Enterprise Coverage and Business Development, Broker Dealer - Senior Vice President / Managing Director

Responsibilities

• Strengthen and expand relationships with independent broker dealers, focusing on firms actively engaged in, or seeking exposure to private equity, private credit, real assets, and hedge fund strategies.
• Serve as a strategic advisor to senior stakeholders, helping them navigate the complexities of alternative investments and integrate iCapital’s platform into their broader wealth offering.
• Lead enterprise-level initiatives that promote the adoption of iCapital’s technology and investment solutions, with a focus on scalability, compliance, and operational efficiency.
• Identify and execute growth opportunities, including new product introductions, platform enhancements, and cross-channel collaboration.
• Partner with internal teams such as Sales, Investment Product, Technology, Legal, and Marketing to ensure alignment on client strategy and execution.
• Develop and deliver high-impact presentations and analysis that support client engagement, internal planning, and strategic decision-making.
• Collaborate with the Client Solutions team to define and track key performance indicators that measure success across client relationships and business initiatives.

Qualifications

• 12+ years of experience in relationship management, enterprise sales, or business development within the alternative investment or fintech space
• Knowledge of private market strategies, fund structures, distribution models, and regulatory considerations
• Able to manage complex relationships across wealth management firms, with a focus on enterprise-level engagement
• Experience working with or within Independent Broker Dealers, RIAs, or wirehouse platforms
• Maintain a track record of driving adoption of investment platforms or technology solutions with strategic thinking capabilities
• Excellent communication and presentation skills, with the ability to distill complex investment concepts into actionable insights
• Comfortable operating in a fast-paced, entrepreneurial environment with a high degree of autonomy
• Series 7 and 63 licenses are preferred

Benefits

• The base salary range for this role is $200,000 to $240,000.
• 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.