Full-Time

Enterprise Coverage and Business Development – Senior Vice President / Managing Director

Broker Dealer

iCapital Network

iCapital Network

1,001-5,000 employees

Fintech platform linking advisors to alternatives

Compensation Overview

$200k - $240k/yr

+ Bonus + Equity

New York, NY, USA

Hybrid

Hybrid schedule: on-site Monday–Thursday, remote on Friday.

Category
Business & Strategy (1)

Get referred to iCapital Network

See people who can refer or advise you

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
  • Able 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
  • Maintain a 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
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 the complexities of alternative investments and integrate iCapital’s platform into their broader wealth offering
  • Lead enterprise-level initiatives that promote the adoption of iCapital’s technology and investment solutions, with a focus 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 that support client engagement, internal planning, and strategic decision-making
  • Collaborate with the Client Solutions team to define and track key performance indicators that measure success across client relationships and business initiatives
Desired Qualifications
  • Series 7 and 63 licenses are preferred

iCapital Network connects financial advisors with high-net-worth investors to access a curated selection of alternative investments, including private equity, hedge funds, and real estate. Its platform streamlines how offerings are discovered, evaluated, and invested, providing access, education, and client support in one interface. The company earns fees from the services it provides, such as platform, management, and performance-based fees based on assets on the platform. Its goal is to simplify and scale access to alternatives for wealth managers and their clients, helping with diversification and potential higher returns through a centralized, advisor-focused experience.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$1.5B

Headquarters

New York City, New York

Founded

2013

Get referred to iCapital Network

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • July 11, 2025 $820 million funding from T. Rowe Price and SurgoCap funds expansion.
  • March-April 2026 Aladdin Wealth and Envestnet partnerships broaden advisor distribution immediately.
  • June-July 2026 APAC expansion and TD Canada launch increase international product reach.

What critics are saying

  • Parallel Markets, AltExchange, Passthrough, and Hexure strain integration through 2027.
  • Citi Wealth migration risks service failures and advisor churn during 2026-2027 cutover.
  • A major onboarding or compliance outage would stop subscriptions and break advisor trust.

What makes iCapital Network unique

  • June 22, 2026 UMB integration extends iCapital’s blockchain-enabled alternatives network.
  • May 13, 2025 Citi Wealth deal makes iCapital operator of a global alternatives platform.
  • March 17, 2026 Hexure acquisition creates iCapital’s end-to-end annuity and insurance platform.

Help us improve and share your feedback! Did you find this helpful?

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

Company News

CompWorth
Jul 11th, 2025
iCapital Raises $820 Million in Landmark Funding to Accelerate Growth

On July 11, 2025, iCapital unveiled an impressive $820 million funding round led by T. Rowe Price and SurgoCap Partners, propelling the fintech to a valuation exceeding $7.5 billion.

FinSMEs
Jul 10th, 2025
iCapital Closes Over $820M Capital Raise, Valued at Over $7.5 Billion

iCapital, a NYC-based fintech company offering investment products, raised over $820M with the completion of its latest financing round, at over $7.5 Billion valuation.

iCapital
Jul 10th, 2025
iCapital® Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion

iCapital is transforming global investing with innovative fintech solutions, powering scalable access to alternatives and structured investments.

TradingView
Jul 10th, 2025
iCapital raises $820M in funding

iCapital, a private-markets tech provider, has raised over $820 million, according to a report by the Wall Street Journal.

PR Newswire
May 22nd, 2025
Cambridge And Icapital® Expand Relationship To Provide Enhanced Access To Alternative Investment Vehicles, Research, And Education

Expanded relationship will support the growing demand for alternatives among their financial professionals and their high-net-worth clientsFAIRFIELD, Iowa, May 22, 2025 /PRNewswire/ -- Cambridge, a leading independent financial solutions firm serving 3,800 financial professionals across the country, announced it has expanded its relationship with iCapital1, a global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries. The expanded relationship will provide Cambridge financial professionals with enhanced access to alternative investment vehicles, research, and education.Cambridge's financial professionals can now access the full scope of iCapital's platform including asset class level strategies and products, education, and research insights in alternative investments, driving significant value for financial professionals and their high-net-worth clients."Alternatives have become a critical piece of the portfolio construction process for many high-net-worth investors looking for differentiated investment solutions," said Jeff Vivacqua, President, Growth and Development and member of Cambridge's Office of the CEO. "Through our expanded relationship with iCapital, Cambridge financial professionals will now have access to industry-leading solutions that can support them in meeting the growing demand for these alternative investment vehicles from their clients."In 2023, Cambridge launched its Private Client Solutions (PCS) offering to address demand for HNW and ultra-high-net-worth (UHNW) client solutions from its financial professionals. A major component of those offerings was access to alternative investment vehicles, research, and education. PCS provides Cambridge financial professionals with the resources, solutions, and personal support they need to deliver a customized service experience to HNW and UHNW clients. This expanded relationship with iCapital will further enhance these capabilities.About CambridgeCambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control