Description
iCapital is seeking an Associate or Assistant Vice President to join its Structured Investments team. The successful candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This client-facing, technical role involves delivering and supporting iCapital's technology solutions for the BD channel.
The ideal candidate will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.
Responsibilities
- Support senior Relationship Managers across all IBD client and prospect relationships, participating in day-to-day account management and business development activities.
- Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal teams on iCapital's enterprise technology solutions.
- Manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of 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 efforts, including maintaining CRM data, pipeline tracking, and team reporting.
- Coordinate with Product and Engineering teams to facilitate client integrations and deliver key platform functionality.
- Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.
Qualifications
- 2–5 years of experience in a client-facing, business development, or relationship management role, preferably within financial services or enterprise technology.
- Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class.
- Direct experience working for or with wealth management firms, specifically BDs, is a plus.
- Excellent verbal and written communication skills.
- Highly organised, detail-oriented, and able to manage multiple workstreams simultaneously.
- Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time.
- Series 7 and 63 licenses are preferred; willingness to obtain if not already held.
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidised healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling, parental leave, and unlimited paid time off (PTO).
Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.