Senior Relationship Manager

4 days ago


New York, New York, United States iCapital Full time
About the Role

iCapital is seeking a seasoned professional to join our iCapital Solutions team as a Vice President or Senior Vice President. This individual will play a critical role in managing relationships with existing enterprise wealth clients, ensuring seamless delivery and execution of our suite of offerings across all asset classes.

The ideal candidate will have a strong background in technical relationship management, with a proven track record of developing and strengthening relationships with wealth managers. They will be responsible for driving enterprise adoption of our technology platform and infrastructure, promoting a consultative approach to deepen and expand current relationships, and collaborating with other Client Management associates to drive tactical and strategic initiatives.

Key Responsibilities:

  • Develop and strengthen relationships with Wealth Managers
  • Drive enterprise adoption of our technology platform and infrastructure
  • Promote a consultative approach to deepen and expand current relationships
  • Play a key role as the primary touchpoint for several strategic wealth management clients
  • Co-own identifying new revenue streams within existing clients
  • Drive day-to-day engagement with enterprise wealth clients to ensure delivery and execution at the highest level
  • Collaborate with other Client Management associates to drive tactical and strategic initiatives

Requirements:

  • 10+ years of experience in a technical relationship management capacity
  • Extensive knowledge of alternatives and/or structured investments
  • Direct experience working for or with wealth management firms
  • Experience with SAAS offerings and wealth tech platforms
  • Excellent organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Able to meet deadlines and work effectively under pressure
  • Passion for client service and exceeding client expectations
  • Strategic mindset and able to work independently
  • Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
  • Series 7 and 63 licenses preferred

Benefits:

iCapital offers a comprehensive compensation package, including salary, equity, and an annual performance bonus. Employees also receive a generous benefits package, including an employer-matched retirement plan, subsidized healthcare, parental leave, and unlimited paid time off.

iCapital is an Equal Employment Opportunity and Affirmative Action employer, committed to diversity and inclusion in the workplace.



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