Client Management and Enterprise Coverage, Wires/Private Banks - Vice President

The role

This person will maintain and deepen relationships with existing Wires and Private Banks clients. They will ensure the delivery and execution of the company's suite of offerings across all asset classes.

What you will do

• Develop and deepen existing relationships with Wires and Private Banks clients.
• Drive enterprise adoption of the technology platform and infrastructure.
• Promote a consultative approach to expand current relationships.
• Act as the primary touchpoint for several strategic clients.
• Manage and lead internal projects and develop management frameworks.
• Develop presentations with data and analysis for internal meetings.
• Work with cross-functional teams on fund launches and strategic initiatives.
• Drive day-to-day engagement with Enterprise Wealth clients.
• Collaborate with Client Management associates to drive tactical and strategic initiatives.

Required qualifications

• 10+ years of experience in a technical relationship management capacity
• Excellent organizational skills and attention to detail
• Excellent verbal and written communication skills
• Able to meet deadlines and work effectively under pressure
• Passion for client service and exceeding client expectations
• Strategic mindset and able to work independently
• Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight

Nice to have

• Extensive knowledge of alternatives and/or structured investments
• Direct experience working for or with wealth management firms
• Experience with SAAS offerings and wealth tech platforms
• Series 7 and 63 licenses

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 looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team.