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About the Role

iCapital is seeking a Vice President for the iCapital Wealth Solutions team to manage and grow existing enterprise Registered Investment Advisor (RIA) relationships. This senior-level role focuses on delivering iCapital's solutions across asset classes, understanding client needs, and collaborating to provide best-in-class service and execution. The position also involves identifying new expansion opportunities within the existing client base.

Responsibilities

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.
Serve 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 high-level delivery and execution.
Collaborate with other Client Management associates 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.

Skills

Technical relationship management
Alternatives
Structured investments
Wealth management
SAAS offerings
Wealth tech platforms
Organizational skills
Attention to detail
Verbal communication
Written communication
Client service
Strategic thinking
Independent work
Series 7
Series 63

Location

New York, NY

Work Type

Hybrid
Full-time

Experience Level

Vice President
10+ years

Salary/Compensations

$160,000 to $200,000

Benefits

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 leading financial technology company.
Visit https://www.icapitalnetwork.com/about-us for additional information.
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.