Enterprise Coverage and Client Management, RIA's - Vice President / Senior Vice President

iCapital(3 days ago)

HybridFull TimeSenior$160,000 - $225,000Client Management

About this role

iCapital is seeking a senior executive to manage and deepen relationships with its existing enterprise wealth clients. The role involves strategic planning, delivering tailored solutions, and collaborating with various teams to improve client engagement and identify new revenue opportunities.

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Required Skills

Client Management
Relationship Management
Wealth Tech
Structured Investments
SaaS
Strategic Planning
Enterprise Solutions
Communication
Financial Services
Regulatory Compliance

About iCapital

icapital.com

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.

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