9 дней назад
Enterprise Coverage and Client Management, Wires/Private Banks - Vice President
165 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Enterprise Coverage and Client Management, Wires/Private Banks - Vice President (Wealth Technology): Managing and expanding existing relationships with wirehouse and private bank clients while delivering iCapital’s wealth technology and investment solutions with an accent on enterprise client service, alternatives, structured investments, and platform adoption. Focus on leading strategic client engagements, coordinating fund launches and cross-functional initiatives, and using data analysis to identify expansion opportunities.
Location: New York, New York, United States; office-based Monday-Thursday with remote work available on Friday
Base salary: $165,000-$200,000 per year, plus equity for full-time employees and an annual performance bonus.
Company
provides technology infrastructure and investment solutions for the wealth management industry.
What you will do
- Develop and deepen relationships with wirehouse and private bank clients.
- Drive enterprise adoption of the technology platform and infrastructure.
- Serve as the primary touchpoint for several strategic clients and manage daily client engagement.
- Lead internal projects and develop frameworks and processes for team management.
- Prepare presentations supported by significant data and analysis.
- Collaborate with cross-functional teams on fund launches, strategic initiatives, and client expansion opportunities.
Requirements
- 10+ years of experience in technical relationship management.
- Extensive knowledge of alternative investments and/or structured investments.
- Direct experience working for or with wealth management firms.
- Experience with SaaS offerings and wealth technology platforms.
- Excellent organizational, communication, and client service skills, with the ability to manage enterprise relationships independently.
- Series 7 and 63 licenses are preferred.
Culture & Benefits
- Collaborative work with internal and external cross-functional teams.
- Comprehensive benefits package with an employer-matched retirement plan.
- Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off.
- Equity for full-time employees and an annual performance bonus.
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