Enterprise Business Development, RIA Channel - Assistant Vice President / Vice President

Role responsibilities

Drive new business initiatives and acquire new enterprise clients within the US wealth RIA channel. Manage relationships with large clients, create pitch decks, and lead platform demonstrations to expand iCapital's presence.

Requirements

Requires 5+ years of experience in business development within financial services or fintech, with expertise in Alternative Investments. Series 7 and 63 licenses are preferred.

Key skills

Business Development, Relationship Management, Market Analysis, Contract Negotiation, Alternative Investments, Structured Investments, Annuities, Client Service, RFP Response, Strategic Planning, Pipeline Management, Cross-functional Collaboration

Keywords

RIA Channel, Alternative Investments, Structured Investments, Annuities, Fintech, Series 7, Series 63, Enterprise Sales, Wealth Management, RFP, Client Management, Business Development