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About the Role
The Vice President, Enterprise RIA Structured Investments will drive platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms, serving as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers to scale structured investment capabilities.
Responsibilities
- Partner with RIA home offices, CIOs, investment committees, and platform decision-makers to support structured investment adoption and growth.
- Develop and execute firm-level adoption strategies across large advisor networks and enterprise platforms.
- Act as the primary liaison between enterprise RIA clients and internal teams to ensure a seamless client experience and platform effectiveness.
- Coordinate structured investment platform initiatives, integrations, and rollout strategies across enterprise clients and internal stakeholders.
- Partner closely with the Sales, Product, Technology, and National Accounts teams to align platform capabilities with client needs and business objectives.
- Drive utilization of structured investment technology tools and resources across regional coverage teams.
- Identify and prioritize platform enhancements, workflow improvements, and technology-driven solutions to improve advisor engagement.
- Support enterprise presentations, RFPs, platform reviews, and strategic client meetings.
- Collaborate with Enterprise RIA coverage teams to deepen existing relationships and identify opportunities for expanded platform integration.
- Serve as a central coordination point across internal and external stakeholders, ensuring consistency in messaging, execution, and client engagement.
- Position structured investments within iCapital's broader platform offering and support overall enterprise growth initiatives.
Requirements
- 7+ years of experience in structured investments, wealth management distribution, enterprise platforms, national accounts, or related financial services roles
- Strong knowledge of structured investment products and capital markets
- Experience working with RIA home offices, enterprise wealth platforms, and institutional clients
- Demonstrated ability to manage cross-functional initiatives and collaborate across Sales, Product, Technology, and Operations teams
- Strong presentation, communication, and relationship management skills
- Experience supporting enterprise platform solutions, technology integrations, or white-label offerings
- Strategic mindset with the ability to influence stakeholders across large organizations
- Existing relationships within the Enterprise RIA and National Accounts channels are highly desirable.
- Series 7 and 63 or 66 licenses are required
- Willingness to travel for client meetings, industry events, and internal coordination
Skills
- Structured investments
- Wealth management distribution
- Enterprise platforms
- National accounts
- Financial services
- Capital markets
- RIA home offices
- Enterprise wealth platforms
- Institutional clients
- Cross-functional initiative management
- Sales
- Product
- Technology
- Operations
- Presentation skills
- Communication skills
- Relationship management
- Enterprise platform solutions
- Technology integrations
- White-label offerings
- Strategic thinking
- Stakeholder influence
- Enterprise RIA channels
- National Accounts channels
Work Type
- Hybrid
Experience Level
- 7+ years
Salary/Compensations
- $80,000 to $100,000
Benefits
- Commission eligibility
- Equity for all full-time employees
- 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.