RIA, Family Office Business Development - Vice President

$120,000 - $150,000/Yr

Icapital - New York, NY

Full-time - Senior

New York, NY

Health and Personal Care Retailers

About the position

The Vice President of Family Office Business Development at iCapital is a key role focused on expanding the company's presence in the US wealth channel, particularly within the RIA and Family Office sectors. This position involves developing and maintaining relationships with high-net-worth clients and wealth managers, driving new business initiatives, and enhancing client engagement through strategic presentations and market analysis. The role is pivotal in promoting iCapital's financial reporting services and technology capabilities, ensuring a consultative approach to client acquisition and retention.

Responsibilities

• Identify and drive new opportunities with both new clients and within the existing client base.
• Develop new relationships with Wealth Managers, Family Offices, and high net worth individuals.
• Promote a consultative approach to identify and acquire new enterprise accounts who would use all or parts of iCapital's proposition.
• Educate clients on the depth of iCapital's technology capabilities.
• Provide detailed pipeline updates and reports to be shared with Client Management teams and other internal stakeholders.
• Communicate feedback from clients and prospects to improve delivery of solutions and enhance the overall client experience.
• Lead platform and system demonstrations for new prospects, respond to RFPs, and collaborate with internal and external teams on client launches and strategic initiatives.

Requirements

• 12+ years of experience in a business development or relationship management capacity.
• 12+ years of experience working within financial services or the financial technology industry.
• Ability to deliver a complex and varied product set and/or a technology product offering to Enterprise clients.
• Experience with alternative investments, structured investments, and/or annuities.
• Strong experience with performance reporting platforms and associated data management.
• Strong track record of building and maintaining client relationships with key decision makers.
• Experience working in a dynamic and fast-paced entrepreneurial environment.
• Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models.
• Excellent verbal and written communication skills.
• Strategic mindset and ability to work independently.
• Demonstrated client service skills with key stakeholders and clients.

Benefits

• Base salary range of $120,000 to $150,000 plus commission eligibility.
• Comprehensive benefits package including employer matched retirement plan.
• Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave.
• Unlimited paid time off (PTO).
• Flexibility to work remotely one day a week, with four days in the office.