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 $166 billion in global client assets invested in 1,356 funds, as of August 2023.

iCapital has been named to the Forbes Fintech 50 for six 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 iCapital Solutions team, focused on our existing enterprise wealth relationships. This position will play a central support role in helping quarterback relationships within existing enterprise wealth clients, ensuring fulsome delivery & execution of our existing suite of offerings across all asset classes.  The team strives to understand their clients needs & collaborate with other departments to deliver customized solutions & the highest quality client service & execution. This is a junior-level technical role focused on the delivery & ongoing support of iCapitals full suite of solutions, ranging from alternatives to structured investments, to the wealth channel.  

Responsibilities

• Support development & strengthen existing relationships with wealth managers.
• Become an expert on enterprise technology solutions & help drive enterprise adoption of our technology platform & infrastructure.
• Support driving day-to-day engagement with enterprise wealth clients, ensuring we are delivering & executing at the highest level for iCapitals clients.

• Collaborate with other Client Management associates across iCapital Solutions to drive tactical & strategic initiatives regarding existing client penetration.

Qualifications

• 2-4+ 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 & wealth tech platforms is preferred
• Excellent organizational skills & attention to detail
• Excellent verbal & written communication skills
• Able to meet deadlines & work effectively under pressure
• Passion for client service & exceeding client expectations
• Demonstrated client service skills
• Series 7 & 63 licenses is preferred

Benefits

The base salary range for this role is $75,000 to $135,000.  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.