Client Relationships Manager - Structured Investments

Icapitalnetwork; Greenwich (CT); Hybrid; 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

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).