Business Development and Enterprise Coverage, Private Banks and Wirehouses - Vice President

Role responsibilities

The role focuses on developing and managing enterprise relationships with large wealth management clients to drive the adoption of technology and investment solutions. Key tasks include prospecting new clients, leading platform demonstrations, and collaborating with internal teams on strategic initiatives and fund launches.

Requirements

Candidates need over 6 years of experience in business development or relationship management within the financial services or fintech industry, specifically with alternative investments. Preferred qualifications include Series 7 and 63 licenses and a demonstrated ability to work independently with a strategic mindset.

Key skills

Business Development, Relationship Management, Alternative Investments, Financial Technology, Wealth Management, Pitch Deck Creation, Platform Demonstrations, RFP Response, Strategic Planning, CRM Technology, Data Analysis, Client Service, Cross-functional Collaboration

Keywords

Alternative Investments, Wealth Management, Fintech, Series 7, Series 63, CRM, RFP, Enterprise Coverage, Private Banks, Wirehouses, Business Development, Relationship Management, Venture Capital, Private Equity