Enterprise RIA Business Development - Analyst / Associate

Enterprise RIA Business Development – Analyst / Associate

2-5 years of experience in a business development/relationship management capacity
2-5 years of experience working within financial services or financial technology industry
Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to clients
Strong experience with Alternative Investments, Structured Investments, and/or Annuities
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 and 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

Support a team responsible for identifying and driving new enterprise opportunities with both new clients and prospects, and within our existing client base. This responsibility involves close alignment and partnership with our Client Management team and other specialists within our organization.
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.