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Salary: USD 165,000 - 200,000 / annual
iCapital is seeking a Vice President to join the Enterprise Wealth Client Management team, focused on managing and deepening relationships with existing Wires & Private Banks clients. This is a senior-level, technical role responsible for quarterbacking client relationships, ensuring full delivery and execution of iCapital's suite of offerings across all asset classes.
Key Responsibilities:
- Develop and deepen existing relationships with Wires & Private Banks clients
- Drive enterprise adoption of iCapital's technology platform and infrastructure
- Promote a consultative approach to expand current relationships across the full iCapital platform
- Serve as the primary touchpoint for several strategic clients
- Manage and lead internal projects, developing frameworks and processes for team management
- Create presentations with significant data and analysis for internal meetings and strategic initiatives
- Collaborate with cross-functional teams on fund launches and strategic initiatives
- Drive day-to-day engagement with Enterprise Wealth clients, ensuring highest-level delivery and execution
- Partner with Business Development to uncover new expansion opportunities within existing clients
- Collaborate with other Client Management associates across iCapital Solutions on tactical and strategic initiatives regarding client penetration and opportunity identification
Requirements:
- 10+ years of experience in a technical relationship management capacity
- Extensive knowledge of alternatives and/or structured investments (highly preferred)
- Direct experience working for or with wealth management firms (highly preferred)
- Series 7 and 63 licenses (preferred)
Compensation: Base salary range $165,000–$200,000 annually, plus equity for all full-time employees and annual performance bonus. Benefits include employer-matched retirement plan, 100% employer-paid dental and vision, telemedicine, virtual mental health counseling, parental leave, and unlimited PTO.
Work arrangement: In-office Monday–Thursday with remote flexibility on Friday.
