The Vice President, Enterprise RIA Structured Investments will be responsible for driving platform adoption, strategic growth, and structured investment penetration across Enterprise RIA firms. This individual will serve as a key partner to RIA home offices, CIOs, investment committees, and platform decision-makers, helping scale structured investment capabilities across large, complex organizations.
This role will act as a central connector between enterprise clients, internal distribution teams, national accounts partners, product specialists, and technology stakeholders to enhance the structured investment platform, drive firm-wide adoption, and support strategic growth initiatives.
- 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.
- 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.
- Willingness to travel for client meetings, industry events, and internal coordination
The base salary range for this role is $80,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees. This role is eligible for comission. 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).