Enterprise Business Development, RIA Channel - Vice President

The role

This professional will develop and manage relationships with large clients and prospects within the RIA channel. The role involves driving new business initiatives, creating pitch decks, and managing client implementation efforts.

What you will do

• Identify and drive new enterprise opportunities with new clients, prospects, and existing clients.
• Promote a consultative approach to acquire new enterprise accounts.
• Educate clients on technology capabilities.
• Provide detailed pipeline updates and reports.
• Communicate client and prospect feedback to the organization.
• Lead platform and system demonstrations for new prospects.
• Lead responses to RFPs.
• Work collaboratively on client launches and strategic initiatives.

Required qualifications

• 10+ years of experience in a business development/relationship management capacity
• 10+ years of experience working within financial services or financial technology industry
• Proven ability to deliver and commercialize a complex, multi-faceted product set and / or technology platform for sophisticated clients
• Strong domain expertise in Alternative Investments, Structured Investments, and Annuities
• Demonstrated track record of building, expanding, and sustaining relationships with senior decision makers and key stakeholders
• Experience operating effectively in a dynamic, fast-paced, entrepreneurial environment
• Demonstrated ability to organize client coverage across product lines and client channels
• Highly detail-oriented
• Strong client service orientation

Benefits

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Subsidized healthcare
• 100% employer paid dental
• 100% employer paid vision
• Telemedicine
• Virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is a company seeking to develop its enterprise presence in the US wealth channel.