Responsibilities
- Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.
- Play a key role as the Relationship Manager for several strategic asset and wealth management clients.
- 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, and strategic initiatives.
- Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
- 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 alongside the Enterprise Solutions team to develop meaningful measurements of success.
Qualifications
- 12+ years of experience in a business development / relationship management capacity, with a focus on enterprise or technology sales
- Extensive knowledge of alternative investments
- Direct experience working for or with Asset Management or Wealth Management firms is highly preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with stakeholders and clients
- Series 7 and 63 licenses preferred
Benefits
The base salary range for this role is $150,000 to $225,000. 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.
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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