Responsibilities
- Develop new and existing relationships with RIAs, aggregators, and independent wealth platforms.
- Play a key role as the relationship manager for several strategic RIA clients.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on iCapital’s suite of enterprise technology solutions.
- 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.
- Manage and lead internal projects and develop frameworks and processes for ongoing team management.
- Provide direction and guidance to junior members of the team.
Qualifications
- 10+ years of experience in a Business Development / Relationship Management capacity, with a focus on enterprise or technology sales
- Strong knowledge of Structured Investments
- Direct experience working for or with wealth management firms, specifically RIAs, is highly preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated ability to carry enterprise relationships with little to no oversight
- Series 7 and 63 licenses is preferred
Benefits
The base salary range for this role is $155,000 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. We offer most employees the flexibility to work in the office three or four days.
Every department has different needs, and some positions will be designated in-office jobs, based on their function.
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