Full-Time
Client Management
Associate / Assistant Vice President
Confirmed live in the last 24 hours
Automates alternative investment marketplace solutions
Senior
New York, NY, USA
- 2-4+ years of experience in a technical relationship management capacity
- Knowledge of alternatives and/or structured investments is preferred
- Experience working for or with wealth management firms is preferred
- Experience with SAAS offerings and wealth tech platforms is 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
- Demonstrated client service skills
- Series 7 and 63 licenses is preferred
- Support development and strengthen existing relationships with wealth managers
- Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure
- Support driving day-to-day engagement with enterprise wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients
- Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration
iCapital is distinguished in the financial technology sector for its comprehensive technology solutions that simplify the intricate process of private market investing. The company's secure platform enhances the efficiency and accessibility of alternative investments for a global clientele, including financial advisors, wealth managers, and asset managers. This focus on streamlining investment processes with cutting-edge technology, coupled with a commitment to education and access in the financial sector, makes it an ideal workplace for professionals looking to impact the fintech industry significantly.
Company Stage
Series C
Total Funding
$717.3M
Headquarters
New York, New York
Founded
2013
6 month growth
↑ 10%1 year growth
↑ 15%2 year growth
↑ 70%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