Client Solutions

VP, Client Solutions (Channel partnerships)

(Full-time | Hybrid- NYC | iAltA Holdings – Private Markets Ecosystem)

Who We Are

Helm is part of the iAltA ecosystem — a next-generation financial services platform purpose-built to power the future of private markets.

Helm is the modern operating platform for private markets — collapsing the fragmented tools, manual workflows, and disconnected data that define the industry today. Combining the strengths of Delio, Verivend, and Betterfront in a unified platform, Helm streamlines capital raising, investor relations, and ongoing fund operations for asset managers and private market firms across the full investment lifecycle.

At Helm, every leader must have growth-company DNA: operating with speed, clarity, resilience, and accountability in a complex, high-change environment. We are an AI-enabled organization; we expect all team members to actively leverage AI tools to work smarter, move faster, and continuously improve outcomes. Things move fast, and we value action, intention, and teamwork above all else.

What We’re Looking For

• A driven channel business development expert who will build a channel strategy and partnerships function for our private markets infrastructure capabilities. You are a solutions oriented leader with deep expertise in sophisticated client pain points throughout the investment lifecycle.
• NYC based candidates preferred; however, we would consider exceptional candidates who are not currently located in NYC

In This Role, You Will

• Build and own the channel partnership strategy — identifying, prioritizing, and developing relationships with key distribution partners
• Act as a senior solutions engineer for complex partner-led deals; design and deliver demos, proof-of-concepts, and solution proposals tailored to partner channels
• Channel and APIs - create connections so many can leverage our solutions in different ways commercially vs technically, based on needs of individual firms
• Source, negotiate, and structure commercial agreements with channel partners (referral fees, rev share, co-marketing arrangements)
• Cultivate executive-level relationships at partner firms to deepen strategic alignment
• Partner with Product to advocate for features and integrations that unlock or strengthen key channels (API enhancements, data connectors, white-label capabilities)
• Set revenue and AUM targets tied to channel activity and report to C-suite on partnership pipeline health

To Be Successful, You Will Have

• A strong network within the private markets ecosystem and deep knowledge of these sophisticated clients (GPs, LPs, wealth management firms, Turnkey Asset Management Platforms (TAMP) such as Envestnet, software firms and fund admins)
• Fluency in private markets dynamics — fund structures, LP/GP workflows, regulatory environment (SEC, FINRA), and competitive landscape
• Previously built out GTM functions and partnership frameworks at a start up or high growth fintech company

You Will Embody iAltA’s Core Values

•   Intentional, but Opportunistic – We Say Yes!
•   Adaptability
•   Loyalty
•   Team First, Ego Last
•   Always Learning

Compensation & Benefits

• Competitive salary range: NYC based: $175,000-$250,000 based on experience, plus significant bonus potential
• Equity participation across iAltA and relevant portfolio companies
• Flexible time off policies
• Comprehensive health, dental, and vision coverage for employees and dependents
• Opportunity to shape the infrastructure of the next-generation private markets ecosystem
• 401(k) program — coming soon

Additional Information

This job description is not exhaustive; other duties may be assigned as needed. A background check may be conducted following a conditional offer of employment. iAltA is an equal opportunity employer. We are committed to creating a high-performing healthy culture and environment for all employees.