Senior Vice President of Client Management, iCapital
$185-225k
+ Equity + Annual Performance Bonus
More information about location
4 days a week in office
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
$185-225k
+ Equity + Annual Performance Bonus
More information about location
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 15+ years of experience in a technical relationship management capacity
- Extensive knowledge of alternatives and/or structured investments is highly preferred
- Direct experience working for or with wealth management firms is highly preferred
- Experience with SAAS offerings and wealth technology platforms is preferred
- Excellent organizational skills and attention to detail
- Excellent verbal and written communication skills
- Able to meet deadlines and work effectively under pressure
- Passion for client service and exceeding client expectations
- Strategic mindset and able to work independently
- Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
- Series 7 and 63 licenses are preferred
What the job involves
- ICapital is looking to hire a Senior Vice President to join the iCapital Solutions team, focused on our existing enterprise wealth relationships
- This position will play a central role in managing relationships within existing enterprise wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes
- The team strives to understand their clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution
- This role will also partner with the Business Development team to uncover new expansion opportunities within this set of existing clients
- This is a senior-level technical role focused on the delivery and ongoing support of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the wealth channel
- Develop and strengthen existing relationships with wealth managers
- Drive enterprise adoption of our technology platform and infrastructure
- Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings
- Play a key role as the primary touchpoint for several strategic wealth management clients
- Assist with identifying new revenue streams within existing clients alongside the Business Development team
- Drive day-to-day engagement with Enterprise Wealth clients to ensure we deliver and execute at the highest level for iCapiral’s clients
- Collaborate with other Client Management associates across the iCapital Solutions department to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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