Senior Relationship Manager

2 days ago

New York, New York, United States iCapital Full time
Senior Relationship Manager - Asset Management

iCapital is seeking a seasoned Senior Relationship Manager to join our Enterprise Solutions team, focusing on Asset Managers and General Partners. This role will play a pivotal part in maintaining and developing current relationships, as well as prospecting for new opportunities. As a senior-level, technical position, you will be responsible for delivering and supporting iCapital's full suite of technology solutions to Asset Managers and General Partners.

Key Responsibilities:
  • Develop and maintain strong relationships with Asset and Wealth Managers, supporting other Relationship Managers as needed.
  • Play a key role as the Relationship Manager for several strategic asset and wealth management clients.
  • Lead platform and system demonstrations for new prospects, respond to RFPs, and collaborate with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.
  • Work closely with other Relationship Managers and senior executives to drive tactical and strategic initiatives regarding sales strategy, business development, CRM technology, and marketing.
  • Manage and lead internal projects, developing frameworks and processes for ongoing team management.
  • Develop presentations with significant data and analysis for internal meetings and projects.
  • Collaborate with the Enterprise Solutions team to develop meaningful measurements of success.
Qualifications:
  • 12+ years of experience in business development/relationship management, with a focus on enterprise or technology sales.
  • Extensive knowledge of alternative investments.
  • Direct experience working for or with Asset Management or Wealth Management firms is highly preferred.
  • Excellent verbal and written communication skills.
  • Strategic mindset and ability to work independently.
  • Demonstrated client service skills with stakeholders and clients.
  • Series 7 and 63 licenses preferred.
Benefits:

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).

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on 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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