Back to jobs
New

Retirement Sales and Client Services - Vice President / Senior Vice President

Greenwich, Connecticut, United States; New York, New York, United States

About the Role

iCapital is looking to hire a Vice President or Senior Vice President to join the new Alternatives in Retirement Portfolios team. The team is not here to tweak the edges of retirement investing, we are here to reinvent it. Join iCapital’s entrepreneurial team building a bold new path for retirement portfolios, where innovation drives progress and legacy approaches are reimagined.

The industry-wide focus on adding alternative and private market asset classes to defined contribution plans, leads iCapital to seek a leadership position in this emerging space, and is launching an agile, entrepreneurial effort to quickly scale across both the product and distribution facets of the industry.  The initial team will be laser-focused on launching new products and vehicles for Defined Contribution (DC) plans, establishing and expanding relationships with existing clients, and establishing a foothold and market presence in new markets for the firm. Those target markets include direct to plan sponsor, institutional investment consultants, MEPs and PEPs, plan advisors, managed account providers, recordkeepers, and other service providers in the defined contribution ecosystem. 

The alternatives in retirement portfolios team strives to understand our clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a senior-level distribution role focused on the delivery and ongoing support of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the retirement channel, broadly defined.

Responsibilities

  • Partner with the Head of the Alternatives in Retirement Portfolios team to build the business.
  • Deepen relationships with existing GP clients and wealth managers by expanding engagement in the emerging retirement alternatives space, including support for their defined contribution (DC) plan advisor businesses.
  • Establish new relationships with the DC and retirement ecosystem: plan sponsors, recordkeepers, managed account providers, other relevant fintech and wealthtech players in the retirement arena.
  • Develop highly focused sales strategies for specific GP partners, products and channels.
  • Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.
  • 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 multiple GP relationships in the retirement channel.
  • Co-own identifying new revenue streams within existing clients alongside the Business Development team.

 

Qualifications

  • 10+ years of experience in an asset management or DC relationship management or sales capacity
  • Extensive knowledge of alternatives and/or structured investments is highly preferred
  • Direct experience working for or with alternative investment management firms, DC specialist asset managers or recordkeepers (or other relevant service providers within the DC ecosystem, such as managed account providers) is highly preferred
  • Extensive network across the defined contribution (DC) ecosystem, including key stakeholders and strategic partners.
  • Experience with DC-related fintech or wealth tech is a plus
  • Established presence in DC universe including leadership roles in industry associations (DCIIA, NAPA, SPARK, DCALTA)
  • Demonstrates a strong passion for client service and consistently exceeds expectations, while thriving in high-visibility industry environments
  • Background in thought leadership such as writing or contributing to white papers, industry publications
  • Comfortable with significant travel requirements
  • Entrepreneurial approach, passion for building new businesses
  • CFA, CAIA and/or other retirement-related designations are preferred
  • Series 7 and 63 licenses are required

 

Benefits

The base salary range for this role is $160,000 to $245,000.  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.

Create a Job Alert

Interested in building your career at iCapital? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role. *
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.