Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice[...]

Icapitalnetwork; Greenwich (CT); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Salary: $100,000–$140,000

Equity for all full-time employees

Annual performance bonus

Employer matched retirement plan

Healthcare coverage

Paid time off

Job summary

iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. This role supports client management and business development across the Independent Broker Dealer coverage team, delivering iCapital's technology solutions to the BD channel and working closely with senior Relationship Managers.

Requirements include 2–5 years in client-facing roles, foundational knowledge of structured investments, and Series 7/63 preferred (willingness to obtain).

Qualifications

• 2–5 years of experience in a client-facing, business development, or relationship management role.
• Foundational knowledge of structured investments with interest in deepening expertise.
• Series 7 and 63 licenses are preferred; willingness to obtain if not held.

Responsibilities

• Support senior Relationship Managers across all IBD client and prospect relationships, handling day-to-day account management and business development activities.
• Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with cross-functional teams on iCapital's enterprise technology solutions.
• Help manage ongoing client relationships by following up, tracking open items, and addressing client inquiries and requests.
• Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel.
• Support internal project management, including updating CRM data, pipeline tracking, and team reporting.
• Coordinate with Product and Engineering teams to facilitate client integrations and platform delivery.
• Develop knowledge of iCapital's product suite and the structured investments landscape to be a credible resource for clients and prospects.

Skills

Verbal and written communication

Organized, detail-oriented

Team player

Frequent client-facing experience

Series 7/63 willingness

Job description

About the Role

iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.

Responsibilities

• Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity.
• Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions.
• Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests.
• Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel.
• Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting.
• Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality.
• Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.

Qualifications

• 2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology
• Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class
• Direct experience working for or with wealth management firms, specifically BDs is a plus
• Excellent verbal and written communication skills
• Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously
• Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time
• Series 7 and 63 licenses are preferred; willingness to obtain if not already held

Benefits

• The base salary range for this role is $100,000 to $140,000.
• 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 Monday-Thursday, with the flexibility to work remotely on Friday.

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 Affidiviate 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.