Private Bank and Wirehouse – Vice President / Senior Vice President

iCapital Network

iCapital Network

1,001-5,000 employees

Digital platform facilitating access to alternative investments

Financial Services

$165000 - $235000

Equity, Annual Performance Bonus

Senior, Expert

New York, NY, USA

Required Skills
  • 10+ years of experience in a business development/relationship management related role
  • 10+ years of experience working within financial services or financial technology industry
  • Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to Enterprise clients
  • Robust knowledge and experience with Alternative Investments
  • 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 ability to work independently
  • Demonstrated client service skills with key stakeholders and clients
  • Series 7 and 63 licenses are preferred
  • Drive enterprise adoption of our technology platform and infrastructure
  • Promote a consultative approach to deepen and expand current relationships and source new relationships across the iCapital platform of offerings
  • Centralize client coverage efforts and ensure team alignment to support client needs
  • Educate clients on the depth of the technology's capabilities and drive new mandates and business activities
  • Create and deliver executive presentations and report on key initiatives and business activity
  • 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
  • Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing

Company Stage

Series C

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth



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