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iCapital is looking to hire a Senior Vice President or Managing Director to join the iCapital Solutions team, specifically focused on relationship management among the service providers of the company’s largest Asset and Wealth Management clients. This position will play a key role in assisting with the management, development, and maintenance of current third-party partnerships including custodians, transfer agents and administrators, and will work closely with other senior members of the Platform Partnerships team and internal stakeholders. This is a critical, technical role, focusing on the delivery and ongoing support of iCapital’s full suite of technology solutions, spanning alternatives and structured investments, to the independent wealth channel and enterprise partners. This individual will be responsible for developing and executing the company’s strategy in establishing strategic partnerships that extend access to and further embed iCapital as part of the Wealth Management ecosystem.
Job Responsibility:
Create a strategic business plan for operational coverage of the largest service providers and partners including custodians, transfer agents, and administrators
Serve as the senior relationship stakeholder for the management of these relationships, integration and execution of partnership proposals
Develop and maintain successful working relationships with senior leaders throughout the organization and promote mutually beneficial relationships between partners and the organization
Collaborate with all appropriate parties to ensure effective execution of goals and initiatives
Work with Management to determine internal and external vendor reporting requirements and enforce the delivery of accurate and timely information
Analyze partner performance data on a regular basis and perform follow-up activities to ensure partners adhere to company quality measures
Coordinate regular performance reviews with partners and communicate needed improvements
Organize in-person quarterly meetings with all partners to review the relationship status, discuss the state of the union, address any current material issues, and discuss business updates and opportunities on both sides
Maintain broad influence through the ongoing development of relationships across the organization
Drive process improvement, in part by organizing ongoing partner and prospect requests, and leveraging available technology
Requirements:
15+ years of experience in an administrator or vendor management, business development, or relationship management capacity
Strong commercial knowledge on industry standards and the competitive process
Able to leverage existing relationships and build strong new relationships
Demonstrated leadership and management abilities including project management and strong detail-orientation
Excellent presentation and verbal and written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels
Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills and able to create simple, compelling narratives for senior audience
Highly collaborative, experience working within a cross-regional organization, managing and coordinating teams across different locations
Strong desire to work in a fast growing, entrepreneurial environment
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