Business Development Professional - Asset Management - Remote

Overview

iCapital 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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.

In Short

• Join the Relationship Management team at iCapital.
• Develop and manage relationships with large clients in the Asset Management Channel.
• Drive client acquisition and business initiatives.
• Analyze market trends and develop strategies for new client acquisition.
• Create and deliver presentations to clients and prospects.
• Negotiate contracts and prioritize opportunities.
• Provide detailed pipeline updates to management.
• Lead platform demonstrations and responses to RFPs.
• Collaborate with cross-functional teams on client launches.
• Enhance client experience through feedback communication.

Requirements

• 5-10 years of experience in business development or relationship management.
• Experience in financial services or financial technology.
• Understanding of private asset management and wealth management.
• Knowledge of private fund offerings across asset classes.
• Able to deliver complex product offerings to enterprise clients.
• Strong understanding of alternative investments.
• Proven track record in client relationship management.
• Experience in a fast-paced entrepreneurial environment.
• Excellent verbal and written communication skills.
• Strategic mindset and ability to work independently.
• Client service skills with key stakeholders.
• Series 7 and 63 licenses preferred.

Benefits

• Base salary range of $145,000 to $195,000.
• Compensation package includes salary, equity, and performance bonus.
• Comprehensive benefits package including retirement plan and healthcare.
• Unlimited paid time off (PTO).
• Flexible remote work on Fridays.