Qualifications

• 2-5 years of experience in a client-facing, business development, or relationship management role; preferably in financial services or enterprise technology.
• Foundational knowledge of structured investments; strong interest in furthering expertise in the asset class.
• Experience working for or with wealth management firms, especially Broker Dealers (BDs), is a plus.
• Excellent verbal and written communication skills.
• Highly organized, detail-oriented, and adept at managing multiple tasks simultaneously.
• Collaborative team player thriving in a fast-paced environment, eager to take on increasing responsibilities.
• Series 7 and 63 licenses are preferred; willing to obtain if not already held.

Responsibilities

• Support senior Relationship Managers with all IBD client and prospect relationships; engage in daily account management and business development activities.
• Assist in platform demonstrations for new prospects, respond to RFPs, and coordinate with internal teams on enterprise solutions.
• Manage ongoing client relationships by following up, tracking items, and ensuring client inquiries are resolved promptly.
• Collaborate with managers and internal partners to support tactical and strategic initiatives across the IBD channel.
• Maintain CRM data and track pipeline for internal project management efforts.
• Facilitate client integrations with Product and Engineering teams, delivering key platform functionality.
• Develop a strong understanding of iCapital's product suite and the structured investments landscape to serve clients effectively.

Benefits

• Equity for all full-time employees as part of the compensation package.
• Comprehensive benefits including an employer matched retirement plan.
• Generously subsidized healthcare with 100% employer paid dental and vision coverage.
• Access to telemedicine and virtual mental health counseling services.
• Parental leave and unlimited paid time off (PTO).
• In-office work Monday-Thursday, with remote work flexibility on Fridays.