Relationship Manager, Business Development – RIA Enterprise Vice President

Responsibilities

Partner with RIA home offices, CIOs, investment committees, and platform decision-makers to support structured investment adoption and growth.
Develop and execute firm-level adoption strategies across large advisor networks and enterprise platforms.
Act as the primary liaison between enterprise RIA clients and internal teams to ensure a seamless client experience and platform effectiveness.
Coordinate structured investment platform initiatives, integrations, and rollout strategies across enterprise clients and internal stakeholders.
Partner closely with the Sales, Product, Technology, and National Accounts teams to align platform capabilities with client needs and business objectives.
Drive utilization of structured investment technology tools and resources across regional coverage teams.
Identify and prioritize platform enhancements, workflow improvements, and technology-driven solutions to improve advisor engagement.
Support enterprise presentations, RFPs, platform reviews, and strategic client meetings.
Collaborate with Enterprise RIA coverage teams to deepen existing relationships and identify opportunities for expanded platform integration.
Serve as a central coordination point across internal and external stakeholders, ensuring consistency in messaging, execution, and client engagement.
Position structured investments within iCapital’s broader platform offering and support overall enterprise growth initiatives.

Qualifications

7+ years of experience in structured investments, wealth management distribution, enterprise platforms, national accounts, or related financial services roles
Strong knowledge of structured investment products and capital markets
Experience working with RIA home offices, enterprise wealth platforms, and institutional clients
Demonstrated ability to manage cross-functional initiatives and collaborate across Sales, Product, Technology, and Operations teams
Strong presentation, communication, and relationship management skills
Experience supporting enterprise platform solutions, technology integrations, or white-label offerings
Strategic mindset with the ability to influence stakeholders across large organizations
Existing relationships within the Enterprise RIA and National Accounts channels are highly desirable.
Series 7 and 63 or 66 licenses are required
Willingness to travel for client meetings, industry events, and internal coordination