Enterprise Coverage and Client Management, RIA's - Vice President

New Yorkonsitevp$160K – $200K

via Greenhouse

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About this role

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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

This role is vp-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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