Relationship Manager

The Vice President, Enterprise RIA Structured Investments will be responsible for driving platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms. This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations. 

This role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives.

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.

Qualifications

• 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

Benefits

The base salary range for this role is $80,000 to $100,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is eligible for comission. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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/

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.