Senior Vice President / Managing Director of Business Development and Enterprise Coverage, iCapital
Private Bank and Wirehouse
$225-275k
+ 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
$225-275k
+ 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
- 10+ years of experience in a business development or relationship management capacity, with a focus on enterprise or technology sales
- Extensive knowledge of alternative investments
- Direct experience working for or with wealth management firms is highly preferred
- Experience with SAAS offerings and wealth technology platforms are preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Strong knowledge of Microsoft Office, specifically PowerPoint
- 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 seeking a highly motivated, outgoing, and experienced business development professional to join the team focused on expanding the firm’s enterprise presence within the U.S. independent wealth channel
- This team manages relationships with iCapital’s largest Private Bank and Wirehouse clients, and this role will be instrumental in driving growth and deepening client engagement
- The ideal candidate will lead new business initiatives and go-to-market strategies, maintain and grow senior-level relationships, and coordinate client needs across the firm
- This individual will be instrumental in growing and expanding the company’s presence and client base driving new business initiatives and GTM strategies, managing and maintain senior relationships, and play a key role in coordinating client needs across the firm
- 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
- This is a high-impact role for someone who thrives in a fast-paced, collaborative environment and is passionate about delivering value to clients while driving strategic growth
- Develop existing relationships with wealth managers including private banks and wirehouses
- Play a key role as strategic client leadership for several key wealth management clients
- Identify opportunities to introduce new products and services that expand client footprint and drive growth
- 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
- Manage and lead internal projects and develop frameworks and processes for ongoing team management
- Develop presentations with significant data and analysis for internal meetings and projects
- Work alongside the Client Solutions team to develop meaningful measurements of success
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 7 rounds)
Jul 2025
$820m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
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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