Relationship Manager, iCapital
Business Development, RIA Enterprise Vice President
$80-100k
+ Equity
Monday-Thursday in office
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
$80-100k
+ Equity
Monday-Thursday in office
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 7+ years of experience in structured investments, wealth management distribution, enterprise platforms, national accounts, or related financial services roles
- Strong knowledge of structured investment products and capital markets
- Experience working with RIA home offices, enterprise wealth platforms, and institutional clients
- Demonstrated ability to manage cross-functional initiatives and collaborate across Sales, Product, Technology, and Operations teams
- Strong presentation, communication, and relationship management skills
- Experience supporting enterprise platform solutions, technology integrations, or white-label offerings
- Strategic mindset with the ability to influence stakeholders across large organizations
- Existing relationships within the Enterprise RIA and National Accounts channels are highly desirable
- Series 7 and 63 or 66 licenses are required
- Willingness to travel for client meetings, industry events, and internal coordination
What the job involves
- The Vice President, Enterprise RIA Structured Investments will be responsible for driving platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms
- This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations
- This role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives
- Partner with RIA home offices, CIOs, investment committees, and platform decision-makers to support structured investment adoption and growth
- Develop and execute firm-level adoption strategies across large advisor networks and enterprise platforms
- Act as the primary liaison between enterprise RIA clients and internal teams to ensure a seamless client experience and platform effectiveness
- Coordinate structured investment platform initiatives, integrations, and rollout strategies across enterprise clients and internal stakeholders
- Partner closely with the Sales, Product, Technology, and National Accounts teams to align platform capabilities with client needs and business objectives
- Drive utilization of structured investment technology tools and resources across regional coverage teams
- Identify and prioritize platform enhancements, workflow improvements, and technology-driven solutions to improve advisor engagement
- Support enterprise presentations, RFPs, platform reviews, and strategic client meetings
- Collaborate with Enterprise RIA coverage teams to deepen existing relationships and identify opportunities for expanded platform integration
- Serve as a central coordination point across internal and external stakeholders, ensuring consistency in messaging, execution, and client engagement
- Position structured investments within iCapital's broader platform offering and support overall enterprise growth 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 2025, the company services nearly $500 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, impressive funding 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
42% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Jul 2025
$820m
SERIES E
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)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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