Retirement Sales and Client Services – Vice President / Senior Vice President

About the Role

iCapital is looking to hire a Vice President or Senior Vice President to join the new Alternatives in Retirement Portfolios team. The team is not here to tweak the edges of retirement investing, we are here to reinvent it. Join iCapital’s entrepreneurial team building a bold new path for retirement portfolios, where innovation drives progress and legacy approaches are reimagined.

The industry-wide focus on adding alternative and private market asset classes to defined contribution plans, leads iCapital to seek a leadership position in this emerging space, and is launching an agile, entrepreneurial effort to quickly scale across both the product and distribution facets of the industry.  The initial team will be laser-focused on launching new products and vehicles for Defined Contribution (DC) plans, establishing and expanding relationships with existing clients, and establishing a foothold and market presence in new markets for the firm. Those target markets include direct to plan sponsor, institutional investment consultants, MEPs and PEPs, plan advisors, managed account providers, recordkeepers, and other service providers in the defined contribution ecosystem. 

The alternatives in retirement portfolios team strives to understand our clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a senior-level distribution role focused on the delivery and ongoing support of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the retirement channel, broadly defined.

Responsibilities

• Partner with the Head of the Alternatives in Retirement Portfolios team to build the business.
• Deepen relationships with existing GP clients and wealth managers by expanding engagement in the emerging retirement alternatives space, including support for their defined contribution (DC) plan advisor businesses.
• Establish new relationships with the DC and retirement ecosystem: plan sponsors, recordkeepers, managed account providers, other relevant fintech and wealthtech players in the retirement arena.
• Develop highly focused sales strategies for specific GP partners, products and channels.
• Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.
• Drive enterprise adoption of our technology platform and infrastructure.
• Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
• Play a key role as the primary touchpoint for multiple GP relationships in the retirement channel.
• Co-own identifying new revenue streams within existing clients alongside the Business Development team.

Qualifications

• 10+ years of experience in an asset management or DC relationship management or sales capacity
• Extensive knowledge of alternatives and/or structured investments is highly preferred
• Direct experience working for or with alternative investment management firms, DC specialist asset managers or recordkeepers (or other relevant service providers within the DC ecosystem, such as managed account providers) is highly preferred
• Extensive network across the defined contribution (DC) ecosystem, including key stakeholders and strategic partners.
• Experience with DC-related fintech or wealth tech is a plus
• Established presence in DC universe including leadership roles in industry associations (DCIIA, NAPA, SPARK, DCALTA)
• Demonstrates a strong passion for client service and consistently exceeds expectations, while thriving in high-visibility industry environments
• Background in thought leadership such as writing or contributing to white papers, industry publications
• Comfortable with significant travel requirements
• Entrepreneurial approach, passion for building new businesses
• CFA, CAIA and/or other retirement-related designations are preferred
• Series 7 and 63 licenses are required

Benefits

The base salary range for this role is $160,000 to $245,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.