Vice President of Business Development, iCapital
Private Bank & Wirehouse
$140-185k
+ Equity & An 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
$140-185k
+ Equity & An 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
- 10+ years of experience working within financial services industry, with 5+ years of experience in a business development/relationship management related role
- Knowledge and experience with Alternative Investments
- Positive attitude, and a desire to work in a fast-moving entrepreneurial environment
- Willingness to learn and adapt to new responsibilities
- Detail-oriented, self-starter that is accustomed to project work with tight deadlines
- Able to handle multiple tasks and prioritize assignments
- Strong analytical skills with experience creating and analyzing financial models
- 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 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
- This role will be instrumental in growing our impact with these clients and delivering new and innovative products and solutions
- This individual will be part of the team that drives new business initiatives and leads the development of our GTM strategy
- Additional responsibilities include, but are not limited to, prospecting new relationships, create compelling pitch decks, complete market analysis, engaging with clients through various channels, reviewing contracts, and organizing implementation efforts
- This position offers a unique opportunity to contribute significantly across iCapital’s organization and to our success within the wealth management industry
- Cultivate relationships with both new clients and prospects, and within our existing client base. This responsibility involves close alignment, and partnership, with our Client Management team and other specialists within our organization
- Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition
- Educate clients on the depth of iCapital’s technology capabilities
- Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders
- 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
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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