Platform Partnerships, Custodian Relationship Management - Vice President / Senior Vice President

Platform Partnerships, Custodian Relationship Management - Vice President / Senior Vice President

New York, New York, United States

About the Role

iCapital is looking to hire a Vice President or Senior Vice President to join the iCapital Solutions team, specifically focused on relationship management among the service providers of the company's largest asset and wealth management clients. This position will play a key role in assisting with the management, development, and maintenance of existing custodian partnerships, as well as working to expand these relationships and develop connectivity with new custodian partners. Additionally, this hire will work closely with other senior members of the Platform Partnerships team and internal stakeholders.

This is a critical, technical role, focusing on the delivery and ongoing support of iCapital's full suite of technology solutions, spanning alternatives and structured investments, to the independent wealth channel and enterprise partners. This individual will be responsible for developing and executing the company's strategy in establishing strategic partnerships that extend access to and further embed iCapital as part of the Wealth Management ecosystem.

Responsibilities

• Lead the development and execution of the strategic business plan for operational coverage of the largest custodial service providers.
• Serve as a key relationship stakeholder for the management of these relationships, integration and execution of partnership proposals.
• Develop and maintain successful working relationships with senior leaders and promote mutually beneficial relationships between partners and the organization.
• Collaborate with all appropriate parties to ensure effective execution of goals and initiatives.
• Work with Management to determine internal and external vendor reporting requirements and enforce the delivery of accurate and timely information.
• Analyze partner performance data on a regular basis and perform follow-up activities to ensure partners adhere to company quality measures.
• Coordinate regular performance reviews with partners and communicate needed improvements.
• Organize in-person quarterly meetings with all partners to review the relationship status, expansion opportunities, address any current material issues, and discuss business updates.
• Manage internal discussion coordination on the execution of ongoing operations regarding each custodial partner.
• Maintain broad influence through the ongoing development of relationships across the organization.
• Drive process improvement, in part by organizing ongoing partner and prospect requests, and leveraging available technology.

Qualifications

• 10+ years of experience in wealth management industry with exposure to custodial operations, business development, or relationship management capacity
• Knowledge of the independent advisor space and how they leverage their custodial relationships
• Strong knowledge of custodial pipes and plumbing and trade execution of alternative investments
• Strong commercial knowledge on industry standards and the competitive process
• Able to leverage existing relationships and build strong new relationships
• Demonstrated management abilities including project management and strong detail-orientation
• Excellent presentation and verbal and written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels
• Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills and able to create simple, compelling narratives for senior audience
• Highly collaborative with experience working within a cross-regional organization, managing and coordinating teams across different locations
• Strong desire to work in a fast growing, entrepreneurial environment

Benefits

The base salary range for this role is $160,000 to $250,000. 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.

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.