Relationship Manager, Business Development - RIA Enterprise Vice President

Responsibilities

• Partner with RIA home offices, CIOs, investment committees, and platform decision-makers to support structured investment adoption and growth.
• Develop and execute firm-level adoption strategies across large advisor networks and enterprise platforms.
• Act as the primary liaison between enterprise RIA clients and internal teams to ensure a seamless client experience and platform effectiveness.
• Cook up structured investment platform initiatives, integrations, and rollout strategies across enterprise clients and internal stakeholders.
• Partner closely with the Sales, Product, Technology, and National Accounts teams to align platform capabilities with client needs and business objectives.
• Drive utilization of structured investment technology tools and resources across regional coverage teams.
• Identify and prioritize platform enhancements, workflow improvements, and technology-driven solutions to improve advisor engagement.
• Support enterprise presentations, RFPs, platform reviews, and strategic client meetings.
• Collaborate with Enterprise RIA coverage teams to deepen existing relationships and identify opportunities for expanded platform integration.
• Serve as a central coordination point across internal and external stakeholders, ensuring consistency in messaging, execution, and client engagement.
• Position structured investments within iCapital's broader platform offering and support overall enterprise growth initiatives.

Qualifications

• 7+ years of experience in structured investments, wealth management distribution, enterprise platforms, national accounts, or related financial services roles
• Strong knowledge of structured investment products and capital markets
• Experience working with RIA home offices, enterprise wealth platforms, and institutional clients
• Demonstrated ability to manage cross-functional initiatives and collaborate across Sales, Product, Technology, and Operations teams
• Strong presentation, communication, and relationship management skills
• Experience supporting enterprise platform solutions, technology integrations, or white-label offerings
• Strategic mindset with the ability to influence stakeholders across large organizations
• Existing relationships within the Enterprise RIA and National Accounts channels are highly desirable.
• Series 7 and 63 or 66 licenses are required
• Willingness to travel for client meetings, industry events, and internal coordination

Benefits

• The base salary range for this role is $80,000 to $100,000.
• iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is eligible for comission.
• 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.