NEW YORK, NYPosted 30+ days ago

Job summary

• Job post source

  This job is directly from iCapital

• Job overview

  The Vice President role at iCapital focuses on managing and growing relationships with wirehouses and broker dealers within the wealth management industry, supporting the delivery of technology solutions for high-net-worth client investments.

• Responsibilities and impact

  The VP will develop and maintain wealth manager relationships, act as relationship manager for strategic clients, collaborate on fund launches and initiatives, lead internal projects, and work with the Client Solutions team to measure success.

• Compensation and benefits

  The role offers a base salary range of $155,000 to $180,000, equity for full-time employees, annual performance bonuses, employer-matched retirement plans, comprehensive healthcare including dental, vision, telemedicine, mental health counseling, parental leave, and unlimited PTO.

• Experience and skills

  Candidates should have 10+ years in business development or relationship management, preferably with wealth management firms, strong knowledge of alternative investments, experience with SaaS and wealth tech platforms, excellent communication skills, and preferred Series 7 and 63 licenses.

• Work environment and culture

  iCapital promotes innovation through collaboration with a hybrid work model requiring office presence Monday-Thursday and remote work on Fridays, emphasizing diversity and equal opportunity.

• Company information

  iCapital is a fintech company transforming alternative investment marketplaces, managing $232 billion in assets, recognized by Forbes and industry awards for innovation and workplace excellence.

• Team overview

  The VP will join the iCapital Solutions team focused on wirehouses and broker dealers, working collaboratively with internal cross-functional teams and senior executives.

• Job location and travel

  The position requires working in the office Monday through Thursday with remote work flexibility on Fridays.

• Unique job features

  The role involves strategic relationship management in a leading fintech platform with significant impact on the alternative investment market and offers a comprehensive benefits package and equity participation.

Company overview

iCapital is a financial technology company that provides a platform for alternative investments, including private equity, hedge funds, and real estate. They make money by offering technology solutions that streamline the investment process for wealth managers and financial advisors, earning fees from facilitating these transactions. Founded in 2013, iCapital has grown rapidly, acquiring several competitors and forming partnerships with major financial institutions to expand its reach and capabilities.

How to land this job

• Position your resume to emphasize your 10+ years of experience in business development or relationship management, especially highlighting your expertise with wirehouses, broker dealers, and wealth management firms to align with iCapital's focus.

• Highlight your knowledge of alternative investments and experience with SaaS offerings or wealth technology platforms, as these are key qualifications mentioned in the job description.

• Apply through multiple channels including iCapital's corporate careers page and LinkedIn to maximize your application visibility and ensure you don't miss out on any opportunities.

• Connect with current iCapital professionals in the Solutions team or wealth management divisions on LinkedIn; use ice breakers like commenting on iCapital's recent Forbes Fintech 50 recognition or asking about their experience working with alternative investments and technology solutions.

• Optimize your resume for ATS by incorporating keywords from the job description such as 'relationship management,' 'alternative investments,' 'SaaS,' 'wealth management,' 'strategic initiatives,' and 'client service skills' to increase the chance of passing automated screenings.

• Leverage Jennie Johnson's Power Apply feature to automate tailored resume customization, multi-channel applications, and LinkedIn networking, allowing you to focus your energy on preparing for interviews and strategic follow-ups.