Vice President Client Relationship Manager (Structured Investments, Issuer Coverage)

iCapital; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

iCapital is seeking a Vice President to join the Structured Investments team. You will own, develop, and maintain the structured investments eco-system on the platform for clients, while managing relationships with issuing partners and coordinating cross-functional efforts across Product, Engineering, Legal, Marketing, and Compliance.

The role demands a strategic mindset, client service excellence, strong analytical skills, and the ability to operate independently in a fast-paced environment.

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.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Own, develop, and maintain the structured investments ecosystem on the platform for clients.
• Support management of relationships with issuing partners; coordinate meetings and respond to questions.
• Onboard new issuers and translate partner needs into platform enhancements with Product and Engineering.
• Develop presentations and reporting for partners and internal stakeholders.
• Aggregate and analyze large datasets to surface insights and inform decisions.
• Collaborate with cross-functional teams to deliver robust platform solutions and drive process improvements.
• Assist in developing and executing the firm’s strategy for Structured Investments.

Job description

• 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

Strategic mindset and able to work independentlyDemonstrated client service skills with stakeholders and clientsStrong analytical and problem-solving skills and a high level of attention to detailBachelor’s degree is required5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industryDesire to work in a cross-functional and collaborative environmentExperience working with or covering structured products is a plusStrong written and verbal communication skillsExcellent organizational skillsProficient in Microsoft Suite (Excel, PowerPoint, Word)Able to successfully operate in a fast-paced environmentSeries 7 and 63 certifications are required or obtained within 90 days of hire