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Relationship Manager – Vice President / Senior Vice President

Asset Managers

Posted on 6/18/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Automation platform for alternative investments

Financial Services

Compensation Overview

$150k - $225kAnnually

+ Equity + Annual Performance Bonus


New York, NY, USA

Customer Success Management
Strategic Account Management
Sales & Account Management
Required Skills
  • 12+ years of experience in a business development/relationship management capacity
  • Extensive knowledge of alternative investments
  • Direct experience working for or with Asset Management or Wealth Management firms
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Demonstrated client service skills with stakeholders and clients
  • Series 7 and 63 licenses preferred
  • Develop new and existing relationships with Asset and Wealth Managers
  • Play a key role as the Relationship Manager for several strategic asset and wealth management clients
  • Lead platform and system demonstrations for new prospects
  • Lead responses to RFPs
  • Work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives
  • Collaborate with other Relationship Managers and senior executives to drive tactical and strategic initiatives
  • Manage and lead internal projects
  • Develop presentations with significant data and analysis for internal meetings
  • Work alongside the Enterprise Solutions team to develop meaningful measurements of success

iCapital powers the alternative investment marketplace with its class-defining technology and powerful analytical tools, offering end-to-end enterprise solutions and an innovative operating system. The company's secure platform automates and streamlines the complex process of private market investing, providing unrivaled access, technology, and education to incorporate alternative assets into core portfolio strategies for financial advisors, wealth managers, and asset managers worldwide.

Company Stage

Series C

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth



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