Vice President of Enterprise Coverage and Client Management (RIA's)

Join iCapital, a leading financial technology company, as the Vice President of Enterprise Coverage and Client Management. In this senior-level role, you will manage relationships with existing enterprise Registered Investment Advisor (RIA) clients, drive adoption of our technology platform, and identify new revenue streams. You will collaborate with other departments to deliver best-in-class solutions and provide exceptional client service. The position offers a competitive salary, generous benefits, and the opportunity to work in a dynamic and fast-paced environment.

• Develop and strengthen existing relationships with RIA clients, driving enterprise adoption of our technology platform and infrastructure.
• Collaborate with other departments to deliver best-in-class solutions and the highest quality client service and execution.
• Co-own identifying new revenue streams within existing clients alongside the Business Development team, driving day-to-day engagement with RIA clients.
• Direct experience working for or with wealth management firms is highly preferred
• Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
• Passion for client service and exceeding client expectations
• 10+ years of experience in a technical relationship management capacity
• Excellent organizational skills and attention to detail
• Extensive knowledge of alternatives and/or structured investments is highly preferred
• Able to meet deadlines and work effectively under pressure
• Series 7 and 63 licenses is preferred
• Experience with SAAS offerings and wealth tech platforms is preferred
• Strategic mindset and able to work independently
• Excellent verbal and written communication skills