Senior Vice President of Business Development, iCapital
Private Bank and Wirehouse
$200-250k
+ Equity and an annual performance bonus
More information about location
4-5 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$200-250k
+ Equity and an annual performance bonus
More information about location
4-5 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- ICapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the team developing iCapital’s enterprise presence in the US wealth channel, particularly focusing on managing and growing relationships with our largest clients in Private Banks and Wirehouses
- 12+ years of experience in a business development/relationship management related role
- 12+ years of experience working within financial services or financial technology industry
- Robust knowledge and experience with Alternative Investments
- Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to Enterprise clients
- Strong track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with key stakeholders and clients
- Series 7 and 63 licenses are preferred
What the job involves
- This team develops and manages relationships with iCapital’s largest clients in Private Banks and Wirehouses
- This role will be instrumental in growing and expanding the company’s presence and client base
- This individual will drive new business initiatives and lead the development of our GTM strategy
- Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels, negotiating contracts, and leading implementation efforts
- Drive enterprise adoption of our technology platform and infrastructure
- Promote a consultative approach to deepen and expand current relationships and source new relationships across the iCapital platform of offerings
- Centralize client coverage efforts and ensure team alignment to support client needs
- Educate clients on the depth of the technology’s capabilities and drive new mandates and business activities
- Create and deliver executive presentations and report on key initiatives and business activity
- 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
- 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
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
Insights
Few candidates hear
back within 2 weeks
42% employee growth in 12 months
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
Articles
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
Salary benchmarks
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Diversity, Equity & Inclusion at iCapital
- We consider applicants of all backgrounds. If you are excited about what we’re building but don't meet some of the criteria above, please don’t let that discourage you from applying
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