Full-Time

International Client Solutions

Associate

Confirmed live in the last 24 hours

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Fintech
Financial Services

Compensation Overview

$90k - $105kAnnually

+ Equity + Annual Performance Bonus

Junior, Mid, Senior

Princeton, NJ, USA

Requires in-office presence Monday-Thursday, with remote flexibility on Friday.

Category
Business Development
Business & Strategy
Required Skills
Salesforce
Data Analysis
Excel/Numbers/Sheets
Requirements
  • 2-5+ years of experience in a business development/relationship management capacity; International experience is preferred
  • Fluent Spanish speaker is required
  • Knowledge of the alternative investments industry and key stakeholders (Admins, Transfer Agents, and Custodians)
  • Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
  • Excellent verbal and written communication skills. Strategic mindset and able to work independently
  • Excellent project management skills, well organized and highly collaborative strategic thinker
  • Excellent Microsoft Excel, Microsoft PowerPoint, and Salesforce skills
  • Demonstrated client service skills with stakeholders and clients
Responsibilities
  • Assist the lead coverage team and Unicorn with pitching new business, including the preparation of Requests for Proposals (RPFs) and presentation of platform demonstrations; Over time develop and manage key relationships.
  • Work collaboratively with internal cross-functional teams and Unicorn to ensure new clients and advisors are properly trained to use the platform and are provided adequate hands-on support during their first trades.
  • Respond to inbound inquiries, vet opportunities, and respond appropriately.
  • Develop presentations and analysis for internal and external meetings and projects.
  • Build strong internal relationships within iCapital and work closely with other teams (Research and Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal, Regulatory and Compliance, Technology, Operations, etc.) to achieve the best client outcomes and successful long-term client relationships.
  • Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness.
  • Assist in the preparation of senior management and board reporting.

iCapital Network connects financial advisors with high net worth investors to provide access to alternative investment opportunities, such as private equity, hedge funds, and real estate. Their platform simplifies the investment process, making it easier for affluent clients to diversify their portfolios beyond traditional stocks and bonds. iCapital offers a comprehensive solution that includes investment access, educational resources, and support, charging fees based on the services provided. What sets iCapital apart from competitors is its focus on delivering a seamless user experience and a strong emphasis on educating clients about the risks and benefits of alternative investments. The company's goal is to make alternative investments more accessible and efficient for both advisors and their clients.

Company Stage

Growth Equity (Venture Capital)

Total Funding

$662M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

11%

1 year growth

38%

2 year growth

62%
Simplify Jobs

Simplify's Take

What believers are saying

  • Strategic partnerships with firms like Blue Owl Capital, Endowus, and Ardian expand iCapital's reach and enhance its service offerings.
  • The acquisition of Mirador and the exclusive partnership with Unicorn Strategic Partners demonstrate iCapital's commitment to growth and market penetration.
  • iCapital's focus on user experience and seamless navigation of the alternative investment landscape ensures high client satisfaction and retention.

What critics are saying

  • The niche focus on alternative investments may limit iCapital's market appeal compared to more diversified financial service providers.
  • Integration challenges from acquisitions and partnerships could disrupt operations and affect service quality.

What makes iCapital Network unique

  • iCapital Network specializes in alternative investments, providing a curated selection of private equity, hedge funds, and real estate opportunities, unlike traditional financial service providers.
  • Their platform simplifies the complex process of investing in alternatives, making it more accessible and efficient for high net worth individuals and their advisors.
  • iCapital's strong emphasis on education and comprehensive support helps clients understand the benefits and risks associated with alternative investments, setting them apart from competitors.

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Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave