iCapital
Relationship Manager, Business Development - RIA Enterprise Vice President
New York, New York, United States · Exec · Full-time
Sponsorship not specified$80k-$100kDetected 13 days ago
Business DevelopmentCommunicationPublic Speaking
About the role
- Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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.
- Partner closely with the Sales, Product, Technology, and National Accounts teams to align platform capabilities with client needs and business objectives.
- Support enterprise presentations, RFPs, platform reviews, and strategic client meetings.
- Position structured investments within iCapital's broader platform offering and support overall enterprise growth initiatives.
- 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.
Requirements
- 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
- Experience supporting enterprise platform solutions, technology integrations, or white-label offerings
- Strategic mindset with the ability to influence stakeholders across large organizations
- Series 7 and 63 or 66 licenses are required
- Demonstrated ability to manage cross-functional initiatives and collaborate across Sales, Product, Technology, and Operations teams
- Strong presentation, communication, and relationship management skills
- Existing relationships within the Enterprise RIA and National Accounts channels are highly desirable.
- 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.
- For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
Compensation
- 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.
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.
- Drive utilization of structured investment technology tools and resources across regional coverage teams.
- Collaborate with Enterprise RIA coverage teams to deepen existing relationships and identify opportunities for expanded platform integration.
Company info
- https://www.linkedin.com/company/icapital-network-inc |
- We believe the best ideas and innovation happen when we are together.
Equal opportunity
- https://www.icapitalnetwork.com/about-us/recognition/
- 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.
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This listing is sourced directly from iCapital's careers page and normalized into a canonical job model.