Enterprise Coverage and Client Management, IBD's - Associate / Assistant Vice President

iCapital is looking to hire an Associate / Assistant Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships within the Independent Broker Dealer (IBD) channel. This position will play a central support role in helping quarterback relationships within existing Enterprise Wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a junior-level, technical relationship management role focused on the delivery and ongoing support of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the wealth channel.   

Responsibilities

• Support development & deepening of existing relationships with wealth managers.
• Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure.
• Support driving day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients.
• Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration

Qualifications

• 2-7+ years of experience in a technical relationship management capacity
• Knowledge of alternatives and/or structured investments is preferred
• Experience working for or with wealth management firms is preferred
• Experience with SAAS offerings and wealth tech platforms preferred
• Excellent organizational skills and attention to detail
• Excellent verbal and written communication skills 
• Able to meet deadlines and work effectively under pressure
• Passion for client service and exceeding client expectations
• Demonstrated client service skills
• Series 7 and 63 licenses preferred 

Benefits

The base salary range for this role is $85,000 to $135,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer.