Structured Investments Platform Sales - Vice President / Senior Vice President

iCapital; New York (NY); Hybrid; USD 185,000 - 250,000; Full time

Job summary

An established industry player is on the lookout for a dynamic Vice President or Senior Vice President of Platform Sales to drive revenue growth and expand their innovative investment technology solutions. This role is pivotal in sourcing new clients and enhancing the firm's presence in the wealth management sector. The ideal candidate will possess deep expertise in financial services and a proven track record in new business development, particularly in structured investments. Join a collaborative environment where your contributions will directly impact the growth of a leading alternative investment marketplace. This is an exciting opportunity to make a significant difference in the financial technology landscape.

Benefits

Equity for All Full-Time Employees

Annual Performance Bonus

Employer Matched Retirement Plan

100% Employer Paid Dental and Vision

Telemedicine Services

Virtual Mental Health Counseling

Parental Leave

Unlimited Paid Time Off (PTO)

Qualifications

• 7+ years in financial services focused on structured investments.
• Proven success in client acquisition and financial sales.

Responsibilities

• Prospect and acquire new clients through targeted outreach.
• Develop and execute a high-impact sales strategy.

Skills

Financial Services Expertise

New Business Development

Client Acquisition

Structured Investments Knowledge

Sales Strategy Development

Education

Bachelor's Degree in Finance or Business

MBA or Graduate Degree

Tools

SaaS Solutions

Digital Wealth Platforms

Job description

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $218 billion in global client assets invested in 1,760 funds, as of January 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award.

About the Role

iCapital is seeking a Vice President or Senior Vice President of Platform Sales to drive revenue growth by expanding the use of iCapital’s investment technology solutions among broker-dealers, private banks/wirehouses, and registered investment advisors (RIAs). This individual will be responsible for sourcing and acquiring new clients, increasing iCapital’s presence in the wealth management space, and driving engagement with the firm’s platform for structured products.

This role requires deep expertise in financial services, particularly structured investments, and a strong track record in new business development. This individual will play a critical role in identifying potential clients, engaging decision-makers, and onboarding new firms.

Responsibilities

1. Prospect and acquire new clients within the broker-dealer, private bank/wire, and RIA channels through targeted outreach, networking, and industry engagement.
2. Develop and execute a high-impact sales strategy focused on expanding iCapital’s market share and increasing platform adoption.
3. Leverage industry knowledge to position iCapital’s structured investment solution as the leading platform.
4. Represent iCapital at industry events, conferences, and client meetings, using thought leadership and market expertise to engage new prospects.
5. Collaborate with internal teams, including product, marketing, and client services to enhance sales materials and support a seamless onboarding process for new clients.

Qualifications

1. 7+ years of experience in financial services, preferably focused on structured investments or alternative products.
2. Proven success in new client acquisition or financial sales within investment solutions, fintech platforms, or wealth management.
3. Strong understanding of alternative investments, structured products, and technology-driven financial solutions.
4. Experience selling SaaS solutions, digital wealth platforms, or financial technology products is a plus.
5. Holds series 7 and 63 licenses.
6. Bachelor's degree in finance, business, or a related field is required; MBA or graduate degree is a plus.

Benefits

The base salary range for this role is $185,000 to $250,000. iCapital offers a compensation package that 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.

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.