Client Management - Vice President / Senior Vice President
iCapital
- New York City, NY
- Permanent
- Full-time
- Develop and strengthen existing relationships with Wealth Managers.
- 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 a key role as the primary touchpoint for several strategic wealth management clients.
- Co-own identifying new revenue streams within existing clients alongside the Business Development team.
- Drive day-to-day engagement with enterprise wealth clients to ensure 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.
- 10+ years of experience in a technical relationship management capacity
- Extensive knowledge of alternatives and/or structured investments is highly preferred
- Direct experience working for or with wealth management firms is highly preferred
- Experience with SAAS offerings and wealth tech platforms is preferred
- 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
- Series 7 and 63 licenses is preferred