RIA Enterprise Business Development - Assistant Vice President / Vice President

Responsibilities

• Support a team responsible for identifying and driving new enterprise opportunities with both new clients and prospects, and within our existing client base.
• This responsibility involves close alignment and partnership with our Client Management team and other specialists within our organization.
• Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition.
• Educate clients on the depth of iCapital’s technology capabilities.
• Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
• Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.

Qualifications

• 5+ years of experience in a business development/relationship management capacity
• 5+ years of experience working within financial services or financial technology industry
• Proven ability to deliver and commercialize a complex, multi-faceted product set and / or technology platform for sophisticated clients
• Demonstrated track record of building, expanding, and sustaining relationships with senior decision makers and key stakeholders
• Experience operating effectively in a dynamic, fast-paced, entrepreneurial environment
• Demonstrated ability to organize client coverage across product lines and client channels, driving depth of penetration and coordinated, consolidated support models
• Highly detail-oriented, with the ability to collaborate cross-functionally to deliver accurate execution and optimal client outcomes
• Strong client service orientation, with a consistent focus on responsiveness, follow-through, and stakeholder management
• Series 7 and 63 licenses are preferred

Benefits

• The base salary range for this role is $130,000 to $175,000.
• 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.