Business Development Professional - SI Distribution - 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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.

In Short

• Drive further adoption of iCapital’s SI Distribution capabilities.
• Centralize SI prospecting efforts and ensure team alignment for new areas of growth.
• Educate clients on the depth of the integrated distribution and technology’s capabilities.
• Collaborate with other relationship managers and senior executives on sales strategy.
• Lead responses to RFPs and work collaboratively on client launches.
• Create and deliver executive presentations and report on key initiatives.
• Communicate feedback from clients to improve delivery of solutions.
• Coordinate with Heads of SI Advisor Sales on GTM strategies.

Requirements

• 7+ years of experience in business development/relationship management.
• 7+ years of experience in financial services or financial technology.
• Demonstrated ability to deliver a complex product set to clients.
• Robust knowledge and experience with Structured Investments.
• Strong track record of building client relationships.
• Experience in a dynamic and fast-paced environment.
• Excellent verbal and written communication skills.
• Strategic mindset and ability to work independently.
• Series 7 and 63 licenses are preferred.

Benefits

• Base salary range of $150,000 to $200,000.
• Compensation package includes salary, equity, and performance bonus.
• Comprehensive benefits package including retirement plan and healthcare.
• Unlimited paid time off (PTO).