iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital’s enterprise presence in the US wealth channel. This team develops and helps manage relationships with iCapital’s largest clients and prospects, within the RIA channel. This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, the candidate will create compelling pitch decks, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.
Responsibilities
- Support a team responsible for identifying and driving new enterprise opportunities with both new clients and prospects, and within our existing client base. This responsibility involves close alignment and partnership with our Client Management team and other specialists within our organization.
- Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition.
- Educate clients on the depth of iCapital’s technology capabilities.
- Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
- Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross\-functional teams on client launches and strategic initiatives.
- 5\+ years of experience in a business development/relationship management capacity
- 5\+ years of experience working within financial services or financial technology industry
- Proven ability to deliver and commercialize a complex, multi\-faceted product set and / or technology platform for sophisticated clients
- Strong domain expertise in Alternative Investments, Structured Investments, and Annuities
- Demonstrated track record of building, expanding, and sustaining relationships with senior decision makers and key stakeholders
- Experience operating effectively in a dynamic, fast\-paced, entrepreneurial environment
- Demonstrated ability to organize client coverage across product lines and client channels, driving depth of penetration and coordinated, consolidated support models
- Highly detail\-oriented, with the ability to collaborate cross\-functionally to deliver accurate execution and optimal client outcomes
- Strong client service orientation, with a consistent focus on responsiveness, follow\-through, and stakeholder management
- Series 7 and 63 licenses are preferred
Qualifications
Benefits
The base salary range for this role is $130,000 to $175,000\. iCapital offers a compensation package which 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.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about\-us Twitter: @icapitalnetwork \| Awards Disclaimer: https://www.icapitalnetwork.com/about\-us/recognition/
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.