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

iCapital; New York (NY); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Equity for all full-time employees

Annual performance bonus

Employer-matched retirement plan

Healthcare benefits (dental, vision, +

Telemedicine

Mental health counseling

Parental leave

Unlimited PTO

Job summary

iCapital is seeking an Associate or Assistant Vice President to join the Structured Investments team in New York. This client-facing role concentrates on delivering iCapital’s technology solutions to the BD channel and supporting go-to-market initiatives.

You will work alongside senior Relationship Managers, gaining exposure to diverse client and prospect relationships while contributing to platform growth and cross-functional collaboration.

Qualifications

• 2–5 years of experience in a client-facing, business development, or relationship management role.
• Foundational knowledge of structured investments with interest to deepen expertise.
• Direct experience with wealth management firms or broker-dealers is a plus.
• Excellent verbal and written communication skills.
• Highly organized and able to manage multiple workstreams.

Responsibilities

• Support senior Relationship Managers across all IBD client and prospect relationships, participating in day-to-day account management and business development.
• Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal teams on iCapital's technology solutions.
• Help manage ongoing client relationships by handling follow-ups and timely resolution of inquiries.
• Collaborate with Relationship Managers and internal partners on tactical and strategic initiatives across the IBD channel.
• Support internal project management, including CRM data maintenance, pipeline tracking, and team reporting.
• Coordinate with Product and Engineering teams to facilitate client integrations and platform capabilities.
• Develop a strong knowledge of iCapital's product suite and the structured investments landscape.

Skills

Client relationship management

Verbal communication

Written communication

Organization

Team collaboration

Education

Licenses: Series 7/63

Tools

CRM software

Job description

Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President

New York, New York, United States

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

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.

iCapital is proud to be an Equal Employment Opportunity and Affimitive 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.