Assistant Vice President / Vice President, iCapital
GP Business Development
$145-195k
+ Equity + Annual performance bonus
More information about location
4+ days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$145-195k
+ 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
- 5-10 years of experience in a business development/relationship management capacity
- 5-10 years of experience working within financial services or the financial technology industry
- Comprehensive understanding and experience at the intersection of private asset management and wealth management
- Command of the evolving private fund offering landscape including the expanding set of registered, evergreen private asset funds across the different asset classes
- Able to deliver a complex and varied product set and/or a technology product offering to enterprise clients
- Strong experience and understanding of alternative investments
- 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
- ICapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital’s enterprise presence in the US Asset Management Channel
- This team develops and manages relationships with iCapital’s largest clients, and prospects, within the Asset Management and General Partner community
- This role is instrumental in growing our client base and expanding the company’s presence
- This individual is expected to drive the acquisition of new clients, while driving new business initiatives with existing clients
- This person is expected to analyze the market and develop strategies for new client acquisition, create and deliver compelling presentations, help negotiate contracts, and prioritize opportunities with existing clients
- Identify and drive new opportunities with prospects based on market analysis and execute using a consultative approach to client engagement
- Respond to inbound inquiries, vet opportunities, and respond appropriately
- Identify, prioritize, and drive new opportunities with our existing client base. This responsibility involves close alignment, and partnership, with our Client Management team and other specialists within our organization
- Highlight iCapital’s fund creation and technology capabilities in one-on-one and group settings, including industry conferences
- Provide detailed pipeline updates and reports to be shared with company management, our Client Management teams and other interested internal stakeholders
- Provide detailed pipeline updates and reports to be shared with company management, our Client Management teams, and other interested internal stakeholders
- Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness
- 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
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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