Business Development Associate / Assistant Vice President, iCapital
Data Solutions
+ Equity + Annual performance bonus
3-4 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
+ Equity + Annual performance bonus
3-4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 5+ years of experience in a business development/relationship management capacity
- 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
- Experience with Alternative Investments, Structured Investments, and/or Annuities
- Strong experience with performance reporting platforms and associated data management
- 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
- Fluency in English is required, other European/Asian languages a plus
What the job involves
- ICapital Data Solutions Team is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Business Development team expanding iCapital’s financial reporting services presence in EMEA and APAC wealth channels
- This team develops relationships with iCapital’s largest clients and prospects, within the RIA and Family Office channel
- The Data Solution team offers financial reporting services for the family office and wealth management industry
- 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 presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts
- Responsible for identifying and driving new opportunities with both new clients and prospects, and within our existing client base. This responsibility involves close alignment and partnership with our reporting teams and other specialists within our organization
- Develop new relationships with Wealth Managers, Family Offices, and High Net Worth Individuals
- 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
Salary benchmarks
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.
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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