Jobs Companies iCapital Relationship Manager, Business Development - RIA Enterprise Vice President

À propos de ce poste Relationship Manager, Business Development - RIA Enterprise Vice President chez iCapital

iCapital · Sur site · New York, New York, United States

The Vice President, Enterprise RIA Structured Investments will be responsible for driving platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms. This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations. 

This role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives.

Responsibilities

  • Partner with RIA home offices, CIOs, investment committees, and platform decision-makers to support structured investment adoption and growth.
  • Develop and execute firm-level adoption strategies across large advisor networks and enterprise platforms.
  • Act as the primary liaison between enterprise RIA clients and internal teams to ensure a seamless client experience and platform effectiveness.
  • Coordinate structured investment platform initiatives, integrations, and rollout strategies across enterprise clients and internal stakeholders.
  • Partner closely with the Sales, Product, Technology, and National Accounts teams to align platform capabilities with client needs and business objectives.
  • Drive utilization of structured investment technology tools and resources across regional coverage teams.
  • Identify and prioritize platform enhancements, workflow improvements, and technology-driven solutions to improve advisor engagement.
  • Support enterprise presentations, RFPs, platform reviews, and strategic client meetings.
  • Collaborate with Enterprise RIA coverage teams to deepen existing relationships and identify opportunities for expanded platform integration.
  • Serve as a central coordination point across internal and external stakeholders, ensuring consistency in messaging, execution, and client engagement.
  • Position structured investments within iCapital's broader platform offering and support overall enterprise growth initiatives.

Qualifications

  • 7+ years of experience in structured investments, wealth management distribution, enterprise platforms, national accounts, or related financial services roles
  • Strong knowledge of structured investment products and capital markets
  • Experience working with RIA home offices, enterprise wealth platforms, and institutional clients
  • Demonstrated ability to manage cross-functional initiatives and collaborate across Sales, Product, Technology, and Operations teams
  • Strong presentation, communication, and relationship management skills
  • Experience supporting enterprise platform solutions, technology integrations, or white-label offerings
  • Strategic mindset with the ability to influence stakeholders across large organizations
  • Existing relationships within the Enterprise RIA and National Accounts channels are highly desirable.
  • Series 7 and 63 or 66 licenses are required
  • Willingness to travel for client meetings, industry events, and internal coordination

Benefits

The base salary range for this role is $80,000 to $100,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is eligible for comission. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

 

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Prêt à postuler chez iCapital ?
Postuler chez iCapital

Emplois similaires

iCapital
Software Engineer in Test - Associate
iCapital
⚡ Postuler tôt Salt Lake City, Utah, United S... Sur site $90,000–$110,000
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
iCapital
Software Developer in Test - Vice President
iCapital
⚡ Postuler tôt New York, New York, United Sta... Sur site $130,000–$160,000
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
iCapital
Client Delivery Advocate - Analyst
iCapital
⚡ Postuler tôt Salt Lake City, Utah, United S... Sur site $62,000–$70,000
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
iCapital
Senior Product Designer - Vice President
iCapital
⚡ Postuler tôt Salt Lake City, Utah, United S... Sur site $140,000–$170,000
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
iCapital
Client Delivery Specialist - Assistant Vice President
iCapital
⚡ Postuler tôt Stamford, Connecticut, United... Sur site $90,000–$120,000
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
iCapital
Client Delivery Specialist - Assistant Vice President
iCapital
⚡ Postuler tôt Salt Lake City, Utah, United S... Sur site $90,000–$120,000
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
iCapital
UI Frontend Engineer - Associate
iCapital
⚡ Postuler tôt New York, New York, United Sta... Sur site $100,000–$130,000
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
iCapital
Application Architect - Assistant Vice President
iCapital
⚡ Postuler tôt Salt Lake City, Utah, United S... Sur site $110,000–$130,000
● Nouveau 👁 Vu ✓ Postulé il y a 3 j
iCapital
Enterprise Business Development, RIA Channel - Assistant Vice President / Vice President
iCapital
⚡ Postuler tôt New York, New York, United Sta... Sur site $130,000–$175,000
● Nouveau 👁 Vu ✓ Postulé il y a 3 j

Inscrivez-vous pour des suggestions adaptées aux emplois que vous ouvrez et aux recherches que vous enregistrez.

Plus d’emplois chez iCapital

Voir tous les emplois chez iCapital →

Postuler maintenant
🤖

Doucement — un instant

JobsRadar a été conçu pour de vraies personnes qui traversent une période difficile dans leur recherche d’emploi — pas pour des requêtes automatisées. Vous cliquez beaucoup trop vite et vous êtes maintenant temporairement bloqué.

Revenez plus tard. Si vous cherchez réellement un emploi, nous sommes de votre côté — agissez simplement comme un être humain.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Prenez une longueur d’avance dans votre recherche d’emploi.

Rejoignez notre canal Telegram pour ce qui vous aide à décrocher le poste — références salariales, le pouls hebdomadaire du marché et les annonces de nouveautés. Pas de spam, que du signal.

Rejoindre le canal — c’est gratuit