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 $176 billion in global client assets invested in 1,433 funds, as of December 2023. 

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 

iCapital is looking to hire an Associate or Assistant Vice President to join the Enterprise Solutions team. This role will assist with ongoing relationship management & business development for existing GP clients, prospect new clients within the Asset Management arena, & provide general support to the GP client coverage team. 

Responsibilities 

• Strategic Relationship Management: 
  • Assist in day-to-day management of existing GP client relationships.
  • Responsible for but not limited to responding to ad hoc requests, assisting with platform demos & training, tracking meeting requests, managing weekly agendas, & follow-up deliverables, etc.
  • Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features & offerings, corporate developments, etc.).
  • Cultivate a list of prospective clients & assist relationship managers with pitching new business, including the preparation of RFPs; Develop & manage 3-4 key relationships overtime.
  • Work collaboratively with internal & external cross-functional teams on fund launches, closes, & other strategic initiatives.
  • Develop presentation materials & analysis for client meetings & projects. 

• Enterprise Solutions team strategy: 
  • Collaborate with the Enterprise Solutions team & senior executives across the company to drive tactical & strategic initiatives regarding sales strategy & business development, CRM technology, & marketing.
  • Manage & lead internal projects & develop framework & process for ongoing GP client coverage team management.
  • Develop presentations & analysis for internal meetings & projects. 

 Qualifications 

• 3-10 years of experience in a client-facing capacity (client services, account management, sales, or business development) 
• Knowledge of the Alternative Investments industry 
• Series 7 & 63 licenses preferred, but not required 
• Excellent verbal & written communication skills 
• Strategic mindset & able to work independently 
• Demonstrated client service skills with stakeholders & clients 
• Experience in project management preferred 
• Detail-oriented & able to prioritize in a fast-paced environment 

Benefits 

The base salary range for this role is $85,000 to $120,000. 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/ 

iCapital is proud to be an Equal Employment Opportunity & Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.