Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on our existing relationships within Wires & Private Banks. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes.
What they're looking for
- Develop & deepen existing relationships with Wires & Private Banks clients
- Drive enterprise adoption of our technology platform and infrastructure
- Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings
- Play key role as the primary touchpoint for several strategic clients
- 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
More about this role
iCapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on our existing relationships within Wires & Private Banks. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients’ needs and collaborate with other departments to deliver best-in-class solutions and the highest quality client service and execution. This role will also partner with Business Development to uncover new expansion opportunities within this set of existing clients. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of solutions, to the wealth channel.
Responsibilities
- Develop & deepen existing relationships with Wires & Private Banks clients.
- Drive enterprise adoption of our technology platform and infrastructure.
- Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
- Play key role as...
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