VP, Enterprise Wealth Client Mgmt – Wires/Private Banks, Remote

iCapital; New York (NY); Hybrid; USD 165,000 - 200,000; Full time

Benefits offered by this job

Equity

Annual bonus

Retirement plan

Healthcare

Dental

Vision

Telemedicine

Mental health

Parental leave

Unlimited PTO

Job summary

iCapital seeks a Senior Vice President / Vice President to join the Enterprise Wealth Client Management team, focusing on existing relationships within Wires & Private Banks. The role quarterbacks client delivery across the full suite of iCapital offerings and coordinates with Business Development to identify expansion opportunities.

Responsibilities include deepening relationships, driving enterprise adoption of the platform, and leading cross-functional projects and presentations with

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.

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.

Skills

Relationship management

Wealth tech

SAAS

Client management

Strategic partnerships

Job description

iCapital seeks a Senior Vice President / Vice President to join the Enterprise Wealth Client Management team, focusing on existing relationships within Wires & Private Banks. The role quarterbacks client delivery across the full suite of iCapital offerings and coordinates with Business Development to identify expansion opportunities.

Responsibilities include deepening relationships, driving enterprise adoption of the platform, and leading cross-functional projects and presentations with