Full-Time

Head of Business Development – Senior Vice President / Managing Director

Institutional Client Coverage

Confirmed live in the last 24 hours

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Fintech
Financial Services

Compensation Overview

$200k - $275kAnnually

+ Equity + Annual Performance Bonus

Expert

New York, NY, USA

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Category
Business Development
Business & Strategy
Required Skills
Marketing

You match the following iCapital Network's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 10+ years of experience in a business development/relationship management related role
  • 10+ years of experience working within financial services or financial technology industry
  • Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to enterprise clients
  • Robust knowledge and experience with alternative investments, specifically the Endowments and Foundations space
  • Strong track record of building and maintaining client relationships with key decision makers
  • Experience working in a dynamic and fast-paced entrepreneurial environment
  • Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Demonstrated client service skills with key stakeholders and clients
Responsibilities
  • Drive enterprise adoption of our technology platform and infrastructure.
  • Promote a consultative approach to deepen and expand current relationships and source new relationships across the iCapital platform of offerings.
  • Centralize client coverage efforts and ensure team alignment to support client needs.
  • Educate clients on the depth of the technology’s capabilities and drive new mandates and business activities.
  • Create and deliver executive presentations and report on key initiatives and business activity.
  • Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
  • Conduct platform and system demonstrations for new prospects, manage responses to RFPs, and collaborate with internal and external cross-functional teams on client launches and strategic initiatives.
  • Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
Desired Qualifications
  • Series 7 and 63 licenses are preferred

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 Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$662M

Headquarters

New York City, New York

Founded

2013

Simplify Jobs

Simplify's Take

What believers are saying

  • iCapital's partnerships expand access to private markets globally, enhancing client offerings.
  • The platform's AI integration offers personalized investment solutions, boosting client satisfaction.
  • Growing demand for digital wealth management platforms supports iCapital's market expansion.

What critics are saying

  • Integration challenges from acquisitions may disrupt iCapital's operations and client services.
  • Intensifying regulatory scrutiny could increase compliance costs for iCapital.
  • Geopolitical risks in Latin America may impact iCapital's partnership with Unicorn Strategic Partners.

What makes iCapital Network unique

  • iCapital offers a curated menu of private equity, credit, and hedge funds.
  • The platform simplifies alternative investments with lower minimums and digital workflows.
  • iCapital provides extensive advisor education and compliance tools for wealth management.

Help us improve and share your feedback! Did you find this helpful?

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

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

0%

2 year growth

0%
Coverage
Jan 17th, 2025
Icapital To Acquire Parallel Markets

Alternative investment marketplace. iCapital Network <i class="fa fa-info-circle company-popover" data-content="h3iCapital Network/h3. div

Coverage
Apr 5th, 2024
Icapital To Acquire Mirador

iCapital Network <i class="fa fa-info-circle company-popover" data-content="h3iCapital Network/h3. div. table

D Wealth News
Jan 24th, 2023
Advisor Tech Talk (1/24/23)

“Alternative asset manager Blue Owl Capital partnered with iCapital and Allfunds to increase its private wealth offerings.

The Asset
Jan 17th, 2023
Endowus, iCapital partner on private investment | The Asset

Singapore-based digital wealth advisory platform Endowus has partnered with global fintech platform iCapital in a deal that will expand private market investment access to Endowus private wealth clients in Singapore and Hong Kong.

Black Enterprise
Jan 8th, 2023
iCapital Appoints Regulatory Expert, President of The Cambridge Group, To Board of Directors

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the appointment of Agnes Bundy Scanlan t o the company’s board of directors, effective Jan. 1, 2023.