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

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.

• 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

• 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

• 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