Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President

iCapital

Greenwich (CT)

Hybrid

USD 170,000 - 200,000

Full time

14 days+

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Benefits offered by this job

Equity

Bonus

Retirement plan

Healthcare

Dental

Vision

Telemedicine

Mental health counseling

Parental leave

Unlimited PTO

Job summary

iCapital is seeking a Vice President to join the Structured Investments team, owning the ecosystem on the platform for large clients. You will manage and grow relationships with issuing partners, coordinate cross‑functional projects with Product and Engineering, and develop insights from data to guide strategic decisions.

The role requires 5+ years in trading or relationship management in structured investments or financial markets, plus Series 7 and 63 within 90 days.

Qualifications

Bachelor’s degree required.
5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry.
Experience working with or covering structured products is a plus.
Strong analytical and problem‑solving skills and a high level of attention to detail.
Strong written and verbal communication skills.
Able to successfully operate in a fast‑paced environment.
Strategic mindset and able to work independently.
Demonstrated client service skills with stakeholders and clients.
Excellent organizational skills.
Desire to work in a cross‑functional and collaborative environment.
Proficient in Microsoft Suite (Excel, PowerPoint, Word).
Series 7 and 63 certifications are required or obtained within 90 days of hire.

Responsibilities

Support the management of relationships with iCapital's issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check‑ins, and events, and responding to partner questions and requests.
Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.
Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.
Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.
Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.
Collaborate with teams across the firm — including Product, Engineering, Legal, Marketing, and Compliance — to deliver a robust, well‑supported platform solution and drive process improvement.
Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.

Skills

Relationship management

Analytical skills

Communication skills

Attention to detail

Strategic thinking

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Word

Job description

Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President

About the Role

iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, and maintaining the structured investments eco‑system on the platform for clients. The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker‑dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.

Responsibilities

Support the management of relationships with iCapital's issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check‑ins, and events, and responding to partner questions and requests.
Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.
Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.
Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.
Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.
Collaborate with teams across the firm — including Product, Engineering, Legal, Marketing, and Compliance — to deliver a robust, well‑supported platform solution and drive process improvement.
Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.

Qualifications

Bachelor’s degree is required
5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry
Experience working with or covering structured products is a plus
Strong analytical and problem‑solving skills and a high level of attention to detail
Strong written and verbal communication skills
Able to successfully operate in a fast‑paced environment
Strategic mindset and able to work independently
Demonstrated client service skills with stakeholders and clients
Excellent organizational skills
Desire to work in a cross‑functional and collaborative environment
Proficient in Microsoft Suite (Excel, PowerPoint, Word)
Series 7 and 63 certifications are required or obtained within 90 days of hire

The base salary range for this role is $170,000 to $200,000. 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 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.

iCapital Voluntary Self‑Identification Questions [U.S. Only]

Candidates are invited to respond to the below self‑identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

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The law requires us to provide equal employment opportunity to qualified people with disabilities. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake.

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