Data Solutions, Business Development

vor 2 Monaten

Zürich, Schweiz Tbwa ChiatDay Inc Vollzeit
Data Solutions, Business Development - Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $200 billion in global client assets invested in 1,634 funds, as of September 2024.

Data Solutions combines data science with financial expertise to create a wealth service so revolutionary it is without competitors. Our expert focused financial reporting, technology solutions, and middle office services provide best-of-breed services to Family Offices, Wealth Managers and RIAs, Endowments, and Foundations.

About the Role

iCapital Data Solutions Team is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Business Development team expanding iCapital’s financial reporting services presence in EMEA and APAC wealth channels. This team develops relationships with iCapital’s largest clients and prospects, within the RIA and Family Office channel. The Data Solution team offers financial reporting services for the family office and wealth management industry. This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, the candidate will create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.

Responsibilities

  • Responsible for identifying and driving new opportunities with both new clients and prospects, and within our existing client base. This responsibility involves close alignment and partnership with our reporting teams and other specialists within our organization.
  • Develop new relationships with Wealth Managers, Family Offices, and High Net Worth Individuals.
  • Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition.
  • Educate clients on the depth of iCapital’s technology capabilities.
  • Provide detailed pipeline updates and reports to be shared with our 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.

Qualifications

  • 10+ years of experience in a business development/relationship management capacity
  • 5+ years of experience working within financial services or financial technology industry
  • Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to clients
  • Experience with Alternative Investments, Structured Investments, and/or Annuities
  • Strong experience with performance reporting platforms and associated data management
  • 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 and 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
  • Fluency in English is required, other European/Asian languages a plus

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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, healthcare, parental leave, and unlimited paid time off (PTO).

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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