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Job description
ICapitalis 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
Thispositionwill 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 ofiCapital’sfull 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 highlypreferred10+ years of experience in a technical relationshipmanagementcapacityAble to meet deadlines and work effectively under pressureSeries 7 and 63 licensespreferredExcellent verbal and written communication skillsStrategic mindset and able to workindependentlyExperience with SAAS offerings and wealth tech platforms preferredPassion for client service and exceeding client expectationsDemonstrated client service skills and ability to carry enterprise relationships with little to nooversightExtensive knowledge of alternatives and/or structured investments is highly preferredExcellent organizational skills and attention to detail
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.