Relationship Manager, Business Development - RIA Enterprise Vice President
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$80k–$100k/yr
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The Vice President, Enterprise RIA Structured Investments will be responsible for driving platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms. This individual will serve…
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Relationship Manager, Business Development - RIA Enterprise Vice President
Drive platform adoption and strategic growth of structured investments across Enterprise RIA firms. Act as the primary liaison between RIA home offices and internal product, technology, and sales teams to enhance platform effectiveness.
Requirements
Requires 7+ years of experience in structured investments or wealth management distribution and must hold Series 7 and 63 or 66 licenses. Candidates should have a proven track record of managing enterprise platforms and maintaining relationships within the RIA channel.
Full job description
The Vice President, Enterprise RIA Structured Investments will be responsible for driving platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms. This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations.
This role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives.
Responsibilities
Partner with RIA home offices, CIOs, investment committees, and platform decision-makers to support structured investment adoption and growth.
Develop and execute firm-level adoption strategies across large advisor networks and enterprise platforms.
Act as the primary liaison between enterprise RIA clients and internal teams to ensure a seamless client experience and platform effectiveness.
Coordinate structured investment platform initiatives, integrations, and rollout strategies across enterprise clients and internal stakeholders.
Partner closely with the Sales, Product, Technology, and National Accounts teams to align platform capabilities with client needs and business objectives.
Drive utilization of structured investment technology tools and resources across regional coverage teams.
Identify and prioritize platform enhancements, workflow improvements, and technology-driven solutions to improve advisor engagement.
Support enterprise presentations, RFPs, platform reviews, and strategic client meetings.
Collaborate with Enterprise RIA coverage teams to deepen existing relationships and identify opportunities for expanded platform integration.
Serve as a central coordination point across internal and external stakeholders, ensuring consistency in messaging, execution, and client engagement.
Position structured investments within iCapital's broader platform offering and support overall enterprise growth initiatives.
Qualifications
7+ years of experience in structured investments, wealth management distribution, enterprise platforms, national accounts, or related financial services roles
Strong knowledge of structured investment products and capital markets
Experience working with RIA home offices, enterprise wealth platforms, and institutional clients
Demonstrated ability to manage cross-functional initiatives and collaborate across Sales, Product, Technology, and Operations teams
Strong presentation, communication, and relationship management skills
Experience supporting enterprise platform solutions, technology integrations, or white-label offerings
Strategic mindset with the ability to influence stakeholders across large organizations
Existing relationships within the Enterprise RIA and National Accounts channels are highly desirable.
Series 7 and 63 or 66 licenses are required
Willingness to travel for client meetings, industry events, and internal coordination
Benefits
The base salary range for this role is $80,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is eligible for comission. 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.
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.
Helping Financial Professionals implement and manage alternative strategies for growth.
Industry
Technology, Information and Internet
Company size
1,001-5,000 employees
Founded
2013
Headquarters
New York, NY
LinkedIn followers
92,688
Total funding
$11B
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.
Offices: 60 East 42nd Street, 26th Floor, New York, NY 10165, US · 2 Greenwich Plaza, Greenwich, Connecticut 06830, US · 214 Carnegie Center, Princeton, New Jersey 08540, US · 10 High Street, Boston, Massachusetts 02110, US · 2500 N Military Trail, Boca Raton, Florida 33431, US
HNW Fundraising PlatformAlternative InvestmentsPrivate Equity and Hedge FundsPrivate Investor NetworkPrivate Access VehiclesCustom Fund Solutionsand Private CreditBankingAsset ManagementFinTech
Helping Financial Professionals implement and manage alternative strategies for growth.
Industry
Technology, Information and Internet
Company size
1,001-5,000 employees
Founded
2013
Headquarters
New York, NY
LinkedIn followers
92,688
Total funding
$11B
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.
Offices: 60 East 42nd Street, 26th Floor, New York, NY 10165, US · 2 Greenwich Plaza, Greenwich, Connecticut 06830, US · 214 Carnegie Center, Princeton, New Jersey 08540, US · 10 High Street, Boston, Massachusetts 02110, US · 2500 N Military Trail, Boca Raton, Florida 33431, US
HNW Fundraising PlatformAlternative InvestmentsPrivate Equity and Hedge FundsPrivate Investor NetworkPrivate Access VehiclesCustom Fund Solutionsand Private CreditBankingAsset ManagementFinTech
