Full-Time

Business Development – Senior Vice President

Broker Dealer Channel

Confirmed live in the last 24 hours

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Fintech
Financial Services

Compensation Overview

$200k - $250kAnnually

+ Annual Performance Bonus + Equity

Expert

New York, NY, USA

Employees must work in-office Monday-Thursday, with remote flexibility on Friday.

Category
Business Development
Business & Strategy
Requirements
  • 12+ years of experience in a business development/relationship management capacity within the Broker Dealer channel
  • 12+ years of experience working within financial services or the financial technology industry
  • Able to deliver a complex and varied product set and/or a technology product offering to Enterprise clients
  • Strong experience with alternative investments, structured investments, and/or annuities
  • 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 able to work independently
  • Demonstrated client service skills with key stakeholders and clients
  • Series 7 and 63 licenses are preferred
Responsibilities
  • Identify and drive new enterprise opportunities with both new clients and prospects, and within our existing client base. This responsibility involves close alignment, and partnership, with our Client Management team and other specialists within our organization.
  • Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition.
  • Educate clients on the depth of iCapital’s technology capabilities.
  • Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
  • Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
  • Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.

iCapital Network connects financial advisors with high net worth investors to provide access to alternative investment opportunities, such as private equity, hedge funds, and real estate. Their platform simplifies the investment process, making it easier for affluent clients to diversify their portfolios beyond traditional stocks and bonds. iCapital offers a comprehensive solution that includes access to curated investment options, educational resources, and support services. They charge fees based on the assets managed or invested through their platform. What sets iCapital apart from competitors is their focus on delivering a seamless user experience and a strong emphasis on educating clients about the risks and benefits of alternative investments. The company's goal is to make alternative investments more accessible and efficient for financial advisors and their clients.

Company Stage

Late Stage VC

Total Funding

$662M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

12%

1 year growth

40%

2 year growth

65%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital platforms boosts iCapital's fintech innovation.
  • Partnerships with firms like Ardian expand iCapital's global investment offerings.
  • The rise of HNWIs increases the market for iCapital's alternative investments.

What critics are saying

  • Intensifying regulatory scrutiny may increase compliance costs for iCapital.
  • Competition from other fintech platforms could erode iCapital's market share.
  • Economic instability in Latin America may challenge the Unicorn Strategic Partners partnership.

What makes iCapital Network unique

  • iCapital offers a curated menu of private equity, credit, and hedge funds.
  • The platform simplifies alternative investments with lower minimums and digital workflows.
  • iCapital provides extensive educational resources and robust portfolio management tools.

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Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave