International Client Solutions - Vice President / Senior Vice President
iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $194 billion in global client assets invested in 1,605 funds, as of July 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the International Client Solutions team developing iCapital’s international enterprise presence in the US Asset Management channel. This team will partner with the US Relationship Management team to develop and manage global relationships with iCapital’s largest clients, and prospects, within the Asset Management and General Partner community, specifically as it relates to non-US strategic distribution priorities. This individual will drive the acquisition of new clients, while driving new business initiatives with existing clients. The ideal candidate will analyze markets outside the US and develop strategies for new client acquisition, create and deliver compelling presentations, help negotiate contracts, and prioritize opportunities with existing clients.
Responsibilities
- Understand iCapital’s existing onshore and offshore manufacturing and technology-focused offerings across Canada, LATAM, EMEA and APAC and identify and drive new opportunities with prospects and existing clients using a consultative approach to client engagement.
- Identify and drive product offerings in new international markets based on market analysis and consultation with clients about their current and future strategic initiatives.
- Coordinate internally with Product Development functions globally to ensure clients receive an efficient and consistent global experience, serving as a point of escalation when issues arise.
- Respond appropriately to inbound inquiries and vet opportunities.
- Cross-sell iCapital offerings such as Portfolio Allocation (Architect), Model Portfolios, and Education.
- Identify, prioritize, and drive new opportunities with our existing client base. This responsibility involves close alignment, and partnership, with our Client Management team and other specialists within our organization.
- Highlight iCapital’s fund creation and technology capabilities in one-on-one and group settings, including industry conferences.
- Provide detailed pipeline updates and reports to be shared with company management, Client Management teams, and other interested internal stakeholders.
- Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.
Qualifications
- 10-15+ years of experience in a business development/relationship management capacity; International experience is preferred
- 10-15+ years of experience working within financial services or the financial technology industry; International experience is Preferred
- Comprehensive understanding and experience at the intersection of Private Asset Management and Wealth Management
- Strong knowledge of the Alternative Investments industry and key stakeholders; Admins, Transfer Agents, Custodians
- Command of the evolving private fund offering landscape including the expanding set of registered, evergreen private asset funds (across the different asset classes)
- Able to deliver a complex and varied product set and/or a technology product offering to Enterprise clients
- Strong track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with key stakeholders and clients
Benefits
The base salary range for this role is $190,000 to $230,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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