Assistant Vice President
Posted on 1/12/2023
Greenwich, CT, USA
- Bachelor's Degree with 6-10 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
- Experience with high net worth clients
- Experience with the LATAM market
- Fluent Spanish speaking required, Portuguese a plus
- Excellent organizational skills and attention to detail
- Strong interpersonal and communication skills - both written and verbal
- Ability to meet deadlines and work effectively under pressure
- Proven ability to multi-task and work both independently and as a team player
- Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
- Comfort with or interest in technology
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients' needs and objectives
- Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes
- Collaborate with the technology team to optimize the user experience through enhancements to the company's proprietary technology platform
iCapital Network connects advisors and their high net worth investors to leading alternative investment managers.
- 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
Company Core Values
- Integrity - Honesty and integrity are fundamental to everything we do.
- Collaboration - Teamwork and collaboration are the foundation of our success.
- Accountabiltiy - We demonstrate commitment, caring, and enthusiasm.
- Partnership - The success of our clients and partners is our relentless focus.
- Excellence - We Strive for flawless execution.