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Full-Time

International Client Solutions – Vice President / Senior Vice President

Posted on 6/27/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Consulting
Venture Capital
Enterprise Software
Fintech
Financial Services

Expert

Remote in USA

Category
Asset Management
Finance & Banking
Required Skills
Sales
Communications
Management
Marketing
Requirements
  • 10+ years of experience in a business development/relationship management capacity
  • Fluency in Spanish is required
  • Must be located in Greater Miami area
  • Extensive International wealth management/alternatives experience is required
  • Hedge Fund or Private Equity experience
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Demonstrated client service skills with stakeholders and clients
  • Fluency in Portuguese is a plus
Responsibilities
  • Be the key relationship manager for a few key strategic asset and Wealth Management clients doing business internationally, with a strong focus on Latin America and US offshore.
  • Develop new and existing relationships with asset and wealth managers in the LATAM and US Offshore markets and support other relationship managers who manage similar clients located in the United States with ambitions to grow their business internationally.
  • Lead platform and system demonstrations for new prospects, lead responses to RFPs and work collaboratively with internal and external cross-functional teams on fund launches, closes, ongoing operational support and strategic initiatives.
  • Collaborate with the Head of International Client Solutions, Head of iCapital International, other relationship managers, and senior executives across the company to drive tactical and strategic initiatives with regards to sales strategy, business development, CRM technology, and Marketing.
  • Manage and lead internal projects and develop framework and process for ongoing team management.
  • Develop presentations and analysis for internal meetings and projects.

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 and seek higher returns. iCapital offers a comprehensive solution that includes access to curated investment options, educational resources, and support services. They generate revenue through various 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.

Company Stage

Series C

Total Funding

$717.3M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

20%

1 year growth

26%

2 year growth

46%
Simplify Jobs

Simplify's Take

What believers are saying

  • Strategic partnerships with firms like Blue Owl Capital, Endowus, and Ardian expand iCapital's reach and enhance its service offerings.
  • The acquisition of Mirador and the exclusive partnership with Unicorn Strategic Partners demonstrate iCapital's commitment to growth and market penetration.
  • iCapital's focus on user experience and seamless navigation of the alternative investment landscape ensures high client satisfaction and retention.

What critics are saying

  • The niche focus on alternative investments may limit iCapital's market appeal compared to more diversified financial service providers.
  • Integration challenges from acquisitions and partnerships could disrupt operations and affect service quality.

What makes iCapital Network unique

  • iCapital Network specializes in alternative investments, providing a curated selection of private equity, hedge funds, and real estate opportunities, unlike traditional financial service providers.
  • Their platform simplifies the complex process of investing in alternatives, making it more accessible and efficient for high net worth individuals and their advisors.
  • iCapital's strong emphasis on education and comprehensive support helps clients understand the benefits and risks associated with alternative investments, setting them apart from competitors.

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

INACTIVE