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Vice President of Client Coverage - Structured Investments

iCapital NetworkNew York, New York, United States
On-site Full-time $170K/yr - $200K/yr

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Experience Level

Mid to Senior

Qualifications

Qualifications Required: Bachelor’s degree. 10+ years of experience in the financial markets, with a minimum of 5 years in trading, business development, or relationship management specifically within the structured investments sector. Possess strong analytical and problem-solving capabilities with meticulous attention to detail. Exceptional written and verbal communication skills. Adept at functioning effectively in a fast-paced environment. Strategic thinker with the ability to work autonomously. Proven track record in client service with stakeholders and clients. Outstanding organizational skills. A genuine interest in working within a cross-functional and collaborative culture. Proficient in Microsoft Excel. Possession of Series 7 and 63 certifications is preferred.

About the job

About the Role

iCapital Network is seeking a skilled Vice President to enhance our Structured Investments team. In this pivotal role, you will spearhead the development and management of our structured investments ecosystem on the SIMON technology platform for our esteemed clients. This collaborative team works with leading investment banks, broker-dealers, private banks, and registered investment advisors across the United States. Your leadership will be essential in shaping and executing our strategy in the structured investments market while fostering relationships with both new and existing partners.

Responsibilities

  • Contribute to the formulation and implementation of the firm’s strategic objectives in support of the Structured Investments business line.
  • Forge and nurture relationships with investment banks, third-party distributors, and other key partners to elevate our product offerings.
  • Ensure alignment across various industry groups to deliver a comprehensive platform solution that effectively meets stakeholder needs.
  • Lead project initiatives while providing exceptional analytical support to team members.
  • Aggregate, maintain, and conduct thorough analysis of large datasets with an acute attention to detail.
  • Create impactful presentations infused with data and analysis for internal discussions and projects.
  • Collaborate with the Client Solutions team to establish meaningful metrics for success.
  • Partner with internal technical teams to design product offerings that align with client requirements.
  • Drive continuous process improvement by leveraging technology innovations.

About iCapital Network

iCapital Network is a pioneering financial technology firm dedicated to transforming the structured investments landscape. By leveraging our advanced SIMON technology platform, we empower clients to access innovative investment solutions that meet their strategic financial objectives.

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