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Enterprise Business Development and Relationship Management
Confirmed live in the last 24 hours
Greenwich, CT, USA
Experience Level
Desired Skills
  • 2-5 years of experience in a Business Development/Relationship Management capacity, with a focus on enterprise or technology sales
  • Extensive knowledge of alternatives and/or structured investments
  • Direct experience working for or with wealth management firms is highly preferred
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Demonstrated client service skills with stakeholders and clients
  • Series 7 and 63 licenses preferred
  • Support the development of new and existing relationships with RIAs and support the ongoing maintenance of a broad range of existing client relationships
  • Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on iCapital's suite of enterprise technology solutions
  • Collaborate with other Relationship Managers, Sales teams, and Senior Executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development
  • Manage and lead internal projects and develop frameworks and processes for ongoing business management
  • Develop presentations with significant data and analysis for internal meetings and projects
  • Provide scale to the enterprise RIA team by supporting a range of ad hoc requests and creating processes to operationalize existing one-off workflows
iCapital Network

501-1,000 employees

Company Overview
iCapital Network connects advisors and their high net worth investors to leading alternative investment managers.
  • 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 Core Values
  • Integrity - Honesty and integrity are fundamental to everything we do.
  • Collaboration - Teamwork and collaboration are the foundation of our success.
  • Accountabiltiy - We demonstrate commitment, caring, and enthusiasm.
  • Partnership - The success of our clients and partners is our relentless focus.
  • Excellence - We Strive for flawless execution.