Client Management - Vice President / Senior Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $166 billion in global client assets invested in 1,356 funds, as of August 2023.

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire a Vice President or Senior Vice President to join the iCapital Solutions team, focused on our existing enterprise wealth relationships. This position will play a central role in managing relationships within existing enterprise wealth 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 customized 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 wealth channel.    

Responsibilities

• Develop and strengthen existing relationships with Wealth Managers.
• 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 wealth management clients.
• Co-own identifying new revenue streams within existing clients alongside the Business Development team.
• Drive day-to-day engagement with enterprise wealth clients to ensure we are delivering and executing at the highest level for iCapital’s clients.
• Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.

Qualifications

• 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

The base salary range for this role is $160,000 to $225,000.  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. We offer most employees the flexibility to work in the office three or four days.  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/

 iCapital is proud to be an Equal Employment Opportunity and 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.