information
iCapital is looking to hire a Vice President to join the iCapital Wealth Solutions team, focused on our existing enterprise Registered Investment Advisor (RIA) relationships. This position will play a central role in managing relationships within existing enterprise clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients' needs and collaborate with other departments to deliver best in class solutions and the highest quality client service and execution. This role will also partner with the Business Development team to uncover new expansion opportunities within this set of existing clients. This is a senior-level technical role focused on the delivery and ongoing support of iCapital's full suite of solutions, ranging from alternatives to structured investments, to the RIA channel.
Icapital · New York, NY