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Head of Enterprise RIA Coverage – Senior Vice President / Managing Director
Posted on 8/9/2022
New York, NY, USA
Experience Level
Desired Skills
  • 12+ years of experience working in either/all wealth management, enterprise technology, and alternative investments, with a strong preference for candidates with a deep understanding of and existing relationships within the overall RIA marketplace
  • Demonstrated ability to work in a fast-paced entrepreneurial environment, and to cross collaborate with relevant groups within the firm
  • Demonstrated ability cover and manage complex clients, preference for enterprise technology sales experience
  • Deep understanding of a variety of investment strategies including private equity, hedge funds, real estate, private credit, and structured investments
  • Strong presentation and public speak skills; comfortable presenting to large groups of senior executives
  • Willingness to travel significantly to visit existing and prospective partner firms
  • Develop and maintain relationships with the largest and most sophisticated RIA firms in the market, gaining a deep understanding of their dynamic structure and needs
  • Expand relationships with existing clients to provide more impactful solutions and expand their use of the iCapital platform
  • Provide clients with a clear understanding of iCapital's technology solutions, with additional ability to describe iCapital's full education and investment suite in detail
  • Work with our partners to understand pain points and how best to deliver the proper services to their clients
  • Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
  • Serve as the main point of contact for the client, oversee all aspects of the sales, implementation, on-boarding and day-day servicing of the client, liasing as key point of contact with the relevant iCapital groups
iCapital Network

501-1,000 employees

Company mission
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 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.