Vice President, Business Development, Family Office, LATAM

December 27, 2024

🇺🇸 United States – Remote

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

💰 Business Development (BDR)

🦅 H1B Visa Sponsor

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iCapital

WebsiteLinkedInAll Job Openings

HNW Fundraising Platform • Alternative Investments • Private Equity and Hedge Funds • Private Investor Network • Private Access Vehicles

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

🤝 B2B

Description

• iCapital is seeking a highly motivated, outgoing, and experienced Business Development Vice President to join the Data Solutions team expanding iCapital’s enterprise presence in the Latin American wealth channel. • This role is instrumental in growing and expanding the company’s presence and client base. • This individual will be expected to help drive the acquisition of new clients, as well as new business initiatives with existing clients. • The ideal candidate would be expected to create compelling presentations, develop market analysis and strategy, develop a pipeline of target prospects, help negotiate contracts, and provide detailed implementation plans to the Delivery teams. • 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 and Family Offices. • Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s solutions. • Educate clients on the depth of iCapital’s technology capabilities. • Provide detailed pipeline updates and reports to be shared with our Sales Leadership, 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.

Requirements

• 12+ years of experience in a business development/relationship management capacity • 12+ years of experience working within financial services or the financial technology industry • Able to deliver a complex and varied product set and/or a technology product offering to Enterprise client • Must be located in Greater Miami • Experience with alternative investments, structured investments, and/or annuities • Strong experience with performance reporting platforms and associated data management • Strong 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, 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

Benefits

• 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). • Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.