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Vice President Ria Jobs in Connecticut (NOW HIRING)

iCapital

National Accounts - Vice President

Greenwich, CT · On-site

$160K - $190K/yr

About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution ... Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and ...

New

iCapital

National Accounts - Vice President

Greenwich, CT · On-site +1

$160K - $190K/yr

About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution ... Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and ...

New

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Vice President Ria information

How does a Vice President at Ria typically collaborate with cross-functional teams to drive company objectives?

As a Vice President at Ria, you will regularly work with leaders and specialists from departments such as operations, compliance, technology, and business development. Collaboration often involves setting strategic priorities, aligning resources, and ensuring that all teams are moving towards shared organizational goals. Effective communication and the ability to coordinate projects across different time zones and cultures are crucial, given Ria's global presence. This role requires balancing high-level decision-making with hands-on involvement in cross-departmental initiatives to achieve growth and regulatory compliance.

What does a Vice President at Ria do?

A Vice President at Ria oversees major business units or functions, providing strategic leadership and ensuring operational excellence. Their responsibilities typically include developing and implementing business strategies, managing teams, and driving growth initiatives. They also play a key role in stakeholder management, compliance, and aligning company goals with market opportunities. Vice Presidents at Ria are expected to have a deep understanding of the financial services industry and contribute to the company’s overall success.

What is the difference between Vice President Ria vs Financial Director?

AspectVice President RiaFinancial Director
CredentialsTypically requires a bachelor's degree in finance, business, or related field; often an MBA or similar advanced degreeRequires a bachelor's degree in finance, accounting, or related; CPA or CFA certifications are common
Work EnvironmentExecutive leadership in financial services or fintech companies, involved in strategic planning and high-level decision makingOversees financial operations, budgeting, and reporting within organizations, often reporting to the CFO
Industry UsageCommonly used in fintech, banking, and financial services sectorsWidely used across industries with a focus on finance and accounting departments

The Vice President Ria typically holds a strategic leadership role focused on high-level decision making within financial services, while the Financial Director manages day-to-day financial operations and reporting. Both roles require strong financial credentials, but the VP Ria emphasizes strategic growth, whereas the Financial Director concentrates on financial management and compliance.

What are the key skills and qualifications needed to thrive as a Vice President at Ria, and why are they important?

To thrive as a Vice President at Ria, you need extensive experience in financial services or money transfer, strong leadership capabilities, and a relevant degree, often in business or finance. Familiarity with industry-specific compliance systems, data analytics tools, and CRM platforms is typically required. Exceptional strategic thinking, cross-cultural communication, and stakeholder management skills make a leader stand out in this global role. These competencies are crucial for driving business growth, ensuring regulatory compliance, and leading high-performing teams in a competitive, international environment.
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Vice President Ria jobs near you
National Accounts - Vice President

National Accounts - Vice President

iCapital

Greenwich, CT • On-site

$160K - $190K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

New

Job description

About the Role
iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapital's alternative investment product placement and management along with focused distribution efforts, across strategically important RIA or independent broker dealer relationships. This will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams.
The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm level marketing initiatives, and service level requests to drive sales. This position will report to the Head of Alternatives Distribution National Accounts and will work closely with our field-based regional sales teams.
Responsibilities
  • Lead research engagement for new and existing mandates to deliver industry leading due diligence experience to iCapital white label research teams.
  • Cultivate strong and trust-based relationships with Research teams at all levels of leadership, analysts, and operational due diligence.
  • Collaborate seamlessly with iCapital research teams and GP partners to ensure continuous alignment on current views, pipeline, strategy placement and industry trends.
  • Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience.
  • Own product and platform rollouts coordinating across internal partners, general partners, key clients, and iCapital regional sales team members to maximize sales opportunity.
  • Create and maintain active SWOT documentation for each key client and establish routines to support each relationship.
  • Develop key client collateral, independent of or in partnership with iCapital's Marketing team to support our field-based sales efforts.
  • Document all client focused activities via CRM (Salesforce).
  • Build and strengthen relationships through contact frequency including comprehensive face-to-face, phone, and electronic contact with key decision-makers and points of influence at firms to increase our influence at various firm levels.
  • Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention.
  • Participate in harmonizing strategy and tactics and distribution opportunities for initiatives for assigned firms.
Qualifications
  • 10+ years of experience placing complex products with RIAs and Independent firms
  • Bachelor's degree is required
  • Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and research perspective. Intermediate knowledge of alternative investment products and asset classes
  • Able to influence and persuade others, bridge differences, and build consensus towards a common goal or objective is critical
  • Strong leadership and communication skills with the ability to work collaboratively with key internal relationships and external partners
  • Marketing and analytical skills are required to implement research coverage and top-down strategic plan to execute overall business plan
  • Strong sales skills, with history in a consultative sales process
  • Able to multi-task and maintain a positive attitude and high-performance level with demanding and time sensitive initiatives
  • Excellent verbal and written communication and strong presentation skills
  • Series 7 and 63 licenses are required
  • Willingness to travel up to 50% of the time for key client support and business development activities
Benefits
The base salary range for this role is $160,000 to $190,000. 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 | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an 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.

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