Enterprise RIA Business Development – Senior Vice President / Managing Director

15+ years of experience in a business development/relationship management capacity
15+ 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 Enterprise clients
Strong Experience with Alternative Investments, and other complex products
Strong track record of building and maintaining client relationships with key decision makers for our solutions
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 ability to work independently
Demonstrated client service skills with key stakeholders and clients

Drive enterprise adoption of our technology platform and infrastructure
Promote a consultative approach to deepen and expand current relationships and source new relationships across the iCapital platform of offerings
Centralize client coverage efforts and ensure team alignment to support clients’ needs
Educate clients on the depth of the technology’s capabilities and drive new mandates and business activities
Create and deliver executive presentations and report on key initiatives and business activity
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
Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.