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iCapital Network

Connects wealth managers to alternative investments

Enterprise Business Development Vice President - RIA Channel

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 10 years of experience in business development or relationship management.
  • At least 10 years of experience in the financial services or financial technology industry.
  • Proven ability to deliver and commercialize a complex, multi-faceted product set or technology platform for sophisticated clients.
  • Strong domain expertise in alternative investments, structured investments, and annuities.
  • Demonstrated track record of building, expanding, and sustaining relationships with senior decision makers and key stakeholders.
  • Experience operating effectively in a dynamic, fast-paced, entrepreneurial environment.
  • Demonstrated ability to organize client coverage across product lines and client channels, driving depth of penetration and coordinated, consolidated support models.
  • Ability to collaborate cross-functionally to deliver accurate execution and optimal client outcomes.
  • Strong client service orientation, with consistent responsiveness, follow-through, and stakeholder management.

Responsibilities

  • Support a team responsible for identifying and driving new enterprise opportunities with new clients and prospects and within the existing client base, in close alignment and partnership with the Client Management team and other organizational specialists.
  • Use a consultative approach to identify and acquire new enterprise accounts that would use all or parts of the company’s proposition.
  • Educate clients on the depth of the company’s technology capabilities.
  • Provide detailed pipeline updates and reports for Client Management teams and other internal stakeholders.
  • Communicate feedback from clients and prospects to improve solution delivery and the overall client experience.
  • Lead platform and system demonstrations for new prospects, lead responses to requests for proposals, and collaborate with internal and external cross-functional teams on client launches and strategic initiatives.
  • Help drive new business initiatives with existing clients and acquire new clients.
  • Create compelling pitch decks, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.

About the Company

iCapital Network

Connects wealth managers to alternative investments

iCapital Network, branded as iCapital, develops technology and services for wealth managers, asset managers, institutional investors and family offices. Its marketplace connects advisors with alternative investments, structured products and annuities, while enterprise platforms manage subscriptions, investor onboarding, documents and investment reporting. The company also structures and services access funds and supplies data management and compliance workflows for financial firms. It earns management, servicing and investor-placement fees through its investment arrangements, with compensation varying by product and agreement. Founded in 2013, iCapital is headquartered in New York City, New York.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$1.5B
Headquarters
New York City, New York
Founded
2013

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