Relationship Manager, Asset Managers - Vice President / Senior Vice President

Responsibilities

• Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.
• Play a key role as the Relationship Manager for several strategic asset and wealth management clients.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, 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 Enterprise Solutions team to develop meaningful measurements of success.

Qualifications

• 12-15+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales
• Extensive knowledge of alternative investments
• Direct experience working for or with Asset Management or Wealth Management firms is highly preferred
• Excellent verbal and written communication skills
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Series 7 and 63 licenses preferred

Benefits

• The base salary range for this role is $160,000 to $230,000.
• 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.