Enterprise RIA Business Development Analyst / Associate, iCapital

$90-120k

Plus equity for all full-time employees, and an annual performance bonus

Junior, Mid and Senior level

New York

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

FintechB2BBankingInvestingSaaS

Be an early applicant

$90-120k

Plus equity for all full-time employees, and an annual performance bonus

Junior, Mid and Senior level

New York

More information about location

4 days a week in office

1001+ employees

FintechB2BBankingInvestingSaaS

Company mission

To power the world’s alternative investment marketplace.

Job

Company

Role

Who you are

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 wealth channel
2-5 years of experience in a business development/relationship management capacity
2-5 years of experience working within financial services or financial technology industry
Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to clients
Strong experience with Alternative Investments, Structured Investments, and/or Annuities
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 and 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 helps manage relationships with iCapital’s largest clients and prospects, within the RIA channel
This role is instrumental in growing and expanding the company’s presence and client base
This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients
As part of these responsibilities, the candidate will create compelling pitch decks, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts
Support a team responsible for identifying and driving new enterprise opportunities 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

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.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job

View 35 more jobs at iCapital