Tbwa Chiat/Day Inc
RIA, Family Office Business Development – Vice President New York, NY, United
Tbwa Chiat/Day Inc, Boston, New York, United States,
RIA, Family Office Business Development – Vice President
New York, NY, United States iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $200 billion in global client assets invested in 1,634 funds, as of September 2024. The iCapital Data Solutions team is fundamentally changing one of the world’s fastest growing industries – financial reporting. Data Solutions cutting-edge philosophy is revolutionizing finance and technology and the demand for its white glove service is exponentially growing. Data Solutions combines data science with financial expertise to create a wealth service so revolutionary it is without competitors. Our expert focused financial reporting, technology solutions, and middle office services provide best-of-breed services to Family Offices, Wealth Managers and RIAs, Endowments, and Foundations. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award. About the Role iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Data Solutions team expanding iCapital’s enterprise presence in the US wealth channel. This team develops relationships with iCapital’s largest clients, and prospects, within the RIA and Family Office channel. The Data Solutions team offers financial reporting services for the family office and wealth management industry. This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, this individual would be expected to create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts. Responsibilities Identify and drive new opportunities with both new clients, and within our existing client base. Maintain a close alignment and partnership with our reporting teams and other specialists within our organization. Develop new relationships with Wealth Managers, Family Offices, and high net worth individuals. Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition. Educate clients on the depth of iCapital’s technology capabilities. Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders. Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience. Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives. Qualifications 12+ years of experience in a business development/relationship management capacity 12+ years of experience working within financial services or the financial technology industry Able to deliver a complex and varied product set and/or a technology product offering to Enterprise clients Experience with alternative investments, structured investments, and/or annuities Strong experience with performance reporting platforms and associated data management Strong track record of building and maintaining client relationships with key decision makers Experience working in a dynamic and fast-paced entrepreneurial environment Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models Excellent verbal and written communication skills Strategic mindset and able to work independently Demonstrated client service skills with key stakeholders and clients The base salary range for this role is $120,000 to $150,000 in addition to being commission eligible. iCapital offers a compensation package which includes salary and equity for all full-time employees. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Resume/CV * Accepted file types: pdf, doc, docx, txt, rtf Education School Select... Are you legally eligible to work in the U.S.? * Will you now or in the future require sponsorship for employment visa status? * Full Legal Name * What is your desired base salary? * What is your desired total compensation? * Are you subject to any form of Garden Leave or a Non-Compete? If yes please provide detail below. * iCapital is an office-first culture, as such all employees are required to work in their assigned office three or four days a week, depending on department. Please review the job description before applying, to identify the specified location/s for the role. New York, NY Stamford, CT Princeton, NJ Please confirm the office location/s you are comfortable commuting to: If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A". * How did you hear about this job? * Select... LinkedIn Profile Personal Website
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New York, NY, United States iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $200 billion in global client assets invested in 1,634 funds, as of September 2024. The iCapital Data Solutions team is fundamentally changing one of the world’s fastest growing industries – financial reporting. Data Solutions cutting-edge philosophy is revolutionizing finance and technology and the demand for its white glove service is exponentially growing. Data Solutions combines data science with financial expertise to create a wealth service so revolutionary it is without competitors. Our expert focused financial reporting, technology solutions, and middle office services provide best-of-breed services to Family Offices, Wealth Managers and RIAs, Endowments, and Foundations. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award. About the Role iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Data Solutions team expanding iCapital’s enterprise presence in the US wealth channel. This team develops relationships with iCapital’s largest clients, and prospects, within the RIA and Family Office channel. The Data Solutions team offers financial reporting services for the family office and wealth management industry. This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, this individual would be expected to create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts. Responsibilities Identify and drive new opportunities with both new clients, and within our existing client base. Maintain a close alignment and partnership with our reporting teams and other specialists within our organization. Develop new relationships with Wealth Managers, Family Offices, and high net worth individuals. Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition. Educate clients on the depth of iCapital’s technology capabilities. Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders. Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience. Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives. Qualifications 12+ years of experience in a business development/relationship management capacity 12+ years of experience working within financial services or the financial technology industry Able to deliver a complex and varied product set and/or a technology product offering to Enterprise clients Experience with alternative investments, structured investments, and/or annuities Strong experience with performance reporting platforms and associated data management Strong track record of building and maintaining client relationships with key decision makers Experience working in a dynamic and fast-paced entrepreneurial environment Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models Excellent verbal and written communication skills Strategic mindset and able to work independently Demonstrated client service skills with key stakeholders and clients The base salary range for this role is $120,000 to $150,000 in addition to being commission eligible. iCapital offers a compensation package which includes salary and equity for all full-time employees. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Apply for this job
* indicates a required field First Name * Last Name * Email * Phone * Resume/CV * Accepted file types: pdf, doc, docx, txt, rtf Education School Select... Are you legally eligible to work in the U.S.? * Will you now or in the future require sponsorship for employment visa status? * Full Legal Name * What is your desired base salary? * What is your desired total compensation? * Are you subject to any form of Garden Leave or a Non-Compete? If yes please provide detail below. * iCapital is an office-first culture, as such all employees are required to work in their assigned office three or four days a week, depending on department. Please review the job description before applying, to identify the specified location/s for the role. New York, NY Stamford, CT Princeton, NJ Please confirm the office location/s you are comfortable commuting to: If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A". * How did you hear about this job? * Select... LinkedIn Profile Personal Website
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