Consultant

iCapital Network is a powerful financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices and other sophisticated investors. The state-of-the-art online portal offers a curated selection of private equity funds and hedge funds, extensive due diligence support, an automated subscription process and integration with a wide range of custodial platforms and reporting packages. The firm's customizable technology and specialized suite of services is also used by asset managers and financial institutions to streamline and automate their private fund operations. Visit www.icapitalnetwork.com for more information and follow us on Twitter @icapitalnetwork

iCapital is seeking a regional Senior Vice President or Managing Director level senior sales leader for the Midwest Region (player coach role). This individual is responsible for leading sales coverage in Iowa, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Ohio and Wisconsin. This role is part of iCapital’s Alternatives Distribution Sales Leadership team and will report to the Head of Alternative Investments Distribution. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.

Responsibilities include driving market coverage, overseeing a team of 2-3 professionals, optimizing client coverage models, executing consultative sales processes, developing proficiency with 60+ offerings across private credit, private equity, real estate, and hedge funds, championing local market launch plans, and traveling to meet with advisors and clients.

Qualifications include 10+ years in the alternative investment industry in a client-facing role, expertise in RIA, Independent BD, or Bank distribution segments, success in building regions using data and CRM, ability to sell and support hedge funds, private equity, private credit, and real estate offerings. Required licenses are Series 7 and 63; Series 24 is preferred or must be obtained within 90 days. CAIA certification is preferred or to be obtained within three years.

Benefits include a salary range of $175,000 to $225,000, equity, annual bonus, comprehensive benefits such as employer-matched retirement plan, subsidized healthcare (dental, vision, telemedicine, mental health), parental leave, unlimited PTO, and remote work in Chicago.

iCapital is seeking a senior sales leader for the Midwest region to oversee alternative investment product sales and advisor education.

Senior Vice President / Managing Director

United States

iCapital is seeking a regional Senior Vice President or Managing Director level senior sales leader for the Midwest Region (player coach role). This individual is responsible for leading sales coverage in Iowa, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Ohio and Wisconsin. This role is part of iCapital’s Alternatives Distribution Sales Leadership team and will report to the Head of Alternative Investments Distribution. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.

Responsibilities include driving market coverage, overseeing a team of 2-3 professionals, optimizing client coverage models, executing consultative sales processes, developing proficiency with 60+ offerings across private credit, private equity, real estate, and hedge funds, championing local market launch plans, and traveling to meet with advisors and clients.

Qualifications include 10+ years in the alternative investment industry in a client-facing role, expertise in RIA, Independent BD, or Bank distribution segments, success in building regions using data and CRM, ability to sell and support hedge funds, private equity, private credit, and real estate offerings. Required licenses are Series 7 and 63; Series 24 is preferred or must be obtained within 90 days. CAIA certification is preferred or to be obtained within three years.

Benefits include a salary range of $175,000 to $225,000, equity, annual bonus, comprehensive benefits such as employer-matched retirement plan, subsidized healthcare (dental, vision, telemedicine, mental health), parental leave, unlimited PTO, and remote work in Chicago.Requirements:<ul><li> 10+ years of experience in the alternative investment industry in a client facing capacity</li><li> Expertise in RIA, Independent BD or Bank distribution segments</li><li> Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process</li><li> Able to sell and provide post sale support for hedge funds, private equity, private credit, and real estate offerings</li><li> Series 7 and 63 licenses are required</li><li> Series 24 license is preferred or must obtain within 90 days of start date</li><li> CAIA certified or obtain within three years of hire</li></ul>Benefits:<ul><li> Base salary range of $175,000 to $225,000</li><li> Equity for all full-time employees</li><li> Annual performance bonus</li><li> Employer matched retirement plan</li><li> Subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling</li><li> Parental leave</li><li> Unlimited paid time off (PTO)</li><li> Fully remote work based in the Chicago area</li></ul>

iCapital Network

Senior Vice President / Managing Director iCapital is seeking a senior sales leader for the Midwest region to oversee alternative investment product sales and advisor education. iCapital is seeking a regional Senior Vice President or Managing Director level senior sales leader for the Midwest Region (player coach role). This individual is responsible for leading sales coverage in Iowa, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Ohio and Wisconsin. This role is part of iCapital’s Alternatives Distribution Sales Leadership team and will report to the Head of Alternative Investments Distribution. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele.

Responsibilities include driving market coverage, overseeing a team of 2-3 professionals, optimizing client coverage models, executing consultative sales processes, developing proficiency with 60+ offerings across private credit, private equity, real estate, and hedge funds, championing local market launch plans, and traveling to meet with advisors and clients.

Qualifications include 10+ years in the alternative investment industry in a client-facing role, expertise in RIA, Independent BD, or Bank distribution segments, success in building regions using data and CRM, ability to sell and support hedge funds, private equity, private credit, and real estate offerings. Required licenses are Series 7 and 63; Series 24 is preferred or must be obtained within 90 days. CAIA certification is preferred or to be obtained within three years.

Benefits include a salary range of $175,000 to $225,000, equity, annual bonus, comprehensive benefits such as employer-matched retirement plan, subsidized healthcare (dental, vision, telemedicine, mental health), parental leave, unlimited PTO, and remote work in Chicago. Consultant Consultant iCapital Network finance alternative-investments asset-management computer-software consumer-internet consumers e-commerce enterprise-software finance-technology financial-services fintech hedge-funds information-technology internet investment-management marketplaces private-equity private-investor-network saas services software Chicago

This role involves leading a sales team across multiple states, developing client coverage strategies, and promoting alternative investment offerings. It requires extensive industry experience and licenses, with a fully remote work setup in the Chicago area.

Client Success Manager

PractiFI is the customer platform for wealth management. Built with the power of Salesforce, PractiFI brings the best of contemporary cloud features and integration to the wealth industry. PractiFI is about financial intuition, fearless ideas and feeling an intimacy with your clients that you've never known before. Financial advisers, superannuation funds, mortgage brokers, insurance brokers and accountants now have an exciting and genuine alternative. But PractiFI is more than just a system. It's an ecosystem of best-of-breed technologies that integrate harmoniously to create something that's so much more than the sum of its parts. Follow and engage with us here, tweet with us via @PractiFI on Twitter and learn more at PractiFI.com. Better still, stop by for a quality glass of red next time you're in downtown Sydney.

At Practifi, we build financial technology and foster a culture of genuine care and collaboration. As a Senior Client Success Manager, you will own relationships with key accounts, conduct business reviews, identify expansion opportunities, and advocate for clients to shape product development. You will also lead renewal conversations, mentor junior team members, and contribute to our knowledge base. The role is fully remote, reporting to the Head of Sales, with a focus on client success, revenue growth, and team leadership. Practifi values transparency, curiosity, and integrity, offering a supportive environment with summits, flexible work, and growth opportunities.

Join Practifi as a Senior Client Success Manager to build strategic relationships with financial advisors and drive revenue growth.

Senior Client Success Manager

At Practifi, we build financial technology and foster a culture of genuine care and collaboration. As a Senior Client Success Manager, you will own relationships with key accounts, conduct business reviews, identify expansion opportunities, and advocate for clients to shape product development. You will also lead renewal conversations, mentor junior team members, and contribute to our knowledge base. The role is fully remote, reporting to the Head of Sales, with a focus on client success, revenue growth, and team leadership. Practifi values transparency, curiosity, and integrity, offering a supportive environment with summits, flexible work, and growth opportunities.Requirements:<ul><li> 5+ years in client success, account management, or customer-facing roles</li><li> Financial services or fintech industry experience (wealth management, RIAs ideal)</li><li> Proven track record of managing and growing client portfolios</li><li> Experience with Salesforce or similar CRM platforms</li><li> Demonstrated ability to conduct strategic business reviews</li><li> Comfortable working remotely and collaborating virtually</li></ul>Benefits:<ul><li> Competitive salary: $95,000 - $115,000</li><li> Performance bonus eligibility</li><li> 20 days paid vacation</li><li> 10 days paid sick leave</li><li> 3 paid personal days</li><li> 3 paid volunteering days</li><li> Comprehensive benefits package</li><li> Annual Learnbucks for continued education</li><li> Flexible work arrangements</li><li> Bi-annual summits in Chicago</li><li> Cross-team collaboration opportunities</li><li> Growth and promotion opportunities</li><li> Open pay scales and transparent communication</li></ul>

Practifi

Senior Client Success Manager Join Practifi as a Senior Client Success Manager to build strategic relationships with financial advisors and drive revenue growth. At Practifi, we build financial technology and foster a culture of genuine care and collaboration. As a Senior Client Success Manager, you will own relationships with key accounts, conduct business reviews, identify expansion opportunities, and advocate for clients to shape product development. You will also lead renewal conversations, mentor junior team members, and contribute to our knowledge base. The role is fully remote, reporting to the Head of Sales, with a focus on client success, revenue growth, and team leadership. Practifi values transparency, curiosity, and integrity, offering a supportive environment with summits, flexible work, and growth opportunities. Client Success Manager Client Partner Practifi finance accountants brokers commodity-brokers computer-software crm dealers exchanges finance-technology financial-services financial-services-crm-software fintech information-technology investment-management saas security services software wealth-management

Practifi is seeking a Senior Client Success Manager to manage key client accounts, identify growth opportunities, and advocate for clients internally. The role offers remote work, competitive salary, and a comprehensive benefits package.

Head of Client Success

Addepar is a financial technology company that provides a data aggregation, analytics, and portfolio reporting platform designed for wealth management professionals. Their platform enables advisors, family offices, and institutions to analyze and manage complex portfolios with transparency and precision. Founded in 2009, Addepar aims to bring clarity to wealth management through innovative technology that integrates data from multiple sources, empowering clients to make informed investment decisions. The company is recognized for its robust analytics capabilities and commitment to transforming how wealth is managed globally.

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Head of Client Success will lead a multi-layered organization, manage client relationships, and ensure clients derive measurable ROI from the platform. The role involves driving retention, growth, and success at scale, leveraging data and AI tools, and acting as the primary escalation point for complex issues. The position requires a seasoned leader with experience in client-facing roles, preferably in FinTech or SaaS, with strong strategic and communication skills. The role is based in the United States, with a focus on clients in the US, and involves travel as needed.

Addepar is seeking a strategic leader to oversee client success for core and strategic clients, driving retention, growth, and success at scale.

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Head of Client Success will lead a multi-layered organization, manage client relationships, and ensure clients derive measurable ROI from the platform. The role involves driving retention, growth, and success at scale, leveraging data and AI tools, and acting as the primary escalation point for complex issues. The position requires a seasoned leader with experience in client-facing roles, preferably in FinTech or SaaS, with strong strategic and communication skills. The role is based in the United States, with a focus on clients in the US, and involves travel as needed.Requirements:<ul><li> 12+ years in client-facing roles (CSM, Account Management, or Consulting) with experience managing other people managers</li><li> Experience working with complex or technical products in FinTech, SaaS, Wealth Management, or Financial Services</li><li> Ability to operate in a high-growth, evolving environment and lead teams through change and ambiguity</li><li> Strong communication skills with the ability to engage with C-suite executives</li><li> Mission-driven mindset focused on client success</li><li> Willingness to travel to meet clients as needed</li></ul>Benefits:<ul><li> Health insurance</li><li> Dental and vision coverage</li><li> 401(k) retirement plan</li><li> Paid time off (PTO) and vacation</li><li> Sick leave</li><li> Parental leave</li><li> Remote work flexibility</li><li> Bonus and equity options</li><li> Benefits package including additional perks</li></ul>

Addepar

Head of Client Success Addepar is seeking a strategic leader to oversee client success for core and strategic clients, driving retention, growth, and success at scale. Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Head of Client Success will lead a multi-layered organization, manage client relationships, and ensure clients derive measurable ROI from the platform. The role involves driving retention, growth, and success at scale, leveraging data and AI tools, and acting as the primary escalation point for complex issues. The position requires a seasoned leader with experience in client-facing roles, preferably in FinTech or SaaS, with strong strategic and communication skills. The role is based in the United States, with a focus on clients in the US, and involves travel as needed. Head of Client Success Account Manager Addepar Financial Services Software Wealth Management Fintech

This leadership role involves managing a multi-tiered client success organization, ensuring client satisfaction, retention, and revenue growth. The position requires strategic oversight across the client lifecycle and collaboration with cross-functional teams.

Addepar is a global technology and data company that provides investment professionals with a platform to manage and analyze assets worth over $8 trillion. The Head of Client Success will lead a multi-layered organization, focusing on post-sales health, client retention, and growth for strategic clients such as RIAs and Family Offices. Responsibilities include developing leadership, driving client adoption and renewal, leveraging AI tools for efficiency, and managing high-stakes executive conversations. The role requires a seasoned leader with extensive experience in client-facing roles within FinTech or SaaS, strong strategic and communication skills, and the ability to operate in a high-growth environment. The position offers a salary range of $177,000 - $276,000 plus bonus, equity, and benefits, with a focus on building long-term client relationships and shaping the future of wealth management technology.

Addepar is seeking a strategic leader to oversee client success for key financial clients, driving retention and growth.

Addepar is a global technology and data company that provides investment professionals with a platform to manage and analyze assets worth over $8 trillion. The Head of Client Success will lead a multi-layered organization, focusing on post-sales health, client retention, and growth for strategic clients such as RIAs and Family Offices. Responsibilities include developing leadership, driving client adoption and renewal, leveraging AI tools for efficiency, and managing high-stakes executive conversations. The role requires a seasoned leader with extensive experience in client-facing roles within FinTech or SaaS, strong strategic and communication skills, and the ability to operate in a high-growth environment. The position offers a salary range of $177,000 - $276,000 plus bonus, equity, and benefits, with a focus on building long-term client relationships and shaping the future of wealth management technology.Requirements:<ul><li> 12+ years in client-facing roles (CSM, Account Management, or Consulting) with experience managing other people managers.</li><li> Experience working with complex or technical products in FinTech, SaaS, Wealth Management, or Financial Services.</li><li> Proven ability to lead teams through change and ambiguity in a high-growth environment.</li><li> Strong communication skills with the ability to engage with C-suite executives.</li><li> Willingness to travel as needed to meet clients.</li><li> Experience in strategic oversight of client lifecycle management.</li><li> Ability to leverage data and AI tools to improve team efficiency and client outcomes.</li></ul>Benefits:<ul><li> Bonus</li><li> Equity</li><li> Benefits (unspecified, but likely include standard offerings such as health insurance, dental, vision, etc.)</li><li> Remote work flexibility (implied by global presence and flexible workforce model)</li></ul>

Head of Client Success Addepar is seeking a strategic leader to oversee client success for key financial clients, driving retention and growth. Addepar is a global technology and data company that provides investment professionals with a platform to manage and analyze assets worth over $8 trillion. The Head of Client Success will lead a multi-layered organization, focusing on post-sales health, client retention, and growth for strategic clients such as RIAs and Family Offices. Responsibilities include developing leadership, driving client adoption and renewal, leveraging AI tools for efficiency, and managing high-stakes executive conversations. The role requires a seasoned leader with extensive experience in client-facing roles within FinTech or SaaS, strong strategic and communication skills, and the ability to operate in a high-growth environment. The position offers a salary range of $177,000 - $276,000 plus bonus, equity, and benefits, with a focus on building long-term client relationships and shaping the future of wealth management technology. Head of Client Success Account Manager Addepar Financial Services Software Wealth Management Fintech Salt Lake City Utah

This leadership role involves managing a multi-tiered client success organization, ensuring client satisfaction, and collaborating across teams to maximize platform value. The position offers a high-visibility opportunity to influence Addepar’s growth in the wealth management technology space.

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