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

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iCapital Network

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Location:
United States , New York

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Category:
Finance

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Contract Type:
Not provided

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Salary:

160000.00 - 225000.00 USD / Year
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Job Description:

iCapital is looking to hire a Vice President / Senior Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing Enterprise Wealth 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 customized 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 of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the wealth channel.

Job Responsibility:

  • Develop & deepen existing relationships with wealth managers
  • Drive enterprise adoption of our technology platform and infrastructure
  • Leading strategic planning sessions or onsite meetings with enterprise clients
  • 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 wealth management clients
  • Co-own identifying new revenue streams within existing clients alongside Business Development
  • 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
  • Acting as escalation point for complex operational, platform, or regulatory matters

Requirements:

  • 10+ years of experience in a technical relationship management capacity
  • Extensive knowledge of alternatives and/or structured investments is highly preferred
  • Direct experience working for or with wealth management firms is highly preferred
  • Experience with SAAS offerings and wealth tech platforms preferred
  • Excellent organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Able to meet deadlines and work effectively under pressure
  • Passion for client service and exceeding client expectations
  • Strategic mindset and able to work independently
  • Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
  • Series 7 and 63 licenses preferred

Nice to have:

  • Extensive knowledge of alternatives and/or structured investments
  • Direct experience working for or with wealth management firms
  • Experience with SAAS offerings and wealth tech platforms
  • Series 7 and 63 licenses
What we offer:
  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
  • Flexibility to work remotely on Friday

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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