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FinTech, Financial Services, Wealth Management

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

RemoteRemoteFull TimeVice President$165,000–$200,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

  • SVP
  • VP
  • Client Management
  • Enterprise Coverage
  • Wires
  • Private Banks
  • iCapital Solutions
  • Enterprise Wealth
  • existing relationships
  • asset classes

Nice to have

  • alternatives
  • structured investments
  • wealth management firms
  • SAAS offerings
  • wealth tech platforms

Role summary

iCapital is seeking a Senior Vice President / Vice President for its Enterprise Wealth Client Management team, focusing on existing relationships within Wires & Private Banks. This role is responsible for maintaining and deepening client relationships, driving adoption of technology platforms, and delivering best-in-class solutions and client service. The position involves managing key client relationships, leading internal projects, developing data-driven presentations, and collaborating with cross-functional teams on strategic initiatives. A strong background in technical relationship management, with extensive knowledge of alternatives or structured investments and experience in wealth management firms, is highly preferred.

iCapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on our existing relationships within Wires & Private Banks. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients’ needs and collaborate with other departments to deliver best-in-class solutions and the highest quality client service and execution. This role will also partner with Business Development to uncover new expansion opportunities within this set of existing clients. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of solutions, to the wealth channel.

Responsibilities

  • Develop & deepen existing relationships with Wires & Private Banks clients.
  • Drive enterprise adoption of our technology platform and infrastructure.
  • Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
  • Play 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 we are delivering and executing at the highest level for iCapital’s clients.
  • Collaborate with other Client Management associates across iCapital Solutions 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 organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Able to meet deadlines and work effectively under pressure
  • Passion for client service and exceeding client expectations
  • Strategic mindset and able 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

    The base salary range for this role is $165,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

    We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

    For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

    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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