Client Management and Enterprise Coverage, RIA's - Vice President

Responsibilities

• Develop and strengthen existing relationships with RIA clients.
• 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 several strategic RIA clients.
• Co-own identifying new revenue streams within existing clients alongside the Business Development team.
• Drive day-to-day engagement with RIA clients to ensure we are delivering and executing at the highest level for them.
• Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.

Qualifications

• 10+ years of experience in a technical relationship management capacity.
• Extensive knowledge of alternatives and/or structured investments is highly preferred.
• Direct experience working for or with wealth management firms is highly preferred.
• Experience with SAAS offerings and wealth tech platforms is preferred.
• Excellent organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Able to meet deadlines and work effectively under pressure.
• Passion for client service and exceeding client expectations.
• Strategic mindset and able to work independently.
• Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight.
• Series 7 and 63 licenses is preferred.

Benefits

• The base salary range for this role is $160,000 to $200,000.
• 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 four days, with the flexibility to work remotely one day.