Client Management and Enterprise Coverage, Wires/Private Banks - Vice President
- Pay
- $165,000 – $200,000 per year
- Location
- New York, NY
- Job type
- Full-time
- Level
- Executive
- Experience
- 10+ years
- Listed
- 31 days ago
Skills & highlights for this role
- Series 7
- Series 63
- relationship management
- wealth management
- alternative investments
Also useful
- SaaS platforms
- structured investments
Stated benefits & perks
- Health
- Dental
- Vision
- Unlimited pto
Responsibilities
- Develop & deepen existing relationships with Wires & Private Banks clients.
- Drive enterprise adoption of our technology platform and infrastructure.
- Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
- Play key role as the primary touchpoint for several strategic clients.
- Manage and lead internal projects and develop frameworks and processes for ongoing team management.
- Develop presentations with significant data and analysis for internal meetings and projects.
- Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives.
- Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital's clients.
- Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.
Qualifications
- 10+ years of experience in a technical relationship management capacity
- Extensive knowledge of alternatives and/or structured investments is highly preferred
- Direct experience working for or with wealth management firms is highly preferred
- Experience with SAAS offerings and wealth tech platforms preferred
- Excellent organizational skills and attention to detail
- Excellent verbal and written communication skills
- Able to meet deadlines and work effectively under pressure
- Passion for client service and exceeding client expectations
- Strategic mindset and able to work independently
- Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
- Series 7 and 63 licenses preferred
Benefits
The base salary range for this role is $165,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
About iCapital
iCapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on our existing relationships within Wires & Private Banks. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing 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 Business Development to uncover new expansion opportunities within this set of existing clients.
This is a senior-level, technical role focused on the delivery and ongoing support of iCapital's full suite of solutions, to the wealth channel.
Equal opportunity and legal notices
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
From iCapital's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
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Common questions
What is the salary for the Client Management and Enterprise Coverage, Wires/Private Banks - Vice President role at iCapital?
The Client Management and Enterprise Coverage, Wires/Private Banks - Vice President posting at iCapital states compensation of $165,000 – $200,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on iCapital's official career site.
Where is the Client Management and Enterprise Coverage, Wires/Private Banks - Vice President job at iCapital located?
This Client Management and Enterprise Coverage, Wires/Private Banks - Vice President position at iCapital is located in New York, NY. Always check iCapital's application page for specific state eligibility or relocation policies.
What qualifications are required for Client Management and Enterprise Coverage, Wires/Private Banks - Vice President at iCapital?
For the Client Management and Enterprise Coverage, Wires/Private Banks - Vice President role, iCapital highlights 10+ years of relevant experience; experience with relationship management, wealth management, alternative investments. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Client Management and Enterprise Coverage, Wires/Private Banks - Vice President position at iCapital?
This listing links directly to iCapital's Greenhouse application page. You can apply directly on iCapital's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.