Client Relationship Manager, Structured Investments, Issuer Coverage - Vice President
iCapital Network
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Benefits offered by this job
Job summary
iCapital Network in New York, NY is seeking a Vice President to lead client relationships in the Structured Investments, Issuer Coverage group. You will own, develop, and maintain the issuer ecosystem on our platform, partnering with investment banks, broker-dealers, private banks, and RIAs across the United States.
You will translate partner needs into platform enhancements, oversee projects with Product and Engineering, prepare presentations, and generate insights from large data sets.
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
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
Education
Tools
Job description
New York, New York, United States
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.
- 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.
- 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 Affinitative 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.
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.
If you believe you belong to any of the categories of protected veterans listed below, and you voluntarily decide to complete this survey, please indicate by making the appropriate selection. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. Classification of protected categories is as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
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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.
Completing this form is voluntary. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way.
How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.Disabilities include, but are not limited to:
- Alcohol or other substance use disorder (not currently using drugs illegally)
- Blind or low vision
- Cancer (past or present)
- Cardiovascular or heart disease
- Celiac disease
- Cerebral palsy
- Deaf or serious difficulty hearing
- Diabetes
- Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
- Epilepsy or other seizure disorder
- Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
- Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
- Missing limbs or partially missing limbs
- Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
- Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
- Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
- Partial or complete paralysis (any cause)
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This survey should take about 5 minutes to complete.
iCapital uses AI-enabled technology to compare your application against our job requirements and to assist in our hiring process.
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