Digital Solutions Sales, Wealth Management – Vice President
iCapital Network is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $70 billion in global client assets invested in close to 750 funds across more than 125,000 underlying accounts.
iCapital was named Solutions Provider of the Year at the 2020 MMI/Barron’s Industry Awards and selected to the 2018, 2019 and 2020 Forbes FinTech 50, a list of the top 50 innovative financial technology companies that are transforming finance through technology.
About the Role
The Vice President of Digital Solutions Sales will be primarily focused on driving the adoption of iCapital’s expanding suite of SaaS-based Digital Solutions within the wealth management industry. The initial focus will be on a factor-analysis based portfolio construction application and educational modules geared towards helping advisors evaluate the role of alternative investments in their client portfolios. The right team member will have a unique ability to prioritize opportunities across a range of client types and solutions offerings, and to work collaboratively across internal departments to drive optimal outcomes for our clients and partners.
Responsibilities
- Own entire sales process including target identification, pipeline generation, opportunity management, product demonstrations/solutioning, proposal creation/delivery, and commercial negotiation.
- Drive the development of new business relationships within the Independent Broker/Dealer and RIA markets.
- Work closely with the Enterprise & Independent Wealth Solutions teams to identify and execute on incremental Digital Solutions opportunities that are complimentary and additive to existing clients’ books of business.
- Develop strategies for acquiring new revenue streams through the expansion of iCapital’s target client types, geographies, and use cases within the wealth management industry.
Qualifications
- Bachelor’s Degree with 5+ years of experience in software sales, wealth management, and/or alternative investments
- Ability to manage both fully operational and greenfield opportunities that are in formative stages
- Deep understanding and passion for innovative technology solutions and ability to articulate the value/potential of partnering with iCapital
- Excellent organizational skills and attention to detail
- Very strong interpersonal and communication skills—both verbal and written
- Ability to meet deadlines and work effectively under pressure
- Proven ability to multi-task and work both independently and as a team player
Benefits
iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, annual performance bonus, and an employer matched retirement plan; generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; and generous paid time off (PTO) featuring unlimited sick time and parental leave.
As we plan to re-enter our offices in 2021, iCapital will offer most employees the flexibility to work remotely one to two days a week. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
While we are currently working remotely due to COVID-19, this position will be based in our (INSERT LOCATION) office.
For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc
iCapital Network 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.