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iCapital is looking to hire an Assistant Vice President / Associate to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This position will play a central support role in helping quarterback relationships within existing Enterprise Wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a junior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the wealth channel.
Job Responsibility:
Support development & deepening of 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
Requirements:
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 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 preferred
What we offer:
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling