RIA Enterprise Business Development - Assistant Vice President / Vice President

iCapital; New York (NY); Hybrid; USD 160,000 - 200,000; Full time

Benefits offered by this job

Equity

Annual bonus

Retirement plan

Health benefits

Job summary

iCapital is seeking an experienced Enterprise Business Development leader to join the Relationship Management team in New York, focused on expanding iCapital’s enterprise presence in the US wealth channel. Responsibilities include identifying opportunities, educating clients on iCapital’s technology, leading platform demonstrations, and negotiating contracts with senior decision makers.

Office presence Mon-Thu with remote Fridays; base salary ranges from $160,000 to $200,000 plus equity and

Qualifications

• 10+ years in business development/relationship management within financial services or fintech.
• Proven ability to commercialize complex product/tech for sophisticated clients.
• Strong track record in building and expanding enterprise client relationships.

Responsibilities

• Identify and drive new enterprise opportunities with new and existing clients within the RIA channel.
• Lead platform demonstrations and respond to RFPs in collaboration with cross-functional teams.
• Develop pitch decks, market analyses, and contract negotiations with clients.

Skills

Relationship management

Enterprise BD

Financial services

RIA channel knowledge

Negotiation

Job description

Enterprise Business Development, RIA Channel - Vice President

New York, New York, United States

iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital’s enterprise presence in the US wealth channel. This team develops and helps manage relationships with iCapital’s largest clients and prospects, within the RIA channel. This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, the candidate will create compelling pitch decks, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.

Responsibilities

• Support a team responsible for identifying and driving new enterprise opportunities with both new clients and prospects, and within our existing client base. This responsibility involves close alignment and partnership with our Client Management team and other specialists within our organization.
• Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition.
• Educate clients on the depth of iCapital’s technology capabilities.
• Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
• Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.

Qualifications

• 10+ years of experience in a business development/relationship management capacity
• 10+ years of experience working within financial services or financial technology industry
• Proven ability to deliver and commercialize a complex, multi-faceted product set and / or technology platform for sophisticated clients
• Strong domain expertise in Alternative Investments, Structured Investments, and Annuities
• Demonstrated track record of building, expanding, and sustaining relationships with senior decision makers and key stakeholders
• Experience operating effectively in a dynamic, fast-paced, entrepreneurial environment
• Demonstrated ability to organize client coverage across product lines and client channels, driving depth of penetration and coordinated, consolidated support models
• Highly detail-oriented, with the ability to collaborate cross-functionally to deliver accurate execution and optimal client outcomes
• Strong client service orientation, with a consistent focus on responsiveness, follow-through, and stakeholder management
• Series 7 and 63 licenses are preferred

The base salary range for this role is $160,000 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.

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