VP, Enterprise Wealth Coverage – Private Banks & Wirehouses

iCapital Network; New York (NY); Hybrid; USD 145,000 - 175,000; Full time

Benefits offered by this job

Equity for all full-time employees

Employer-matched retirement plan

Comprehensive health benefits (Medical

Dental, vision, telemedicine

Parental leave

Unlimited paid time off

Job summary

iCapital Network in New York, NY seeks a Vice President to expand its enterprise presence with US wealth managers. You will prospect new clients, nurture ongoing relationships, and coordinate with the iCapital Solutions team to support the full suite of technology and investment solutions.

The role centers on business development and relationship management, including crafting pitch decks and leading platform demonstrations.

Qualifications

• 6+ years in a business development or relationship management role.
• 6+ years in financial services or fintech.
• Knowledge and experience with Alternative Investments.
• Direct experience working for or with wealth management firms.
• Excellent verbal and written communication skills.
• Strategic mindset and ability to work independently.
• Demonstrated client service skills with stakeholders and clients.
• Series 7 and 63 licenses are preferred.

Responsibilities

• Develop new and existing relationships with wealth manager clients and support other relationship managers.
• Support the team on various tasks for several strategic wealth manager clients.
• Lead platform and system demonstrations for new prospects, respond to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.
• Collaborate with other Relationship Managers, Sales teams, and Senior Executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
• 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.

Skills

Business development

Relationship management

Financial services

Alternative investments

Wealth management

Communication

Strategic mindset

Client service

Series 7/63 preferred

Job description

iCapital Network in New York, NY seeks a Vice President to expand its enterprise presence with US wealth managers. You will prospect new clients, nurture ongoing relationships, and coordinate with the iCapital Solutions team to support the full suite of technology and investment solutions.

The role centers on business development and relationship management, including crafting pitch decks and leading platform demonstrations.