Responsibilities
Strategic International Client Solutions : Be the key relationship manager for a few key strategic asset and Wealth Management clients doing business internationally, with a strong focus on Latin America and US offshore.
Develop new and existing relationships with asset and wealth managers in the LATAM and US Offshore markets and support other relationship managers who manage similar clients located in the United States with ambitions to grow their business internationally.
Lead platform and system demonstrations for new prospects, lead responses to RFPs and work collaboratively with internal and external cross-functional teams on fund launches, closes, ongoing operational support and strategic initiatives.
Client Solutions and International team strategy : Collaborate with the Head of International Client Solutions, Head of iCapital International, other relationship managers, and senior executives across the company to drive tactical and strategic initiatives with regards to sales strategy, business development, CRM technology, and Marketing.
Manage and lead internal projects and develop framework and process for ongoing team management.Develop presentations and analysis for internal meetings and projects.
Qualifications
- 10+ years of experience in a business development / relationship management capacity
- Fluency in Spanish is required
- Must be located in Greater Miami area
- Extensive International wealth management / alternatives experience is required
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with stakeholders and clients
- Fluency in Portuguese is a plus
Benefits
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).
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
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.
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