Client Management and Enterprise Coverage, Wires/Private Banks - Vice President

iCapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on our existing relationships within Wires & Private Banks. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients’ needs and collaborate with other departments to deliver best-in-class solutions and the highest quality client service and execution. This role will also partner with Business Development to uncover new expansion opportunities within this set of existing clients. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of solutions, to the wealth channel. Responsibilities Develop & deepen existing relationships with Wires & Private Banks clients. Drive enterprise adoption of our technology platform and infrastructure. Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings. Play key role as the primary touchpoint for several strategic clients. Manage and lead internal projects and develop frameworks and processes for ongoing team management. Develop presentations with significant data and analysis for internal meetings and projects. Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives. Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients. Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification. Qualifications 10+ years of experience in a technical relationship management capacity Extensive knowledge of alternatives and/or structured investments is highly preferred Direct experience working for or with wealth management firms is highly preferred Experience with SAAS offerings and wealth tech platforms preferred Excellent organizational skills and attention to detail Excellent verbal and written communication skills Able to meet deadlines and work effectively under pressure Passion for client service and exceeding client expectations Strategic mindset and able to work independently Demonstrated client service skills and ability