Platform Partnerships, Custodian Relationship Management - Vice President / Senior Vice President

Responsibilities

• Lead the development and execution of the strategic business plan for operational coverage of the largest custodial service providers.
• Serve as a key relationship stakeholder for the management of these relationships, integration and execution of partnership proposals.
• Develop and maintain successful working relationships with senior leaders and promote mutually beneficial relationships between partners and the organization.
• Collaborate with all appropriate parties to ensure effective execution of goals and initiatives.
• Work with Management to determine internal and external vendor reporting requirements and enforce the delivery of accurate and timely information.
• Analyze partner performance data on a regular basis and perform follow-up activities to ensure partners adhere to company quality measures.
• Coordinate regular performance reviews with partners and communicate needed improvements.
• Organize in-person quarterly meetings with all partners to review the relationship status, expansion opportunities, address any current material issues, and discuss business updates.
• Manage internal discussion coordination on the execution of ongoing operations regarding each custodial partner.
• Maintain broad influence through the ongoing development of relationships across the organization.
• Drive process improvement, in part by organizing ongoing partner and prospect requests, and leveraging available technology.

Qualifications

• 10+ years of experience in wealth management industry with exposure to custodial operations, business development, or relationship management capacity.
• Strong knowledge of the independent advisor space and how they leverage their custodial relationships.
• Strong commercial knowledge on industry standards and the competitive process.
• Able to leverage existing relationships and build strong new relationships.
• Demonstrated management abilities including project management and strong detail-orientation.
• Excellent presentation and verbal and written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels.
• Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills and able to create simple, compelling narratives for senior audience.
• Strong collaboration skills with experience working within a cross-regional organization, managing and coordinating teams across different locations.
• Highly desirable to have a high level of enthusiasm for working in a fast-growing, entrepreneurial environment.

Benefits

• The base salary range for this role is $160,000 to $250,000.
• 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).
• Employees will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Pay

The base salary range for this role is $160,000 to $250,000.

Schedule

Employees will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.