Platform Partnerships - Senior Vice President / Managing Director jobs in United States
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iCapital · 10 hours ago

Platform Partnerships - Senior Vice President / Managing Director

iCapital is looking to hire a Senior Vice President or Managing Director to join the iCapital Solutions team, focusing on relationship management among the service providers of the company’s largest Asset and Wealth Management clients. This role is critical for managing and developing partnerships and delivering iCapital’s technology solutions to the wealth management ecosystem.

Asset ManagementBankingFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Create a strategic business plan for operational coverage of the largest service providers and partners including custodians, transfer agents, and administrators
Serve as the senior relationship stakeholder for the management of these relationships, integration and execution of partnership proposals
Develop and maintain successful working relationships with senior leaders throughout the organization 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, discuss the state of the union, address any current material issues, and discuss business updates and opportunities on both sides
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

Qualification

Vendor managementBusiness developmentRelationship managementAnalytical skillsProject managementLeadership abilitiesPresentation skillsCommunication skillsProblem-solvingCollaboration

Required

15+ years of experience in an administrator or vendor management, business development, or relationship management capacity
Strong commercial knowledge on industry standards and the competitive process
Able to leverage existing relationships and build strong new relationships
Demonstrated leadership and 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, 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

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Company

iCapital

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Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.

H1B Sponsorship

iCapital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)

Funding

Current Stage
Late Stage
Total Funding
$1.55B
Key Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M

Leadership Team

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Dan Vene
Co-Founder and Managing Partner
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Nick Veronis
Managing Partner & Co-Founder
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Company data provided by crunchbase