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.