VP, Issuer Coverage — Structured Investments

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

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.

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