iCapital

Vice President

• Generate sustainable revenue and achieve or exceed assigned sales and growth targets
• Identify, develop, and close new business opportunities while maintaining a healthy sales pipeline
• Own client relationships across prospecting, opportunity development, relationship management, retention, and expansion
• Develop understanding of clients’ businesses, strategic goals, priorities, challenges, and growth initiatives
• Build trusted relationships with executive, business, technology, and operational stakeholders
• Develop and execute strategic account plans
• Present and demonstrate iCapital products and services
• Conduct business reviews, strategic planning sessions, and account health assessments
• Identify expansion opportunities, account risks, and client needs and develop action plans
• Serve as the customer voice internally and partner with Product, Client Delivery, Production Support, and Leadership
• Support resolution of escalated client issues
• Maintain understanding of iCapital’s platform, products, processes, capabilities, and product roadmap
• Monitor life insurance, annuity, distribution, technology, and industry trends
• Maintain Salesforce records, account plans, opportunities, forecasts, client activity, and required documentation
• Participate in industry events, conferences, working groups, and associations

Explore Vice President, Strategic Accounts at iCapital. Review requirements and application details.

Vice President, Strategic Accounts

• Drive new business growth and develop long-term strategic relationships across the life insurance and annuity market
• Own the full client lifecycle from prospecting and opportunity development through relationship management, retention, and expansion
• Generate sustainable revenue and achieve or exceed assigned sales and growth targets
• Identify, develop, and close new business opportunities while maintaining a healthy sales pipeline
• Develop and execute strategic account plans aligned with client objectives, revenue opportunities, relationship priorities, and retention risks
• Build trusted relationships with executive, business, technology, and operational stakeholders
• Present and demonstrate iCapital products and services in line with client needs and strategic objectives
• Conduct business reviews, strategic planning sessions, and account health assessments
• Identify expansion opportunities, account risks, and client needs and develop action plans
• Partner with Product, Client Delivery, Production Support, and Leadership to address client needs and execute strategic initiatives
• Support resolution of escalated client issues
• Maintain knowledge of iCapital’s platform, products, processes, capabilities, and product roadmap
• Monitor life insurance, annuity, distribution, technology, and broader industry trends
• Maintain accurate Salesforce records, account plans, opportunities, forecasts, client activity, and documentation
• Participate in industry events, conferences, working groups, and associations