iCapital
Wirehouse and Broker Dealer, Enterprise Wealth Client Management - Vice Presiden
iCapital, 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.
The following information provides an overview of the skills, qualities, and qualifications needed for this role. 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 (See link below). 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. Play a key role as the relationship manager for several strategic wealth management clients. Work collaboratively with internal and external cross-functional teams on fund 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. Manage and lead internal projects and develop frameworks and processes for ongoing team management. Develop presentations with significant data and analysis for internal meetings and projects. Work alongside the Client Solutions team to develop meaningful measurements of success. Qualifications 10+ years of experience in a business development or relationship management capacity, with a focus on enterprise or technology salesExtensive knowledge of alternative investmentsDirect experience working for or with wealth management firms is highly preferredExperience with SAAS offerings and wealth technology platforms are preferredExcellent verbal and written communication skillsStrategic mindset and able to work independentlyStrong knowledge of Microsoft Office, specifically PowerPointDemonstrated client service skills and ability to carry enterprise relationships with little to no oversightSeries 7 and 63 licenses are preferred
Benefits The base salary range for this role is $155,000 to $180,000. 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.
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The following information provides an overview of the skills, qualities, and qualifications needed for this role. 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 (See link below). 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. Play a key role as the relationship manager for several strategic wealth management clients. Work collaboratively with internal and external cross-functional teams on fund 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. Manage and lead internal projects and develop frameworks and processes for ongoing team management. Develop presentations with significant data and analysis for internal meetings and projects. Work alongside the Client Solutions team to develop meaningful measurements of success. Qualifications 10+ years of experience in a business development or relationship management capacity, with a focus on enterprise or technology salesExtensive knowledge of alternative investmentsDirect experience working for or with wealth management firms is highly preferredExperience with SAAS offerings and wealth technology platforms are preferredExcellent verbal and written communication skillsStrategic mindset and able to work independentlyStrong knowledge of Microsoft Office, specifically PowerPointDemonstrated client service skills and ability to carry enterprise relationships with little to no oversightSeries 7 and 63 licenses are preferred
Benefits The base salary range for this role is $155,000 to $180,000. 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.
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