Enterprise Coverage and Business Development, Broker Dealer - Senior Vice President / Managing Director

S. wealth management ecosystem, particularly across Independent Broker Dealers (IBD). This role will understand the nuances of private market investing and can translate that expertise into strategic partnerships, product adoption, and long-term growth.

The ideal candidate will be at the forefront of driving engagement with key stakeholders, shaping go-to-market strategies, and delivering differentiated solutions that align with the evolving needs of wealth managers and their clients.

Responsibilities

Strengthen and expand relationships with independent broker dealers, focusing on firms actively engaged in, or seeking exposure to private equity, private credit, real assets, and hedge fund strategies. Serve as a strategic advisor to senior stakeholders, helping them navigate the complexities of alternative investments and integrate iCapital’s platform into their broader wealth offering. Lead enterprise-level initiatives that promote the adoption of iCapital’s technology and investment solutions, with a focus on scalability, compliance, and operational efficiency.

Identify and execute growth opportunities, including new product introductions, platform enhancements, and cross-channel collaboration. Partner with internal teams such as Sales, Investment Product, Technology, Legal, and Marketing to ensure alignment on client strategy and execution. Develop and deliver high-impact presentations and analysis that support client engagement, internal planning, and strategic decision-making.

Collaborate with the Client Solutions team to define and track key performance indicators that measure success across client relationships and business initiatives.

Qualifications

12+ years of experience in relationship management, enterprise sales, or business development within the alternative investment or fintech space Knowledge of private market strategies, fund structures, distribution models, and regulatory considerations Able to manage complex relationships across wealth management firms, with a focus on enterprise-level engagement Experience working with or within Independent Broker Dealers, RIAs, or wirehouse platforms Maintain a track record of driving adoption of investment platforms or technology solutions with strategic thinking capabilities Excellent communication and presentation skills, with the ability to distill complex investment concepts into actionable insights Comfortable operating in a fast-paced, entrepreneurial environment with a high degree of autonomy Series 7 and 63 licenses are preferred

Benefits

The base salary range for this role is $200,000 to $240,000.

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.

Compensation

package which includes salary, equity for all full-time employees, and an annual performance bonus.

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.