Enterprise Solutions - Associate

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $191 billion in global client assets invested in 1,524 funds, as of May 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire an Associate or Assistant Vice President to join the iCapital Solutions team. This role will assist with ongoing relationship management and business development for existing GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team.  

Responsibilities

• Strategic Relationship Management:  
  • Assist in day-to-day management of existing GP client relationships. 
  • Responsible for but not limited to responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, managing weekly agendas, and follow-up deliverables, etc. 
  • Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features and offerings, corporate developments, etc.). 
  • Cultivate a list of prospective clients and assist relationship managers with pitching new business, including the preparation of RFPs; Develop and manage 3-4 key relationships overtime.
  • Work collaboratively with internal and external cross-functional teams on fund launches, closes, and other strategic initiatives.
  • Develop presentation materials and analysis for client meetings and projects.    
• iCapital Solutions team strategy:  
  • Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
  • Manage and lead internal projects and develop framework and process for ongoing GP client coverage team management.
  • Develop presentations and analysis for internal meetings and projects. 

Qualifications

• 3-10 years of experience in a client-facing capacity (client services, account management, sales, or business development)   
• Knowledge of the alternative investments industry   
• Series 7 and 63 licenses is preferred
• Excellent verbal and written communication skills  
• Strategic mindset and able to work independently  
• Demonstrated client service skills with stakeholders and clients  
• Experience in project management preferred  
• Detail-oriented and able to prioritize in a fast-paced environment   

Benefits

The base salary range for this role is $85,000 to $100,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.