Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
iCapital is seeking a motivated and experienced business development professional to expand its enterprise presence in the US independent wealth channel. This role will focus on developing and managing relationships with key clients, driving new business initiatives, and shaping the go-to-market strategy.
Responsibilities
- Drive enterprise adoption of the technology platform and infrastructure.
- Promote a consultative approach to deepen and expand current relationships and source new ones.
- Centralize client coverage efforts and ensure team alignment to support client needs.
- Educate clients on the technology's capabilities and drive new mandates and business activities.
- Create and deliver executive presentations and report on key initiatives and business activity.
- Communicate client and prospect feedback to the organization to improve solutions and client experience.
- Lead platform and system demonstrations for new prospects, respond to RFPs, and collaborate on client launches and strategic initiatives.
- Collaborate with other relationship managers and senior executives on sales strategy, business development, CRM technology, and marketing.
Requirements
- 15+ years of experience in a business development/relationship management capacity.
- 15+ years of experience working within the financial services or financial technology industry.
- Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to Enterprise clients.
- Strong experience with Alternative Investments and other complex products.
- Strong track record of building and maintaining client relationships with key decision makers.
- Experience working in a dynamic and fast-paced entrepreneurial environment.
- Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models.
- Excellent verbal and written communication skills.
- Strategic mindset and ability to work independently.
- Demonstrated client service skills with key stakeholders and clients.
Skills
- Alternative Investments
- Business Development
- Client Relationship Management
- Client Service
- Communication
- CRM Technology
- Go-to-Market Strategy
- Negotiation
- Prospecting
- Sales Strategy
- Strategic Planning
Location
- US
Work Type
- Hybrid
- Full-time
Experience Level
- 15+ years
Education Level
- Series 7 and 63 licenses preferred
Salary/Compensations
- $200,000 to $240,000
Benefits
- Salary
- Equity for all full-time employees
- Annual performance bonus
- Employer matched retirement plan
- Generously subsidized healthcare
- 100% employer paid dental
- 100% employer paid vision
- 100% employer paid telemedicine
- 100% employer paid virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
About the Company
- iCapital is a financial technology company focused on expanding its enterprise presence in the US independent wealth channel.
- 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/
Equal Opportunity
- 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.