Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President New York[...]

iCapital; New York (NY); Ibrido; USD 170.000 - 200.000; Tempo pieno

Vantaggi offerti da questo lavoro

Equity

Employer matched retirement plan

Comprehensive health benefits

Unlimited PTO

Descrizione del lavoro

iCapital is seeking a Vice President to join the Structured Investments team in New York. You will own, develop, and maintain the structured investments ecosystem on the platform for major clients, including banks and RIAs, across the United States.

You will manage issuer relationships, translate partner needs into platform enhancements with Product and Engineering, and deliver data-driven insights. This role involves cross-functional collaboration to advance the strategic agenda of Structured

Competenze

• Bachelor’s degree is required.
• 5+ years of experience in trading, business development, or relationship management in the structured investments market or broader financial markets.
• Experience with structured products is a plus.
• Strong analytical and problem-solving skills with a high level of attention to detail.
• Strong written and verbal communication skills.
• Able to 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.
• Series 7 and 63 certifications are required or obtained within 90 days of hire.

Mansioni

• Support the management of relationships with iCapital's issuing partners, coordinating meetings, check-ins, events, and responding to partner questions.
• Help maintain and grow existing partnerships and support onboarding of new issuers onto the platform.
• Translate partner needs and feedback into platform enhancements, owning projects and partnering with Product and Engineering to prioritize and deliver.
• Develop presentations, updates, and reporting for 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 attention to detail.
• Collaborate with teams across the firm—Product, Engineering, Legal, Marketing, and Compliance—to deliver a robust platform solution and drive process improvement.
• Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.

Conoscenze

Relationship management

Analytical thinking

Communication (oral & written)

Attention to detail

Strategic mindset

Independent working

Formazione

Bachelor's degree

Strumenti

Microsoft Office

Descrizione del lavoro

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

New York, New York, United States

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 Affimation 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.