RIA, Family Office Business Development Specialist

4 weeks ago

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

iCapital is seeking a highly motivated and experienced Business Development professional to join the Data Solutions team. This team develops relationships with iCapital's largest clients and prospects within the RIA and Family Office channel.

The Data Solutions team offers financial reporting services for the family office and wealth management industry. This role is instrumental in growing and expanding the company's presence and client base.

Responsibilities:

  • Identify and drive new opportunities with both new clients and within our existing client base.
  • Develop new relationships with Wealth Managers, Family Offices, and high net worth individuals.
  • Promote a consultative approach to identify and acquire new enterprise accounts.
  • Educate clients on the depth of iCapital's technology capabilities.
  • Provide detailed pipeline updates and reports to internal stakeholders.
  • Communicate feedback from clients and prospects to improve delivery of solutions and the client experience.

Qualifications:

  • 12+ years of experience in business development or relationship management.
  • 12+ years of experience working within financial services or the financial technology industry.
  • Able to deliver a complex product set to Enterprise clients.
  • Experience with alternative investments, structured investments, and/or annuities.
  • Strong experience with performance reporting platforms and associated data management.
  • Strong track record of building and maintaining client relationships.
  • Experience working in a dynamic and fast-paced entrepreneurial environment.
  • Demonstrated ability in organizing client coverage across product lines and client channels.
  • Excellent verbal and written communication skills.
  • Strategic mindset and able to work independently.

Benefits:

iCapital offers a compensation package including salary and equity for all full-time employees. Employees also receive a comprehensive benefits package including an employer matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off.

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.

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