Enterprise Business Development and Relationship Management
Posted on 2/28/2023
Greenwich, CT, USA
- 10+ years of experience in a Business Development/Relationship Management capacity, with a focus on enterprise or technology sales
- Extensive knowledge of alternatives and/or structured investments
- Direct experience working for or with wealth management firms is highly preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated ability to carry enterprise relationships with little to no oversight
- Series 7 and 63 licenses preferred
- Develop new and existing relationships with RIAs, aggregators, and independent wealth platforms
- Play a key role as the relationship manager for several strategic RIA clients
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on iCapital's suite of enterprise technology solutions
- Collaborate with other Relationship Managers, sales teams, and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development
- Manage and lead internal projects and develop frameworks and processes for ongoing team management
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 Core 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.