Relationship Manager (Business Development, RIA Enterprise Vice President)
iCapital · New York, United States
About The Role
Join iCapital, a leading financial technology company, as a Vice President in the Enterprise RIA Structured Investments division. In this role, you will drive platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms. You will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping to scale structured investment capabilities across large, complex organizations. You will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives.
- Partnership with RIA home offices, CIOs, investment committees, and platform decision-makers to support structured investment adoption and growth.
- Development and execution of firm-level adoption strategies across large advisor networks and enterprise platforms.
- Coordination of structured investment platform initiatives, integrations, and rollout strategies across enterprise clients and internal stakeholders.
- Strong presentation, communication, and relationship management skills
- Experience supporting enterprise platform solutions, technology integrations, or white-label offerings
- 7+ years of experience in structured investments, wealth management distribution, enterprise platforms, national accounts, or related financial services roles
- Demonstrated ability to manage cross-functional initiatives and collaborate across Sales, Product, Technology, and Operations teams
- Willingness to travel for client meetings, industry events, and internal coordination
- Experience working with RIA home offices, enterprise wealth platforms, and institutional clients
- Series 7 and 63 or 66 licenses are required
- Strong knowledge of structured investment products and capital markets
- Strategic mindset with the ability to influence stakeholders across large organizations
- Existing relationships within the Enterprise RIA and National Accounts channels are highly desirable
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