Director of Strategic Growth Initiatives for Family Offices
3 weeks ago
We are seeking a seasoned professional to join our team as Director of Strategic Growth Initiatives for Family Offices, driving business expansion and relationship management across the Family Office landscape.
About the Role
- Develop and execute a strategic growth plan to drive enterprise adoption of our technology platform, infrastructure, and services.
- Promote a consultative approach to deepen and expand current relationships and source new opportunities across the iCapital platform.
- Centralize client coverage efforts, ensuring team alignment to support client needs and delivering exceptional client experiences.
- Educate clients on the depth of our technology capabilities, driving new mandates and business activities.
- Create and deliver executive presentations, reporting on key initiatives and business activity.
- Communicate feedback from clients and prospects to improve delivery of solutions and enhance the overall client experience.
- Conduct platform and system demonstrations for new prospects, manage RFP responses, and collaborate with internal and external teams on client launches and strategic initiatives.
- Collaborate with senior executives to drive tactical and strategic initiatives regarding sales strategy, CRM technology, and marketing.
Requirements
- 10+ years of experience in business development/relationship management or a related field.
- Proven track record of building and maintaining client relationships with key decision makers.
- Demonstrated ability to deliver complex products and/or technology offerings to Enterprise clients.
- Robust knowledge and experience with alternative investments, specifically the Family Office space.
- Experience working in dynamic and fast-paced entrepreneurial environments.
- Demonstrated ability to organize client coverage, achieve depth of penetration, and consolidated support models.
- Excellent verbal and written communication skills.
- Strategic mindset and ability to work independently.
- Demonstrated client service skills with key stakeholders and clients.
- Series 7 and 63 licenses are preferred.
What We Offer
- An estimated salary range of $200,000 to $275,000.
- A comprehensive benefits package including salary, equity, annual performance bonus, employer matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).
iCapital is committed to fostering a culture of excellence, innovation, and collaboration. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.
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