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International Client Solutions

2 months ago

Remote, Oregon, United States iCapital Full time

iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $187 billion in global client assets invested in 1,504 funds, as of April 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years ; a three-time selection by Forbes to its list of Best Startup Employers ; and a three-time winner of MMI/Barron's Solutions Provider award (See link below).

About the Role

iCapital is hiring a Vice President or Senior Vice President to join our International Client Solutions team to focus on the expansion of international clients, particularly in Latin America. This individual will prospect new clients within the Asset Management and Wealth Management industries, maintain ongoing relationships with current clients, and provide support to the internal Enterprise and International teams located in the US and abroad.

Responsibilities

  • Strategic International Client Solutions:
    • Be the key relationship manager for a few key strategic asset and Wealth Management clients doing business internationally, with a strong focus on Latin America and US offshore.
    • Develop new and existing relationships with asset and wealth managers in the LATAM and US Offshore markets and support other relationship managers who manage similar clients located in the United States with ambitions to grow their business internationally.
    • 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, ongoing operational support and strategic initiatives.
  • Client Solutions and International team strategy:
    • Collaborate with the Head of International Client Solutions, Head of iCapital International, other relationship managers, and senior executives across the company to drive tactical and strategic initiatives with regards to sales strategy, business development, CRM technology, and Marketing.
    • Manage and lead internal projects and develop framework and process for ongoing team management.
    • Develop presentations and analysis for internal meetings and projects.

Qualifications

  • 10+ years of experience in a business development/relationship management capacity
  • Fluency in Spanish is required
  • Must be located in Greater Miami area
  • Extensive International wealth management/alternatives experience is required
  • Hedge Fund or Private Equity experience
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Demonstrated client service skills with stakeholders and clients
  • Fluency in Portuguese is a plus

Benefits

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 in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer:

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.