Relationship Manager - Associate / Assistant Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $187 billion in global client assets invested in 1,504 funds, as of April 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).

About The Role

iCapital is seeking a Relationship Manager to join our Education and Compliance Solutions team. This candidate will play a vital role in cultivating and nurturing strong relationships with our wealth management firm clients while understanding their needs, offering tailored solutions, ensuring client satisfaction, and addressing concerns. This role involves effective client communication, contract renewal negotiations, and collaboration with internal teams to deliver high-quality service. This individual will also monitor account activity, investigate operational issues, identify opportunities, and strive to enhance the overall client experience. Strong interpersonal skills, strategic thinking, and a client-focused approach are essential for success in this role.

iCapital’s Education and Compliance Solution combines award-winning* foundational education and industry-leading investment product training with compliance-based workflows which empower financial firms and professionals to source, evaluate, transact, and monitor alternative investments from an extensive menu while fulfilling firm and regulatory requirements.

Responsibilities

• Establish and maintain strong relationships with wealth management firm clients, understanding their needs and expectations.
• Implement, administer, and provide user training on the education and compliance solution for new and existing firms and advisers.
• Maintain a solid understanding of platform functionality and limitations necessary to propose implementation strategies that effectively meet client objectives.
• Work internally with other departments to ensure quick and satisfactory resolutions while managing client expectations.
• Keep clients informed on platform updates, enhancements, and other relevant information
• Generate, negotiate, and process client renewal contracts.
• Identify opportunities with clients and introduce relevant solutions that drive deeper relationships.
• Document client interactions, communications, and opportunities in Salesforce.
  
  

Qualifications

• 2-7 years of successful work experience in the wealth or asset management industry in a client facing capacity, preferably with alternative investments
• Exceptional organizational and documentation skills
• Strong verbal, written, and interpersonal communication skills
• Excellent client service aptitude and attitude
• Can multi-task across several clients and prioritize time sensitive items
• Thrives in a fast-paced environment and calmly adapts to change when needed
• Comfortable working knowledge of Microsoft Suite and Salesforce
• Alternative investments product and regulatory knowledge is a plus
  
  

Benefits

The base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and 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, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and 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 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.