Client Relationship Manager Structured Investments (Hybrid)

iCapital; Greenwich (CT); Hybride; USD 100 000 - 140 000; Plein temps

Avantages offerts par ce poste

Equity

Health insurance

Parental leave

Unlimited PTO

Retirement match

Hybrid work

Résumé du poste

iCapital is seeking an Associate or Assistant Vice President to join the Structured Investments team. You will support client management and business development across the Independent Broker Dealer coverage team, delivering and supporting iCapital's technology solutions to the BD channel.

This client-facing, technical role collaborates with senior Relationship Managers and cross-functional partners to drive go-to-market initiatives.

Qualifications

• 2-5 years in client-facing, business development, or relationship mgmt in financial services or enterprise tech.
• Foundational knowledge of structured investments and interest to deepen expertise.
• Direct experience with wealth management firms or BDs is a plus.
• Excellent written and verbal communication; highly organized with multiple workstreams.

Responsabilités

• Support senior Relationship Managers across IBD client and prospect relationships and drive day-to-day account activity.
• Assist platform demos for new prospects, contribute to RFPs, and coordinate cross-functional teams on enterprise solutions.
• Manage client follow-ups, track action items, and resolve inquiries in a timely manner.
• Collaborate with RM and partners to support initiatives across the IBD channel.
• Support project management, CRM data maintenance, and pipeline reporting.
• Coordinate with Product/Engineering on client integrations and platform deliveries.
• Develop working knowledge of iCapital’s product suite and the structured investments landscape.

Connaissances

Client management

Relationship building

Cross-functional collaboration

CRM

Communication

Time management

Outils

CRM systems

RFP tooling

Description du poste

iCapital is seeking an Associate or Assistant Vice President to join the Structured Investments team. You will support client management and business development across the Independent Broker Dealer coverage team, delivering and supporting iCapital's technology solutions to the BD channel.

This client-facing, technical role collaborates with senior Relationship Managers and cross-functional partners to drive go-to-market initiatives.