iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $200 billion in global client assets invested in 1,634 funds, as of September 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking a highly motivated, outgoing, and experienced professional to join the Relationship Management team to lead all client coverage activities within the US Asset Management Channel. This team develops and manages relationships with iCapital’s largest clients, and prospects, within the Asset Management and General Partner community. This role is instrumental in growing our client base and expanding the company’s presence. This individual is expected to drive the acquisition of new clients, while driving new business initiatives with existing clients. This person is expected to analyze the market and develop strategies for new client acquisition, while also ensuring iCapital is positioned to develop deeper relationships with our existing GP client base.

Responsibilities

• Identify and drive new opportunities with prospects based on market analysis and execute using a consultative approach to client engagement.
• Identify, prioritize, and drive new opportunities with our existing client base.
• Manage a team of ~15 people who are responsible for client management, business development and executing all business engagements with our GP client base.
• Highlight iCapital’s fund creation and technology capabilities in one-on-one and group settings, including industry conferences.
• Help manage all internal stakeholder teams (Product, Technology, Legal, Solutions etc) to ensure leadership has line-of-site on strategy and plans.
• Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness.
• 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.

Qualifications

• 20+ years of experience in a business development/relationship management capacity
• 20+ years of experience working within financial services or the financial technology industry
• Comprehensive understanding and experience at the intersection of Private Asset Management and Wealth Management
• Command of the evolving private fund offering landscape including the expanding set of registered, evergreen private asset funds (across the different asset classes)
• Able to deliver a complex and varied product set and/or a technology product offering to Enterprise clients
• Strong experience and understanding of alternative investments
• Strong 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, 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

Benefits

The base salary range for this role is $350,000 to $400,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

 iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.