Client Management and Enterprise Coverage, Broker Dealer - Associate / Assistant Vice President

<p>iCapital is looking to hire an Associate / Assistant Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships within the Independent Broker Dealer (IBD) channel. This position will play a central support role in helping quarterback relationships within existing Enterprise Wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes.&nbsp; The team strives to understand their clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a junior-level, technical relationship management role focused on the delivery and ongoing support of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the wealth channel. &nbsp;</p> <p><strong>Responsibilities</strong></p> <ul> <li>Support development &amp; deepening of existing relationships with wealth managers.</li> <li>Serve as a trusted point of contact for clients, helping to ensure a positive experience and high level of engagement with iCapital’s solutions and services.</li> <li>Assist with day-to-day relationship management activities, including client meetings, follow-ups, issue resolution, and ongoing communication.</li> <li>Partner with internal teams to coordinate client requests, support implementation efforts, and ensure timely delivery of solutions.</li> <li>Help identify opportunities to deepen existing client relationships and increase adoption of iCapital products and services.</li> <li>Contribute to strategic and tactical initiatives aimed at enhancing the client experience and supporting business growth.</li> <li>Maintain a thorough understanding of client objectives, business priorities, and industry trends to better support client needs.</li> <li>Support client reviews, presentations, and educational initiatives designed to drive engagement and long-term partnership.</li> </ul> <p><strong>Qualifications</strong></p> <ul> <li>2–7 years of experience in client service, relationship management, account management, sales support, or a related client-facing role.</li> <li>Experience working within or supporting wealth management, financial services, asset management, or investment firms preferred.</li> <li>Knowledge of alternative investments is a plus but not required.</li> <li>Strong interpersonal skills with the ability to build credibility and develop relationships with clients and colleagues.</li> <li>Excellent verbal and written communication skills, including the ability to present information clearly and professionally.</li> <li>Highly organized with strong attention to detail and the ability to manage multip