iCapital Network
Wirehouse and Broker Dealer, Enterprise Wealth Client Management - Vice Presiden
iCapital Network, New York, New York, us, 10261
iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $232 billion in global client assets invested in 1,907 funds, as of April 2025.
Find out more about this role by reading the information below, then apply to be considered. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award. About the Role iCapital is looking to hire a Vice President to join the iCapital Solutions team, specifically focused on wirehouses and broker-dealers. This position will play a key role in maintaining and developing current relationships, working to uncover new growth opportunities within the wealth management industry. This is a senior-level role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to the independent wealth channel. This individual will be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines. Responsibilities Develop existing relationships with wealth managers, including wirehouses and broker-dealers. Serve as a relationship manager for several strategic wealth management clients. Collaborate with internal and external cross-functional teams on fund launches and strategic initiatives. Work with other relationship managers and senior executives to drive sales strategy, business development, CRM technology, and marketing initiatives. Manage internal projects and develop frameworks and processes for ongoing team management. Create presentations with data analysis for internal meetings and projects. Partner with the Client Solutions team to develop metrics for success. Qualifications 10+ years of experience in business development or relationship management, focusing on enterprise or technology sales. Extensive knowledge of alternative investments. Experience working with or for wealth management firms is highly preferred. Experience with SaaS offerings and wealth technology platforms is preferred. Excellent verbal and written communication skills. Strategic mindset and ability to work independently. Proficiency in Microsoft Office, especially PowerPoint. Strong client service skills and ability to manage enterprise relationships with minimal oversight. Series 7 and 63 licenses are preferred. Benefits The salary range for this role is $155,000 to $180,000. iCapital offers a comprehensive compensation package including salary, equity, and annual performance bonuses. Benefits include a matched retirement plan, subsidized healthcare (dental, vision, telemedicine, mental health), parental leave, and unlimited PTO. Employees will work in the office Monday-Thursday, with remote work on Fridays. For more about iCapital, visit our website. Follow us on Twitter and LinkedIn. See our awards. iCapital is an Equal Employment Opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, veteran status, disability, or other protected characteristics.
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Find out more about this role by reading the information below, then apply to be considered. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award. About the Role iCapital is looking to hire a Vice President to join the iCapital Solutions team, specifically focused on wirehouses and broker-dealers. This position will play a key role in maintaining and developing current relationships, working to uncover new growth opportunities within the wealth management industry. This is a senior-level role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to the independent wealth channel. This individual will be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines. Responsibilities Develop existing relationships with wealth managers, including wirehouses and broker-dealers. Serve as a relationship manager for several strategic wealth management clients. Collaborate with internal and external cross-functional teams on fund launches and strategic initiatives. Work with other relationship managers and senior executives to drive sales strategy, business development, CRM technology, and marketing initiatives. Manage internal projects and develop frameworks and processes for ongoing team management. Create presentations with data analysis for internal meetings and projects. Partner with the Client Solutions team to develop metrics for success. Qualifications 10+ years of experience in business development or relationship management, focusing on enterprise or technology sales. Extensive knowledge of alternative investments. Experience working with or for wealth management firms is highly preferred. Experience with SaaS offerings and wealth technology platforms is preferred. Excellent verbal and written communication skills. Strategic mindset and ability to work independently. Proficiency in Microsoft Office, especially PowerPoint. Strong client service skills and ability to manage enterprise relationships with minimal oversight. Series 7 and 63 licenses are preferred. Benefits The salary range for this role is $155,000 to $180,000. iCapital offers a comprehensive compensation package including salary, equity, and annual performance bonuses. Benefits include a matched retirement plan, subsidized healthcare (dental, vision, telemedicine, mental health), parental leave, and unlimited PTO. Employees will work in the office Monday-Thursday, with remote work on Fridays. For more about iCapital, visit our website. Follow us on Twitter and LinkedIn. See our awards. iCapital is an Equal Employment Opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, veteran status, disability, or other protected characteristics.
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