Investment Solutions Specialist
1 week ago
iCapital is seeking a highly skilled and experienced professional to join our Enterprise Solutions Structured Investment team as a Vice President or Senior Vice President. The ideal candidate will possess a strong background in business development and relationship management, with a focus on enterprise or technology sales.
Key Responsibilities:- Develop and maintain relationships with Registered Investment Advisors (RIAs), aggregators, and independent wealth platforms.
- Play a key role as the relationship manager for several strategic RIA clients.
- Lead platform and system demonstrations for new prospects, respond to RFPs, and collaborate with internal and external cross-functional teams on iCapital's suite of enterprise technology solutions.
- Collaborate with other Relationship Managers, Sales teams, and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development.
- Manage and lead internal projects, develop frameworks and processes for ongoing team management, and provide direction and guidance to junior members of the team.
- 10+ years of experience in a Business Development/Relationship Management capacity, with a focus on enterprise or technology sales.
- Strong knowledge of Structured Investments.
- Direct experience working for or with wealth management firms, specifically RIAs, is highly preferred.
- Excellent verbal and written communication skills.
- Strategic mindset and ability to work independently.
- Demonstrated ability to carry enterprise relationships with little to no oversight.
- Series 7 and 63 licenses is preferred.
iCapital offers a competitive compensation package, including salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO). We offer a flexible work environment, with most employees working in the office three or four days a week.
We believe that the best ideas and innovation happen when we are together. For additional information on iCapital, please visit our website or social media channels.
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