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Ria – Family Office Business Development – Associate / Assistant Vice President
| Company | iCapital Network |
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| Location | New York, NY, USA |
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| Salary | $75000 – $110000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level, Senior |
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Requirements
- 2-7+ years of experience in a business development/relationship management capacity
- 2-7+ 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
- Experience with alternative investments, structured investments, and/or annuities
- Strong experience with performance reporting platforms and associated data management
- 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
Responsibilities
- Identify and drive new opportunities with both new clients, and within our existing client base. Maintain a close alignment and partnership with our reporting teams and other specialists within our organization.
- Develop new relationships with Wealth Managers, Family Offices, and high net worth individuals.
- 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.
Preferred Qualifications
No preferred qualifications provided.
