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About the Role

This senior-level, technical role focuses on delivering and supporting iCapital’s full suite of solutions to the wealth channel. The position plays a central role in quarterbacking, maintaining, and deepening relationships within existing clients, ensuring fulsome delivery and execution of our offerings across all asset classes. The team strives to understand client needs and collaborate to deliver best-in-class solutions and high-quality client service. This role will also partner with Business Development to uncover new expansion opportunities within existing clients.

Responsibilities

Develop and deepen existing relationships with Wires & Private Banks clients.
Drive enterprise adoption of our technology platform and infrastructure.
Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
Serve as the primary touchpoint for several strategic clients.
Manage and lead internal projects and develop frameworks and processes for ongoing team management.
Develop presentations with significant data and analysis for internal meetings and projects.
Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives.
Drive day-to-day engagement with Enterprise Wealth clients, ensuring high-level delivery and execution.
Collaborate with other Client Management associates to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.

Requirements

10+ years of experience in a technical relationship management capacity.
Extensive knowledge of alternatives and/or structured investments is highly preferred.
Direct experience working for or with wealth management firms is highly 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.
Strategic mindset and able to work independently.
Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight.
Series 7 and 63 licenses preferred.

Work Type

Hybrid

Experience Level

Senior-level
10+ years

Salary/Compensations

$165,000 to $200,000

Benefits

Salary, equity for all full-time employees, and an annual performance bonus.
Comprehensive benefits package.
Employer matched retirement plan.
Generously subsidized healthcare.
100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
Parental leave.
Unlimited paid time off (PTO).

About the Company

iCapital is a financial technology company.
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/

Equal Opportunity

iCapital is proud to be an Equal Employment Opportunity and 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.