About the Role This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team's goal is to optimize the user experience and ensure our clients' overall success.
Responsibilities- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients' needs and objectives.
- Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
- Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform.
Qualifications- Bachelor's degree with 2-6+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments
- Ability to manage phone queue during operating hours 8:30am-6 PM EST
- Experience with high-net-worth clients, financial advisors, and fund managers
- Excellent organizational skills and attention to detail
- Strong interpersonal, written, and verbal communication skill
- Able to meet deadlines and work effectively under pressure
- Proven ability to multi-task and work both independently and as a team player
- Proficient computer skills, specifically Microsoft Office applications like Word, PowerPoint, and Excel
BenefitsThe base salary range for this role is $80,000 to $110,000. 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 subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
