RIAs Business Development Support - Analyst / Associate

The RIAs Business Development Support - Analyst/Associate at iCapital will be pivotal in driving new business initiatives and managing relationships with both existing clients and prospects. Key responsibilities include creating pitch decks, conducting market analysis, negotiating contracts, and organizing client implementation efforts while working closely with the Client Management team.

To qualify for the RIAs Business Development Support - Analyst/Associate position at iCapital, candidates should have 2-5 years of experience in business development or relationship management within the financial services or fintech sectors. A deep understanding of alternative investments and structured products, alongside strong communication skills and possibly having Series 7 and 63 licenses, would enhance your application.

At iCapital, we deeply value professional growth. The RIAs Business Development Support - Analyst/Associate role offers numerous opportunities to develop skills through collaboration with experts and hands-on involvement in strategic initiatives. Employees also benefit from performance bonuses and a comprehensive benefits package, ensuring you have support as you progress in your career.

The work environment at iCapital for the RIAs Business Development Support - Analyst/Associate is collaborative, dynamic, and supportive. Employees are expected to work in the office Monday through Thursday and can enjoy the flexibility of remote work on Fridays, fostering a work-life balance while staying engaged with the team.

In the role of RIAs Business Development Support - Analyst/Associate at iCapital, you'll work closely with our largest clients and prospects within the RIA channel. This includes building relationships with key decision-makers and providing consultative support to ensure they leverage all aspects of iCapital's innovative technology offerings.

When answering this question, provide a clear example that showcases your ability to identify a potential client, create a tailored pitch, and build a relationship that led to a successful acquisition. Highlight the strategies you employed and the outcome, making sure to demonstrate your consultative approach.

Discuss your organizational techniques, such as utilizing CRM software and setting reminders for follow-ups. Emphasize the importance of prioritizing client needs and maintaining thorough notes for personalized engagement—this shows your commitment to client service.

Share methods like conducting client interviews or surveys to actively solicit feedback. Discuss how you use this information to develop solutions that align with their objectives, showcasing your consultative selling abilities.

Explain your negotiation philosophy, focusing on win-win scenarios. Provide an example of a challenging negotiation where your approach led to mutual benefits, making sure to reflect your problem-solving skills and understanding of the client's perspective.

Indicate your familiarity with these areas, whether through previous jobs or personal interest. Highlight specific technologies or investment strategies you've worked with, showcasing your knowledge and readiness to engage clients in these discussions.

Showcase your ability to remain professional and use feedback constructively. Discuss how you would take such feedback into consideration to improve processes or services, emphasizing your commitment to enhancing client relationships.

Talk about factors like competitive analysis, industry trends, and client demographics. Highlight how you would ensure your strategies are data-driven and aligned with iCapital's goals, illustrating your analytical abilities.

Express your genuine interest in iCapital’s innovative approach to financial solutions and the value of working in a dynamic team. Relate your career goals to the opportunities for growth and development this position offers.

Mention methods such as following industry publications, attending webinars, and networking with professionals in your field. Emphasize how staying informed enables you to better serve your clients by providing them with relevant information and insights.

Define excellent customer service as understanding client needs, proactive communication, and delivering solutions that exceed expectations. Back it up with examples of how you’ve exemplified excellent service in previous roles.