Enterprise Coverage and Client Management, RIA's - Associate / Assistant Vice President

iCapital is looking to hire an Assistant Vice President / Associate to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. 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.  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 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.    

Responsibilities

• Support development & deepening of existing relationships with wealth managers.
• Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure.
• Support driving day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients.
• Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration

Qualifications

• 2-4+ years of experience in a technical relationship management capacity
• Knowledge of alternatives and/or structured investments is preferred
• Experience working for or with wealth management firms is preferred
• Experience with SAAS offerings and wealth tech platforms preferred
• Excellent organizational skills and attention to detail
• Excellent verbal and written communication skills 
• Able to meet deadlines and work effectively under pressure
• Passion for client service and exceeding client expectations
• Demonstrated client service skills
• Series 7 and 63 licenses preferred 

Benefits

iCapital is looking to hire a Vice President / Senior Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing Enterprise Wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes.  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 role will also partner with Business Development to uncover new expansion opportunities within this set of existing clients. This is a senior-level, technical 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.    

Responsibilities

• Develop & deepen existing relationships with wealth managers.
• Drive enterprise adoption of our technology platform and infrastructure.
• Leading strategic planning sessions or onsite meetings with enterprise clients
• Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
• Play key role as the primary touchpoint for several strategic wealth management clients.
• Co-own identifying new revenue streams within existing clients alongside Business Development.
• Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients.
• Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.
• Acting as escalation point for complex operational, platform, or regulatory matters

Qualifications

• 10+ years of experience in a technical relationship management capacity
• Extensive knowledge of alternatives and/or structured investments is highly preferred
• Direct experience working for or with wealth management firms is highly preferred
• Experience with SAAS offerings and wealth tech platforms preferred
• Excellent organizational skills and attention to detail
• Excellent verbal and written communication skills 
• Able to meet deadlines and work effectively under pressure
• Passion for client service and exceeding client expectations
• Strategic mindset and able to work independently 
• Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight  
• Series 7 and 6