Business Development and Enterprise Coverage, Private Banks and Wirehouses - Vice President

New York City, NY Open
iCapital Network is looking for Business Development and Enterprise Coverage, Private Banks and Wirehouses - Vice President in New York City, NY. This local job opportunity with ID 3869412456 is live since 2026-10-05 08:12:45.

Overview

As Vice President, you will expand iCapital's enterprise presence in the US wealth-management sector by nurturing large client relationships and supporting cross-functional teams. You'll lead client prospecting, ongoing relationship management, and platform demonstrations, while collaborating on strategic initiatives and fund launches. Your work will shape go-to-market activities, RFP responses, and presentations that drive revenue and client satisfaction. This role offers impact across a fast-growing fintech-enabled wealth ecosystem and significant cross-team collaboration.

Compensation / Benefits
  • base salary $145,000-$175,000
  • equity for all full-time employees
  • annual performance bonus
  • employer matched retirement plan
  • 100% employer-paid dental, vision, and telemedicine
  • mental health counseling and parental leave
Responsibilities
  • Develop new and existing wealth manager relationships and assist other relationship managers
  • Support senior staff on tasks for strategic wealth manager clients
  • Lead platform and system demonstrations for prospects; respond to RFPs
  • Collaborate with Relationship Managers, Sales, and Senior Executives on sales strategy, CRM, and marketing
  • Manage internal projects and develop processes for ongoing team management
  • Create presentations with data-driven insights for internal meetings and initiatives
  • Coordinate with cross-functional teams on fund launches, closes, and strategic initiatives
Key requirements
  • 6+ years in business development or relationship management
  • 6+ years in financial services or fintech
  • Knowledge and experience with Alternative Investments
  • Direct experience with wealth management firms
  • Excellent verbal and written communication
  • Strategic mindset and ability to work independently
  • Strong client service skills with stakeholders and clients
  • Series 7 and 63 licenses are preferred
  • Strategic thinking
  • Independence and initiative
  • Cross-functional collaboration
  • CRM knowledge
  • Platform demonstrations
  • RFP responses

Required Skills