Client Partner Banking and Capital Markets
Full Time • New York
VP – Banking and Capital Makets
Location: NYC
Reports To: Head of Capital Markets
Position Overview
We are seeking an experienced and forward-thinking Vice President to lead business development and client engagement initiatives within the Asset Management sector. The ideal candidate will have deep domain expertise in asset management and a proven ability to drive growth through strategic partnerships, innovative solutions, and a client-centric approach. This role will also focus on leveraging company’s capabilities in data analytics, digital transformation, and operational efficiency to address industry challenges.
We are seeking an experienced and forward-thinking Vice President to lead business development and client engagement initiatives within the Asset Management sector. The ideal candidate will have deep domain expertise in asset management and a proven ability to drive growth through strategic partnerships, innovative solutions, and a client-centric approach. This role will also focus on leveraging company’s capabilities in data analytics, digital transformation, and operational efficiency to address industry challenges.
Key Responsibilities
The Vice President will play a critical role in driving Company’s growth within the asset management sector by developing and executing comprehensive strategies that align with client needs in areas such as fund distribution, investment operations, fund reporting, pricing and valuation, risk analytics, and operational transformation.
This leader will identify and cultivate opportunities to deepen relationships with existing clients while opening new doors with prospective firms, ensuring company's offerings are tailored to meet evolving industry demands. By building trusted relationships with key stakeholders across marketing, sales, FP&A, operations, and risk, the VP will act as a strategic advisor, guiding clients through innovative solutions like portfolio risk assessment, fund performance analytics, and Generative AI applications.
This leader will identify and cultivate opportunities to deepen relationships with existing clients while opening new doors with prospective firms, ensuring company's offerings are tailored to meet evolving industry demands. By building trusted relationships with key stakeholders across marketing, sales, FP&A, operations, and risk, the VP will act as a strategic advisor, guiding clients through innovative solutions like portfolio risk assessment, fund performance analytics, and Generative AI applications.
A significant focus of the role will be solutioning—collaborating with clients to understand their challenges and designing data-driven, scalable, and cost-effective solutions that leverage company’s advanced capabilities in analytics, digital transformation, and process automation. The VP will lead the end-to-end development of these solutions, from identification to seamless implementation, ensuring measurable business outcomes and fostering long-term client value. In addition, the VP will drive business development by leading client discussions, crafting compelling proposals, and closing contracts while ensuring flawless execution and satisfaction through operational excellence.
The role also emphasizes thought leadership, positioning company as an industry leader through whitepapers, conferences, and webinars, while championing initiatives like automating fund reporting and integrating AI into portfolio construction. By managing and mentoring a high-performing team, the VP will oversee the delivery of client projects with a commitment to quality and innovation, ensuring company continues to set the benchmark for excellence in the asset management industry.
Qualifications
- Experience: 12-15+ years in asset management, management consulting, or financial services, with a focus on client-facing roles and business growth.
Education: Minimum of an undergrad degree is required. MBA or advanced degree in Finance, Business, Data Science, or related field preferred.
Expertise:
- Deep understanding of at least one of the following key areas at an asset management firm: Investment operations, fund distribution, fund reporting, operations, FP&A, performance analytics, risk management, and pricing and valuation.
- Proven experience in leveraging analytics and digital solutions to address challenges in the asset management space.
Leadership: Demonstrated ability to lead teams, manage client relationships, and drive revenue growth.
Communication: Strong presentation, negotiation, and interpersonal skills, with the ability to engage C-suite executives.
Good to Have:
Experience in fund distribution strategy, market research, and sales enablement within asset management. Familiarity with Generative AI applications and advanced analytics for the financial services industry.
Compensation: $200,000.00 - $220,000.00 per year
About
In the perfect storm of technology forces shaping the business world, the question is not whether companies need to adapt to stay competitive but which tech partner to trust for long-term business improvement and transformation needs.
That’s why iShare was founded: to be that credible IT partner that cuts through the buzzword clutter to deliver real value by real people. And that starts with doing the basics right.
Who We Are
Based in New Jersey, iShare is a boutique IT consulting firm with strategic advisory, development, and staffing services designed for specific industry verticals. iShare was founded to fill a real market need – with so much noise about cloud, big data, and information security, companies today are adopting software product after product and losing sight of which they need and why, while what they really need is credible consulting that takes the time to understand their company’s unique scenario and requirement, and then architect a solution accordingly.
Recognizing this gap, senior industry executives put their credibility on the line to form iShare and ensure they create a fulfilling experience with lasting value for all stakeholders – customers, employees and partners. iShare leadership team has 20+ years average IT experience and is well-rounded in technology, operations, account and customer management. Our experience spans C-Suite positions with Fortune 100 firms as well as mid-tier firms. Our background includes stints at multibillion-dollar ITO / BPO firms as well as startups.
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