Enterprise Coverage and Business Development, Broker Dealer - Senior Vice President / Managing Director

Role responsibilities

Lead enterprise-level business development and relationship management with Independent Broker Dealers to expand the adoption of alternative investment solutions. Serve as a strategic advisor to senior stakeholders to integrate iCapital's technology and investment platform into wealth management offerings.

Requirements

Requires over 12 years of experience in relationship management or business development within the alternative investment or fintech sectors. Candidates should possess deep knowledge of private market strategies and preferably hold Series 7 and 63 licenses.

Key skills

Relationship Management, Business Development, Alternative Investments, Strategic Partnerships, Go-to-market Strategy, Private Equity, Private Credit, Real Assets, Hedge Fund Strategies, Enterprise Sales, Fintech, Stakeholder Management, Financial Analysis, Compliance, Operational Efficiency

Keywords

Alternative Investments, Independent Broker Dealers, IBD, Private Equity, Private Credit, Real Assets, Hedge Funds, Fintech, Wealth Management, Series 7, Series 63, RIA, Wirehouse, Enterprise Sales, Investment Platforms, Private Markets, Fund Structures, Distribution Models, Regulatory Compliance