VP, Structured Investments & Platform Strategy

iCapital; New York (NY); Hybrid; USD 170,000 - 220,000; Full time

Benefits offered by this job

Employer matched retirement plan

Comprehensive health benefits (medical

Parental leave

Unlimited PTO

Job summary

iCapital seeks a Vice President/Senior Vice President for Structured Investments to own and advance the platform's ecosystem for major clients across the United States. The role emphasizes strategy, relationship management with banks and distributors, and collaboration with cross‑functional teams to deliver robust platform solutions.

The candidate will analyze data, build presentations, and drive technology‑enabled process improvements, contributing to client success and firm growth.

Qualifications

• Bachelor’s degree is required.
• 10+ years of financial market industry experience.
• 5+ years of relevant experience in a trading, business development, or relationship management in the structured investments market.
• Strong analytical and problem‑ solving skills and a high level of attention to detail.
• Strong written and verbal communication skills.
• Able to successfully operate in a fast‑paced environment.
• Strategic mindset and able to work independently.
• Demonstrated client service skills with stakeholders and clients.
• Excellent organizational skills.
• Desire to work in a cross‑functional and collaborative environment.
• Proficient in Excel.
• Series 7 and 63 certifications are required.

Responsibilities

• Assist in the development and execution of the firm’s overarching strategy aimed at supporting the Structured Investments business line.
• Develop new and existing relationships with investment banks, third‑party distributors, and distribution partners to advance the product category for the firm.
• Maintain synchronization across various industry groups to deliver a robust platform solution addresses key stakeholders needs.
• Take ownership of projects and provide strong analytical support to teammates.
• Aggregate, maintain, and analyze large data sets with excellent attention to detail.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Work alongside the Client Solutions team to develop meaningful measurements of success.
• Work with internal technical partners to create a product offering that meets the needs of our clients.
• Drive process improvement, in part by leveraging technology.

Skills

Analytical thinking

Communication skills

Attention to detail

Strategic mindset

Cross-functional collaboration

Client service

Education

Bachelor's degree

Tools

Excel

Series 7

Series 63

Job description

iCapital seeks a Vice President/Senior Vice President for Structured Investments to own and advance the platform's ecosystem for major clients across the United States. The role emphasizes strategy, relationship management with banks and distributors, and collaboration with cross‑functional teams to deliver robust platform solutions.

The candidate will analyze data, build presentations, and drive technology‑enabled process improvements, contributing to client success and firm growth.