# Client Management and Enterprise Coverage, Wires/Private Banks - Vice President

**Company**: iCapital
**Location**: New York, New York
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $165,000 to $200,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8592703002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_125c9959-b61

## Description

iCapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on existing relationships within Wires & Private Banks.

This position will play a central role in maintaining and deepening relationships with existing clients, ensuring delivery and execution of iCapital's suite of offerings across all asset classes.

Responsibilities:

- Develop and deepen existing relationships with Wires & Private Banks clients.

- Drive enterprise adoption of iCapital's technology platform and infrastructure.

- Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.

- Play a key role as the primary touchpoint for several strategic clients.

- Manage and lead internal projects and develop frameworks and processes for ongoing team management.

- Develop presentations with significant data and analysis for internal meetings and projects.

- Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives.

- Drive day-to-day engagement with Enterprise Wealth clients, ensuring delivery and execution at the highest level.

- Collaborate with other Client Management associates to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.

Qualifications:

- 10+ years of experience in a technical relationship management capacity.

- Extensive knowledge of alternatives and/or structured investments is highly preferred.

- Direct experience working for or with wealth management firms is highly preferred.

- Experience with SAAS offerings and wealth tech platforms preferred.

- Excellent organisational skills and attention to detail.

- Excellent verbal and written communication skills.

- Ability to meet deadlines and work effectively under pressure.

- Passion for client service and exceeding client expectations.

- Strategic mindset and ability 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:

- Base salary range: $165,000 to $200,000.

- Comprehensive benefits package including employer-matched retirement plan, subsidised healthcare, dental, vision, telemedicine, and virtual mental health counselling, parental leave, and unlimited paid time off (PTO).

- Flexible work arrangement: Monday-Thursday in-office, Friday remote.

## Skills

### Required
- alternatives
- structured investments
- SAAS offerings
- wealth tech platforms
- organisational skills
- verbal communication
- written communication

### Nice to have
- Series 7 license
- Series 63 license
- wealth management experience

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8592703002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)