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The role involves driving business development efforts in financial reporting services, establishing relationships with high-net-worth clients, promoting iCapital's technology capabilities, and collaborating with teams for client management and success.

This role involves leading business development initiatives for iCapital, focusing on growing financial reporting services for the wealth management sector. Responsibilities include building relationships with wealth managers and family offices, driving new business opportunities, conducting market analysis, negotiating contracts, and improving client experiences through feedback and collaboration.

As a Business Manager, you'll work with the Investor Relations team to enhance operational efficacy by establishing metrics, creating reports, mapping processes, and driving strategic projects. The role requires strong analytical skills to recommend solutions and improve user experience for high-net-worth clients and financial advisors.