Enterprise Business Development Assistant Vice President / Vice President (RIA Channel)
iCapital · New York, United States
About The Role
Join iCapital, a leading financial technology company, as an Assistant Vice President/Vice President in the RIA Channel. In this role, you will be responsible for developing and managing relationships with iCapital's largest clients and prospects, driving new business initiatives, and expanding the company's presence in the US wealth channel. You will create compelling pitch decks, develop market analysis and strategy, negotiate contracts, and organize implementation efforts. Additionally, you will educate clients on iCapital's technology capabilities, provide pipeline updates, and lead platform demonstrations for new prospects.
- Develop and manage relationships with iCapital’s largest clients and prospects within the RIA channel, driving new business initiatives and client acquisition.
- Create compelling pitch decks, develop market analysis and strategy, help negotiate contracts, and organize implementation efforts to support new business initiatives.
- Collaborate with internal teams to identify and drive new enterprise opportunities, promote a consultative approach to acquire new enterprise accounts, and educate clients on iCapital’s technology capabilities.
- Demonstrated track record of building, expanding, and sustaining relationships with senior decision makers and key stakeholders
- 5+ years of experience in a business development/relationship management capacity
- Highly detail-oriented, with the ability to collaborate cross-functionally to deliver accurate execution and optimal client outcomes
- 5+ years of experience working within financial services or financial technology industry
- Strong domain expertise in Alternative Investments, Structured Investments, and Annuities
- Series 7 and 63 licenses are preferred
- Demonstrated ability to organize client coverage across product lines and client channels, driving depth of penetration and coordinated, consolidated support models
- Strong client service orientation, with a consistent focus on responsiveness, follow-through, and stakeholder management
- Experience operating effectively in a dynamic, fast-paced, entrepreneurial environment
- Proven ability to deliver and commercialize a complex, multi-faceted product set and / or technology platform for sophisticated clients
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