icapitalnetwork

Enterprise Coverage and Client Management, RIA's - Vice President / Senior Vice President

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At a Glance

Location
United States
Experience
10+ years
Compensation
salary range for this role is $160,000 to $225,000.  iCapital offers a compensat
Posted
2026-02-11T15:42:40-05:00

Key Requirements

Domain Knowledge

  • SaaS

Benefits & Perks

Health Insurance

yees also receive a comprehensive benefits package that includes an employer match

Requirements

10+ years of experience in a technical relationship management capacity

Experience with SAAS offerings and wealth tech platforms preferred

Passion for client service and exceeding client expectations

Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight

Series 7 and 63 licenses preferred

Compensation & Benefits

The base salary range for this role is $160,000 to $225,000.  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.

For additional information on iCapital, please visit

https://www.icapitalnetwork.com/about-us

Twitter: @icapitalnetwork | LinkedIn:

https://www.linkedin.com/company/icapital-network-inc

Responsibilities

Drive enterprise adoption of our technology platform and infrastructure.

Leading strategic planning sessions or onsite meetings with enterprise clients

Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.

Play key role as the primary touchpoint for several strategic wealth management clients.

Co-own identifying new revenue streams within existing clients alongside Business Development.

Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients.