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

iCapital is looking for an Advisor Engagement Specialist to join the iCapital Marketplace team. This individual will play a crucial role in expanding the iCapital Marketplace's presence in the Registered Investment Advisor (RIA) & Single-Family Office (SFO) channel. This role will actively identify, cultivate, & manage relationships with advisors, highlight the platform's features, assist with user registrations, ensure seamless onboarding experiences, & collaborate closely with internal teams to achieve platform expansion objectives.

Responsibilities

• Identify & cultivate relationships proactively with advisors to expand the iCapital Marketplace's advisor base within the RIA & SFO channel.
• Showcase the features & capabilities of the iCapital platform to advisors, emphasizing new tools & functionalities that can help enhance their business.
• Manage & oversee user registrations on the iCapital Marketplace, provide support, guidance, & troubleshoot assistance as needed.
• Facilitate a smooth onboarding experience for Wealth Advisors, which includes conducting introductory calls, organizing platform demonstrations, & addressing any inquiries or concerns.
• Collaborate closely with the Marketing team to develop targeted campaigns aimed at boosting user engagement & adoption on the Marketplace.
• Work collaboratively with internal teams, including GP Relationship Managers, Investor Relations, & Sales Support, to ensure a positive client experience.
• Stay informed about industry trends, competitor activities, & market developments within the RIA & SFO space, to enhance the iCapital Marketplace's competitive position.

Qualifications

• Bachelors degree in business administration, finance, marketing, or related field
• 4 to 8 years of experience in a client-facing role within the financial services industry, preferably working with RIAs or SFOs
• Strong understanding of investment products, alternative investments, & wealth management solutions
• Excellent communication & interpersonal skills, with the ability to build & maintain relationships with advisors & internal stakeholders
• Able to work independently, prioritize tasks, & manage multiple projects simultaneously

Benefits

The base salary range for this role is $100,000 to $140,000.  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.