Business Development – Vice President / Senior Vice President
Structured Investments
Updated on 2/21/2024
iCapital Network

1,001-5,000 employees

Digital platform facilitating access to alternative investments
Company Overview
iCapital is a global fintech leader that has significantly transformed the alternative investment marketplace by providing streamlined, scalable digital solutions and educational resources. Their robust technology and services, including diligence, compliance, and portfolio analytics capabilities, have revolutionized how wealth management, banking, and asset management industries facilitate client access to a wide range of private investments. Furthermore, iCapital's commitment to democratizing alternatives has enabled organizations to offer direct investments and feeder funds at lower minimums, thus expanding beyond the traditional 60/40 portfolio.
Financial Services

Company Stage

Series C

Total Funding

$717.3M

Founded

2013

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

4%

1 year growth

15%

2 year growth

69%
Locations
New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Management
CategoriesNew
Business & Strategy
Sales & Account Management
Requirements
  • 10+ years of experience in Business Development/Relationship Management
  • Strong knowledge of Structured Investments
  • Direct experience working for or with wealth management firms, specifically RIAs
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Series 7 and 63 licenses preferred
Responsibilities
  • Develop new and existing relationships with RIAs, aggregators, and independent wealth platforms
  • Lead platform and system demonstrations for new prospects
  • Collaborate with other Relationship Managers, Sales teams, and senior executives
  • Manage and lead internal projects and develop frameworks and processes for ongoing team management
  • Provide direction and guidance to junior members of the team