Client Management and Enterprise Coverage, Wires/Private Banks - Vice President
$165k - $200kiCapital Network
iCapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on our existing relationships within Wires & Private Banks. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing 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 Business Development 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, to the wealth channel. Responsibilities Develop & deepen existing relationships with Wires & Private Banks 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 key role as the primary touchpoint for several strategic clients. Manage and lead internal projects and develop frameworks and processes for ongoing team management. Develop presentations with significant data and analysis for internal meetings and projects. Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives. Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients. Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification. Qualifications 10+ years of experience in a technical relationship management capacity Extensive knowledge of alternatives and/or structured investments is highly preferred Direct experience working for or with wealth management firms is highly preferred Experience with SAAS offerings and wealth tech platforms preferred Excellent organizational skills and attention to detail Excellent verbal and written communication skills Able to meet deadlines and work effectively under pressure Passion for client service and exceeding client expectations Strategic 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 preferred Benefits The base salary range for this role is $165,000 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 Monday-Thursday, with the flexibility to work remotely on Friday.Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. 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.
$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...PrivateFull timeWork at officeRemote work- ...At Bank of America, we are guided... ...delivering for our clients, teammates, communities... ...client service and coverage to corporate executives... ...the Client Management Process and partnering across the enterprise to provide a Branded... ...the full array of Private Bank and Bank of America...PrivateWork at officeWork from homeFlexible hoursShift workDay shift
$170k - $200k
...RoleiCapital is looking to hire a Vice President to join the Structured... ...eco-system on the platform for clients. The team develops and manages the technology platform experience... ...clients, including investment banks, broker-dealers, private banks, and RIAs throughout the...PrivateFull timeWork at officeRemote work$250k - $275k
...looking for an Investment Banking Vice President to join the Latin America Coverage Group. The successful... ...and international clients on a wide range of complex... ...executions of public and private capital markets... ...Morgan Stanley, we raise, manage and allocate capital for...PrivateTemporary workWork at office- ...formed practice within Wealth Management at New York Life, designed... ...needs of our most sophisticated clients. This team delivers a fully... ...The Wealth Advisory Client Coverage role is a senior leadership... ...in wealth management, private banking, or family office, with a demonstrated...PrivateWork at officeLocal area3 days per week
- ...AWM Analysts and Global Private Bank Advisors and Sales Managers harness the collective power of our firm. Our clients are extraordinary, and so... ...Bank) Design and Delivery Vice President on the Client Skills Training... ...health care coverage, on-site health and wellness...PrivatePrivate practice
- ...ready to shape the future of private banking at the world’s premier... ...forefront of redefining how our clients interact with digital products... ...with multiple product managers and cross-functional teams to... ...include comprehensive health care coverage, on-site health and wellness...Private
- ...(JPMWS) has a diverse client base of over 2000 corporate... ...corporations, JPMWS manages nearly $370 billion in... ...a leader in investment banking, consumer and small business... ...health care coverage, on-site health and wellness... ...investment management and private banking solutions....PrivateWorldwide
- ...is seeking a Vice President of External Communications... ..., including Private Label Captive... ...and Community Banking you will be a... ...with enterprise priorities and... ...highlight innovation, client partnerships,... ...and manage reputational risk... ...comprehensive health care coverage, on-site...Private
$170k - $268.8k
...— securing and protecting private information more effectively... ...searching for a Regional Vice President to lead our Enterprise team across the East... ...fast paced and technical client acquisition driven businessSaaS... ...your previous salaryHealth coverage for you and your family in...PrivateLocal areaFlexible hours- ...through the firm’s enterprise-wide compliance risk management program. As an... ...Private Wealth Management... ...is seeking a Vice President based in New York... ...PWM Compliance coverage areas and strategic... ..., private banking, or fiduciary... ...ideas to help our clients, shareholders...PrivateWork experience placementWork at office
$200k
...part of a larger coverage team that maintains strong client relationships. Includes... ...sells Corporate Banking products (e.g. FX... ...products, cash management & corporate cards,... ...may have broader, enterprise-wide focus.Provides... ...with a focus on take-private transactions....PrivateFull timeContract workPart timeLocal area- ...Service Assist Product Manager, you will bring strong... ...to deliver measurable client, operational, and risk... ...a leader in investment banking, consumer and small business... ...health care coverage, on-site health and wellness... ...investment management and private banking solutions. Asset...Private
- ...that resonate with clients. As an AI Product Manager, Vice President - Global... ...Experience driving global enterprise change within organizations... ...in investment banking, consumer and... ...comprehensive health care coverage, on-site health... ...management and private banking solutions....Private
- ...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
- ...Description J.P. Morgan Asset Management is committed to... ...service to our clients and business partners.... ...client base among RIA's, Bank & Trusts, and Family Offices... ...health care coverage, on-site health and wellness... ...investment management and private banking solutions....PrivateWork at officeLocal area
$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,...Temporary workWorldwideFlexible hours$103.1k - $188.9k
...with a range of clients from our most venerable... ...entrants across Banking and Capital... ...Wealth and Asset Management, Insurance, Real... ...opportunityEY's FSO EDGE Private practice provides... ...global private enterprises. With a diverse... ...and dental coverage, pension and 401(...PrivatePrivate practiceSummer holidayLocal areaFlexible hours$106.5k - $195.1k
...with a range of clients from our most venerable... ...entrants across Banking and Capital... ...Wealth and Asset Management, Insurance, and Real... ...FSO team! Private Tax is a growing... ...dollar global private enterprises. As many companies... ...medical and dental coverage, pension and 401(...PrivateWork experience placementSummer holidayImmediate startFlexible hours- Are you ready to shape the future of private banking at the world’s premier global financial institution... ...at the forefront of redefining how our clients interact with digital products and... .... Collaborate with multiple product managers and cross‑functional teams to implement...Private
- ...RoleMorgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering comprehensive solutions to Family Office clients across investment management,... ...Securities Group.The Family Office Client Coverage VP / Executive Director serves as a...PrivateWork at office
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting... ...facing background in management consultancy, investment banking, law, policy, or intelligence. The role requires the...Private
- ...Corporate Treasury, Deposits Coverage & Strategy (“DCS”) is a... ...and other members of senior management, DCS is responsible for the... ...the underlying business and client activity supported by that funding... ...including Marcus, Private Bank, and Transaction Banking, review...PrivateContract work
- ...The team partners with coverage teams and trading... ...partnership with Global Banking and the Private Bank.Job summaryAs a Vice President in the Credit & Fund Finance... ...and post-close management.The role will be focused... ...Private Bank to define client strategy, prioritize opportunities...Private
$250k - $275k
Mizuho’s Banking Division provides investment... ...banking coverage, sponsor coverage... ...syndicate to Mizuho’s client base of leading international... ...relationship management and strategic... ...Banking Vice Presidents are directly involved... ...financing, public/private debt & equity capital...PrivateFull time$200k - $225k
Job Description:At Bank of America, we are guided... ...and delivering for our clients, teammates,... ...Join us!Job Description:Vice President: Equity Research - Telecommunication... .... In addition to coverage of publicly traded... ...regularly vets a number of private companies for...PrivateFull timeWork at officeFlexible hoursDay shift$275k
Vice President - Alternative Capital SolutionsLocation... ...New York, NYWhen clients seek to raise capital in the private markets to support... ..., private wealth management, and other product... ...with industry coverage teams, equity sales... ...Markets, Investment Banking, Private Capital Markets...PrivateTemporary workWork at office$175k - $250k
...team is seeking a Vice President-level structurer to... ...alternative asset managers. These lending... ...broadly syndicated and private credit loans and... ...institutional investors / banks.The team is small,... ...term sheets, client negotiation,... ..., dental & vision coverage; 401(k); life, accident...PrivateFull time- ...As part of Risk Management and Compliance, you... ...-in-class.As a Vice President in Asset Management... ...responsibility, client outcomes, and innovation... ...Market Risk Coverage, Portfolio... ...leader in investment banking, consumer and small... ...management and private banking solutions...Private
- Wealth Management, VP Product Development DescriptionJPMorgan... ...for use in the Private Bank (PB), Chase Wealth... ...ROLE OUTLINEThis is a Vice President role focused on product... ...the offering to clients to optimize resource... ...comprehensive health care coverage, on-site health and...Private
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