iCapital
Enterprise Coverage and Client Management, Private Bank and Wirehouse - Senior V
iCapital, New York, New York, United States, 10001
Enterprise Coverage And Client Management, Private Bank And Wirehouse - Senior Vice President / Managing Director
iCapital is seeking a highly motivated, outgoing, and experienced client management professional to join the team focused on expanding the firm's enterprise presence within the U.S. independent wealth channel. This team manages relationships with iCapital's largest Private Bank and Wirehouse clients, and this role will be central to delivering the firm's full suite of technology solutions. The ideal candidate will be responsible for executing against firmwide KPIs, maintaining senior-level client touchpoints, and refining iCapital's marketplace positioning and go-to-market strategy across business lines. This role requires close collaboration with teams across the firm to ensure seamless delivery and alignment with strategic goals. This role is focused on the ongoing delivery of iCapital's full suite of technology solutions, executing across firmwide established KPIs and will be instrumental in growing and expanding the company's presence and client base. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels, negotiating contracts, and leading implementation efforts. Responsibilities
Develop existing relationships with wealth managers including private banks and wirehouses. Play a key role as the relationship manager for several strategic wealth management clients. Educate clients on the depth of iCapital's technology capabilities. Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives. Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience. 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. Drive process improvement by analyzing key performance indicators to uncover growth opportunities and measure success. Qualifications
10+ years of experience in a business development or relationship management capacity, with a focus on enterprise or technology sales Extensive knowledge of alternative investments Direct experience working for or with wealth management firms is highly preferred Experience with SAAS offerings and wealth technology platforms are preferred Excellent verbal and written communication skills Strategic mindset and able to work independently Strong knowledge of Microsoft Office, specifically PowerPoint Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight Series 7 and 63 licenses are preferred Benefits
The base salary range for this role is $225,000 to $275,000. 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. 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.
iCapital is seeking a highly motivated, outgoing, and experienced client management professional to join the team focused on expanding the firm's enterprise presence within the U.S. independent wealth channel. This team manages relationships with iCapital's largest Private Bank and Wirehouse clients, and this role will be central to delivering the firm's full suite of technology solutions. The ideal candidate will be responsible for executing against firmwide KPIs, maintaining senior-level client touchpoints, and refining iCapital's marketplace positioning and go-to-market strategy across business lines. This role requires close collaboration with teams across the firm to ensure seamless delivery and alignment with strategic goals. This role is focused on the ongoing delivery of iCapital's full suite of technology solutions, executing across firmwide established KPIs and will be instrumental in growing and expanding the company's presence and client base. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels, negotiating contracts, and leading implementation efforts. Responsibilities
Develop existing relationships with wealth managers including private banks and wirehouses. Play a key role as the relationship manager for several strategic wealth management clients. Educate clients on the depth of iCapital's technology capabilities. Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives. Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience. 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. Drive process improvement by analyzing key performance indicators to uncover growth opportunities and measure success. Qualifications
10+ years of experience in a business development or relationship management capacity, with a focus on enterprise or technology sales Extensive knowledge of alternative investments Direct experience working for or with wealth management firms is highly preferred Experience with SAAS offerings and wealth technology platforms are preferred Excellent verbal and written communication skills Strategic mindset and able to work independently Strong knowledge of Microsoft Office, specifically PowerPoint Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight Series 7 and 63 licenses are preferred Benefits
The base salary range for this role is $225,000 to $275,000. 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. 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.