iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. iCapital services approximately $179 billion in global client assets invested in 1,445 funds, as of January 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); & a three-time winner of MMI/Barrons Solutions Provider award (See link below). 

About the Role

The Head of Investor Relations (IR) will lead a Global team of over 50 employees distributed across multiple locations including New York, New Jersey, Connecticut, Massachusetts, Canada, Portugal, & Singapore. The Investor Relations team is designed to provide iCapital clients with best-in-class service to ensure a seamless experience throughout the lifecycle of their investments.

This role will include management of the team & partnership with its leadership & the Client Solutions team to manage client education, onboarding, & service to our vast & diverse client base, including General Partners, Wirehouses, RIAs, Broker Dealers, Financial Advisors, & their support teams as well as iCapital employees & end investors. In addition, a deep partnership with our Technology team is necessary to drive controls, automation, & continue building scale.

The Head of Investor Relations will work with a broad range of clients within a fast-paced, collaborative, & entrepreneurial environment & liaise with our Client Coverage team to optimize the user experience & ensure our clients overall success. The ideal leader of this team has an innovative mindset & will work to develop new & better ways to drive the business forward. 

 Responsibilities

• Liaise with internal & external clients on opportunities to improve the client experience & outcomes.
• Design & improve the control environment for Investor Relations in coordination with platform technology build outs.
• Work with the Product & Technology teams to design new & enhance existing platform functionality.
• Integrate new platform tools with existing workflows & processes.
• Iterate on management reporting & perfect client deliverables.
• Structure the team for efficiency & scale.
• Client Management & Education:
  • Understand the iCapital platform & its various use cases & highlight & demonstrate the benefits to different client constituents.
  • Understand different alternative investment asset types & fund structures & help others understand them.
  • Understand iCapitals client base, including how they interact with our funds & technology & ensure sufficient resources are being deployed to manage their investments.
  • Educate on all aspects of an alternative investments life cycle as well as taxes, terms, subscription processing, redemptions, transfers, & LOAs.
• Team Management & Training:
  • Continue to hire & refine the organizational structure in line with global growth, client needs, & business needs.
  • Look for efficiencies with respect to training & hiring to bring new client service associates online quickly & consistently grow the knowledge base.
  • Drive change in processes, challenge the status quo, ensure the team has a client first & client centric mentality, & has the tools to deliver on it.
  • Ensure best in class training programs for the existing team & all new hires.
• Assist in Fund Raising Activities:
  • Oversee all aspects of onboarding new clients & investors.
  • Manage subscription activities & fund raising across many funds per week including working with third party admins to clear clients & managing close processes.
  • Oversee the management of all fund related transactional processes related to a client subscription. This includes but is not limited to LOAs, transfers, & redemptions.
  • Shepherd incoming investors via their advisors throughout the lifecycle of the investment process.
  • Oversee & manage all investment related communications across our client base.

Qualifications

• Bachelors Degree in a related field
• 15+ years of experience in financial services, preferably in a client services or investor relations role. Experience with alternative investments is a plus
• Excellent leadership & managerial skills, emotional intelligence, diplomatic, charismatic, persuasive, & credible to a wide variety of audiences, both internal & external
• Passion for the application of innovative technology
• Strong written, verbal, & interpersonal communication skills
• Willingness to learn new topics & work in an evolving, entrepreneurial business environment
• Able to work well in a cross-functional, matrix management environment with a highly collaborative, team-oriented approach to problem-solving
• Effectively prioritize tasks, meet deadlines, & work under pressure with a high level of attention to detail
• Experience managing a global team of people

Benefits

The base salary range for this role is $240,000 to $280,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, & 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO).

We believe the best ideas & 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, & some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/