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The Senior Vice President of Platform Partnerships will develop and maintain relationships with Broker Dealers, lead technology demonstrations, manage sales initiatives, and support the internal Structured Investments team. This role focuses on delivering technology solutions and refining the go-to-market strategy across business lines, requiring strong experience in business development and structured investments.
As a Business Manager, you'll work with the Investor Relations team to enhance operational efficacy by establishing metrics, creating reports, mapping processes, and driving strategic projects. The role requires strong analytical skills to recommend solutions and improve user experience for high-net-worth clients and financial advisors.
The role involves expanding relationships in the structured investments space, primarily focusing on independent broker-dealers and RIAs. Responsibilities include driving adoption of iCapital's services, developing client strategies, leading prospecting efforts, crafting pitch decks, and negotiating contracts. The position also involves collaborating with teams to improve client experiences and deliver effective presentations.
The Head of Business Development for Endowments and Foundations will drive new business initiatives, manage client relationships, and develop the GTM strategy for iCapital. Responsibilities include promoting technology solutions, delivering presentations, engaging potential clients, and collaborating on strategic initiatives to expand the company’s presence in the market.
The role involves driving new business initiatives, developing relationships with Wealth Managers and Family Offices, identifying new opportunities, promoting technology capabilities, and collaborating with cross-functional teams for client launches.
The role involves driving business development efforts in financial reporting services, establishing relationships with high-net-worth clients, promoting iCapital's technology capabilities, and collaborating with teams for client management and success.
This role involves leading business development initiatives for iCapital, focusing on growing financial reporting services for the wealth management sector. Responsibilities include building relationships with wealth managers and family offices, driving new business opportunities, conducting market analysis, negotiating contracts, and improving client experiences through feedback and collaboration.
The role focuses on expanding iCapital's financial reporting services within EMEA and APAC wealth channels by developing relationships with clients and prospects, driving new business initiatives, creating presentations, conducting market analysis, negotiating contracts, and overseeing implementation efforts.
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