Client Management

Associate / Assistant Vice President

Posted on 6/20/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Automation platform for alternative investments

Financial Services

Compensation Overview

$75k - $135kAnnually

+ Equity + Bonus


New York, NY, USA

Required Skills
  • 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 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