Vice President of Enterprise Coverage and Client Management (Wires/Private Banks)
Posted Updated
Description
- ICapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on our existing relationships within Wires & Private Banks
- This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes
- The team strives to understand their clients’ needs and collaborate with other departments to deliver best-in-class solutions and the highest quality client service and execution
- This role will also partner with Business Development to uncover new expansion opportunities within this set of existing clients
- This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of solutions, to the wealth channel
- Develop & deepen existing relationships with Wires & Private Banks clients
- Drive enterprise adoption of our technology platform and infrastructure
- Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings
- Play key role as the primary touchpoint for several strategic clients
- Manage and lead internal projects and develop frameworks and processes for ongoing team management
- Develop presentations with significant data and analysis for internal meetings and projects
- Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives
- Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients
- Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification
- Direct experience working for or with wealth management firms is highly preferred
- 10+ years of experience in a technical relationship management capacity
- Able to meet deadlines and work effectively under pressure
- Series 7 and 63 licenses preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Experience with SAAS offerings and wealth tech platforms preferred
- Passion for client service and exceeding client expectations
- Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
- Extensive knowledge of alternatives and/or structured investments is highly preferred
- Excellent organizational skills and attention to detail