VP, Enterprise Wealth: Wires & Private Banks Client Lead — Remote

iCapital Network; New York (NY); Híbrido; USD 165 000 - 200 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Equity for all employees

Annual performance bonus

Unlimited PTO

Comprehensive benefits - health,Dental

Resumo da oferta

iCapital is seeking a Senior Vice President / Vice President to join the Enterprise Wealth Client Management team focused on Wires & Private Banks in New York. This role will quarterback delivery of iCapital’s full suite of solutions, deepening client relationships and coordinating with Business Development on expansion opportunities.

The position combines senior client leadership with technical delivery, requiring strong communication, strategic thinking, and a results-driven approach.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Relationship management

SAAS platforms

Wealth management knowledge

Communication skills

Organization

Series 7/63 licenses

Client service mindset

Independent work

Deadline-driven

Technical delivery execution

Industry knowledge

Descrição da oferta de emprego

iCapital is seeking a Senior Vice President / Vice President to join the Enterprise Wealth Client Management team focused on Wires & Private Banks in New York. This role will quarterback delivery of iCapital’s full suite of solutions, deepening client relationships and coordinating with Business Development on expansion opportunities.

The position combines senior client leadership with technical delivery, requiring strong communication, strategic thinking, and a results-driven approach.