Client Coverage Specialist - Vice President

Founded in 2013, iCapital is the leading global fintech company powering the world’s alternative investment marketplace. iCapital has transformed how the wealth management, banking, and asset management industries facilitate access to private markets investments for their clients. As of January 31, 2023, iCapital services over $150 billion in global client assets, of which $30 billion are from international investors (non-US investors) across more than 1,200 funds. Employing more than 1,060 people globally, iCapital is headquartered in NYC and has offices worldwide, including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

iCapital has been recognized on the Forbes Fintech 50 list each year from 2018 to 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020, 2021, and 2022.

About the Role

iCapital is looking for an experienced sales professional to contribute to the development and execution of its business for the Swiss market. The candidate will drive the business development activities of iCapital with a specific focus on Independent Asset Managers, Family Offices and more generally local/regional Wealth Managers and Private Banks. The candidate will be expected to develop and manage prospect and client relationships through their full lifecycle and will work collaboratively across all teams within iCapital to establish the best solutions and service to iCapital clients. This role will be based in Zurich.

Responsibilities

• Take ownership in formulating and executing the business development strategy for Switzerland in regards of iCapital Alternative Market Place
• Establish, maintain, and further develop key account relationships with Wealth Management firms in Switzerland, with a specific focus on Single and Multi-Family Offices as well as Independent Asset Managers, Small and Medium Wealth Managers including banks
• Develop a deep understanding for iCapital’s value proposition, key market trends and identify business opportunities in the specific market segment
• Represent iCapital on roadshows and external events
• Work across various iCapital’s business units to achieve best client outcome and successful long term client relationship
• Provide constant feedback from the field on competitive landscape, investor appetite, trends and share with colleagues globally

Candidate Profile

• 10+ years of experience in Wealth or Asset Management and/or Alternative Investments.
• Strong client based and proven track record in business development in the reference target market 
• Excellent understanding and track record of the specific Wealth Management landscape 
• Deep understanding of Private Markets and more generally Alternative Investments; ideally gained as a 1. Private Markets Product Specialist for a large international Bank or Wealth Manager or as a 2. Private Banker responsible for Family Offices and FIM acquisition solutions or 3. Asset Management Salesperson responsible for the reference target market coverage
• Ability to comprehend, articulate and showcase industry knowledge in regards of alternative investments and solutions
• Entrepreneurial approach, problem-solving, resourceful, and resilient mindset
• Excellent verbal and written communication skills
• Strong appetite to work in a fast growing, entrepreneurial environment, self-motivated with an hands-on attitude
• English, Swiss German, French (a plus), Italian (a plus)

Benefits

iCapital offers a comprehensive benefits package that includes a total compensation program consisting

of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with

100% employer-paid health and dental insurance; and generous paid time off (PTO).

For additional information on iCapital, please visit https://www.icapital.com

Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc