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About the Role

iCapital seeks a seasoned leader in relationship management and business development with deep alternative investment experience to expand its U.S. wealth management presence, particularly within Independent Broker Dealers. This role requires understanding private market investing to drive strategic partnerships, product adoption, and growth by engaging key stakeholders and shaping go-to-market strategies.

Responsibilities

Strengthen and expand relationships with independent broker dealers, focusing on firms actively engaged in, or seeking exposure to private equity, private credit, real assets, and hedge fund strategies.
Serve as a strategic advisor to senior stakeholders, helping them navigate alternative investments and integrate iCapital’s platform into their wealth offering.
Lead enterprise-level initiatives to promote adoption of iCapital’s technology and investment solutions, focusing on scalability, compliance, and operational efficiency.
Identify and execute growth opportunities, including new product introductions, platform enhancements, and cross-channel collaboration.
Partner with internal teams such as Sales, Investment Product, Technology, Legal, and Marketing to ensure alignment on client strategy and execution.
Develop and deliver high-impact presentations and analysis to support client engagement, internal planning, and strategic decision-making.
Collaborate with the Client Solutions team to define and track key performance indicators for client relationships and business initiatives.

Requirements

12+ years of experience in relationship management, enterprise sales, or business development within the alternative investment or fintech space.
Knowledge of private market strategies, fund structures, distribution models, and regulatory considerations.
Ability to manage complex relationships across wealth management firms, with a focus on enterprise-level engagement.
Experience working with or within Independent Broker Dealers, RIAs, or wirehouse platforms.
Proven track record of driving adoption of investment platforms or technology solutions with strategic thinking capabilities.
Excellent communication and presentation skills, with the ability to distill complex investment concepts into actionable insights.
Comfortable operating in a fast-paced, entrepreneurial environment with a high degree of autonomy.
Series 7 and 63 licenses are preferred.

Skills

Relationship Management
Business Development
Alternative Investments
Private Markets
Fintech
Enterprise Sales
Strategic Partnerships
Product Adoption
Go-to-Market Strategy
Stakeholder Engagement
Wealth Management
Independent Broker Dealers
Scalability
Compliance
Operational Efficiency
Cross-channel Collaboration
Client Solutions
Communication
Presentation Skills
Strategic Thinking

Location

U.S.

Work Type

Hybrid (Monday-Thursday in office, Friday remote)

Experience Level

Seasoned
12+ years

Salary/Compensations

$200,000 to $240,000

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

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.