Private Bank and Wirehouse, Business Development - Vice President / Senior Vice President
iCapital
- New York City, NY
- Permanent
- Full-time
- Drive enterprise adoption of our technology platform and infrastructure.
- Promote a consultative approach to deepen and expand current relationships and source new relationships across the iCapital platform of offerings.
- Centralize client coverage efforts and ensure team alignment to support client needs.
- Educate clients on the depth of the technology's capabilities and drive new mandates and business activities.
- Create and deliver executive presentations and report on key initiatives and business activity.
- Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
- 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.
- Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
- 10+ years of experience in a business development/relationship management related role
- 10+ years of experience working within financial services or financial technology industry
- Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to Enterprise clients
- Robust knowledge and experience with Alternative Investments
- Strong track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and ability to work independently
- Demonstrated client service skills with key stakeholders and clients
- Series 7 and 63 licenses are preferred