Client Management and Enterprise Coverage, RIA's - Vice President
$160k - $200kiCapital Network
iCapital is looking to hire a Vice President to join the iCapital Wealth Solutions team, focused on our existing enterprise Registered Investment Advisor (RIA) relationships. This position will play a central role in managing relationships within existing enterprise clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients’ needs and collaborate with other departments to deliver best in class solutions and the highest quality client service and execution. This role will also partner with the Business Development team to uncover new expansion opportunities within this set of existing clients. This is a senior-level technical role focused on the delivery and ongoing support of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the RIA channel. ResponsibilitiesDevelop and strengthen existing relationships with RIA clients.Drive enterprise adoption of our technology platform and infrastructure.Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.Play a key role as the primary touchpoint for several strategic RIA clients.Co-own identifying new revenue streams within existing clients alongside the Business Development team.Drive day-to-day engagement with RIA clients to ensure we are delivering and executing at the highest level for themCollaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identificationQualifications10+ years of experience in a technical relationship management capacityExtensive knowledge of alternatives and/or structured investments is highly preferredDirect experience working for or with wealth management firms is highly preferredExperience with SAAS offerings and wealth tech platforms is preferredExcellent organizational skills and attention to detailExcellent verbal and written communication skills Able to meet deadlines and work effectively under pressurePassion for client service and exceeding client expectationsStrategic mindset and able to work independently Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight Series 7 and 63 licenses is preferred BenefitsThe base salary range for this role is $160,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. 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.For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: 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.
$100k - $140k
...an Associate or Assistant Vice President to join the Structured Investments... ...candidate will support client management and business development... ...Independent Broker Dealer (IBD) coverage team. This is a client-... ...teams on iCapital's suite of enterprise technology solutions.Help...SuggestedFull timeWork at officeRemote work$130k - $175k
...professional to join the Relationship Management team developing iCapital’s enterprise presence in the US wealth... ...with iCapital’s largest clients and prospects, within the RIA channel. This role is instrumental... ...ability to organize client coverage across product lines and...SuggestedFull timeWork at officeRemote work$68k - $165k
Vice President, Strategic Risk & Enterprise Initiatives CoverageAt BNY, our culture allows us to run... ...technologies to collaborate with clients, driving transformative... ...Risk & Enterprise Initiatives Coverage to join our Enterprise Risk Management team. This role is located...SuggestedTemporary workWorldwide- ...future team member for the role of Vice President, Cross-Functional Client Coverage and Business Development to join... ...Officer (KYC) activity, Enterprise CRM (ECRM) hygiene, and new business... ...integrity, disciplined opportunity management, and timely reporting to drive pipeline...SuggestedWorldwideFlexible hours
$69k - $160k
Vice President, Client Coverage - Global Client Management, Investment ManagersAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system,...SuggestedTemporary workWorldwideFlexible hours$145k - $175k
iCapital is looking to hire a Vice President to join the team developing iCapital’s enterprise presence across the US wealth management industry. This team develops and manages relationships with iCapital’s largest clients. This individual will prospect new clients, maintain...Full timeWork at officeRemote work- BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management... ...-first approach, the firm brings to clients the best of both worlds: specialist... ...wealth management clients in North America. Coverage and responsibilities range across asset...WorldwideFlexible hours
- Job SummaryAs a Vice President on our Electronic Client Solutions (ECS) team in New York, you will cover quantitative... ...to deliver data-driven performance management and cross-functional leadership.... ...integral member of the electronic coverage team, collaborating to provide a...
$250k
...****@*****.*** The firm manages a substantial and growing book of... ...to deepen engagement with insurance clients across the US and internationally. The... ...client relationship management, and investor coverage, and is open to candidates whose...- ...with corporates and financial institution clients and working across different products.... ...financial projection models Identifying and managing all risks in a given deal Liaising with... ...include comprehensive health care coverage, on-site health and wellness centers, a...Work experience placement
- ...exceptional interpersonal skills and interest in client services? We are looking for a... ...client service. The Client Relationship Manager will support a diverse set of investment... ...individuals and family offices. The Client Coverage Group (CCG) within Asset Management is dedicated...Work experience placement
$170k - $200k
...RoleiCapital is looking to hire a Vice President to join the Structured Investments... ...investments eco-system on the platform for clients. The team develops and manages the technology platform experience... ...broker-dealers, private banks, and RIAs throughout the United States. This...Full timeWork at officeRemote work- ...Help shape how strategic asset management and insurance clients engage with JPMorganChase—bringing together corporate finance, lending, markets and... ...asset management and insurance clients, driving relationship coverage and delivering a broad suite of products and services...Work at office
- Vice President, Client OperationsAt BNY, our culture allows us to run our company... ...strong documentation, test coverage, and controls.Establish... ...and ensure alignment with enterprise standards.Lead discovery and... ...end‑to‑end adoption, change management, and measurable outcomes.To...WorldwideFlexible hours
$164.5k - $305.5k
...OverviewHow You’ll Make an ImpactAs Vice President of Enterprise Data Transformation at... ...for Publicis Groupe clients, contributing to our collaborative... ...will report to the General Manager of Enterprise Data... ...Perks: Comprehensive health coverage, 401(k), tuition assistance...Temporary workFreelanceLocal areaFlexible hours- ...member for the role of Client Engagement and... ...Client Engagement Programs Vice President is responsible for designing... ...members, Client Coverage teams, Marketing, Innovation... ...initiatives.Manage and enhance the Executive... ...relationship lifecycle.Establish enterprise standards, playbooks,...Work experience placementWork at officeWorldwideFlexible hours
- ...JobID: 77840 Category: Client Operations &... ...Base Salary Min: 69000 Vice President, Client Operations At... ...documentation, test coverage, and controls. * Establish... ...ensure alignment with enterprise standards. * Lead discovery... ...end adoption, change management, and measurable...Full timeWorldwideFlexible hours
$150k - $200k
...operational reporting, launch management, provider network strategy, and enterprise client operational support. This role... ...across teams and systems. As the Vice President, Client Operations, you will:... ..., provider performance, and coverage strategy Monitor fulfillment trends...Full timeWork at officeFlexible hours$120k - $210k
...investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments... ...globe, please copy and paste into your browser.Vice President: Expected base pay rates for the role will...Temporary workWorldwide$147.5k - $211k
...per week Role SummaryLead the enterprise operating model for... ...rollback activity, automation coverage, and closure evidence. Drive... ...tools such as Qualys Patch Management, Tanium, AWS Systems Manager... ...constantly evolving to meet our clients' and employees’ needs.Job Requisition...Local area3 days per week$128.9k - $214.1k
...What You’ll Do Lead Strategic Client Partnerships Serve as a... ...multi‑workstream programs with enterprise‑wide impact. Serve as the senior... ...comprehensive, affordable coverage for a range of health services... ...being shared with the hiring manager. Location New York, World Trade...Work experience placementLive inWork at office- As a Payments Sales Manager (PSM) within the Corporate Sales team,... ...relationship management within the Enterprise Technology vertical. Your... ...for the end-to-end client experience. Job responsibilities... ...and insights across internal coverage teams to maintain alignment and...Apprenticeship
$120k - $205k
...someone to join our team as a Vice President in Global Compliance to support the Compliance Coverage function.In the Legal & Compliance... ...and overseeing the Firm’s management of legal, regulatory and franchise... ...to better serve our clients and our communities in more than...Temporary work- ...expertise across the affluent client sales force. In this role,... ...coaching that helps relationship managers confidently position... ...and effective.Job summaryAs a Vice President Business Development - JPMorgan... ...comprehensive health care coverage, on-site health and wellness...
$100k - $235k
...transaction banking solution to serve our clients. The business combines the... ....Role SummaryWe are seeking a Vice President to join our Client Relationship Management (CRM) team within Transaction... ...‑functional stakeholders across Coverage, Product, Operations, Risk, and...Full timeTemporary workPart time- We're seeking a future team member for the role of Vice President, Client Service Management to join our Depositary Receipts team. This role is located... ...to resolve issues, as needed (Operations, Client Coverage, Product, and Technology). - Execute service commitments...WorldwideFlexible hours
$83k - $120k
...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...a future team member for the role of Vice President, Client Service to join our Client... ...client service and follow the sun (FTS) coverage for APAC clients operating in New York,...Temporary workWork experience placementWorldwideFlexible hours- ...Equity Group J.P. Morgan Asset Management - Private Equity Group (PEG)... ...co-investments. Our global client base includes pension plans,... ...This position is for a Vice President - Investment Management / Execution... ...comprehensive health care coverage, on-site health and wellness...
$250k - $275k
...looking for an Investment Banking Vice President to join the Latin America Coverage Group. The successful candidate will... ...with regional and international clients on a wide range of complex transactions... ...: At Morgan Stanley, we raise, manage and allocate capital for our...Temporary workWork at office$140k - $230k
Job TitleVice President, Energy Transition CoverageJob DescriptionPlay a crucial... ...dialogue with large and important clients and originate new business for the... ...clients. "You and Your JobAs a Vice President, Energy Transition Coverage you will be successful Originating...Full timeWork at officeRemote workWorldwideWork visaFlexible hours
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