Relationship Manager, Asset Managers - Assistant Vice President / Vice President

iCapital

$115K — $175K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6-10+ years in client-facing roles such as client services, account management, or business development.
  • Familiarity with the alternative investments sector is essential.
  • Preferred Series 7 and 63 licenses.
  • Strong verbal and written communication abilities.
  • Strategic thinker with the ability to work autonomously.
  • Proven client service skills with a focus on stakeholder engagement.
  • Project management experience is preferred.
  • Detail-oriented with effective prioritization skills, particularly in fast-paced environments.

Responsibilities

  • Manage day-to-day interactions with existing GP client relationships.
  • Handle various client requests, support platform demos, and track follow-ups.
  • Educate clients on important updates and developments relevant to their business.
  • Assist with prospecting and pitching new clients, including RFP preparation.
  • Collaborate with internal teams on fund launches and strategic initiatives.
  • Create presentation materials and analytical reports for client meetings.
  • Lead internal projects and establish processes for client management.

Benefits

  • Equity participation for all full-time employees.
  • Annual performance bonuses included in the compensation package.
  • Employer matched retirement plan available.
  • Healthcare benefits with full coverage for dental, vision, telemedicine, and virtual mental health counseling.
  • Generous parental leave policy.
  • Unlimited paid time off (PTO) offered to employees.
  • Flexible work arrangement with in-office work Monday-Thursday and remote work on Fridays.
Full Job Description
About the Role

iCapital is looking to hire an Assistant Vice President or Vice President to join the iCapital Solutions team. This role will assist with ongoing relationship management and business development for existing GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team.

Responsibilities
  • Strategic Relationship Management:
    • Assist in day-to-day management of existing GP client relationships.
    • Responsible for but not limited to responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, managing weekly agendas, and follow-up deliverables, etc.
    • Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features and offerings, corporate developments, etc.).
    • Cultivate a list of prospective clients and assist relationship managers with pitching new business, including the preparation of RFPs; Develop and manage 3-4 key relationships overtime.
    • Work collaboratively with internal and external cross-functional teams on fund launches, closes, and other strategic initiatives.
    • Develop presentation materials and analysis for client meetings and projects.
  • iCapital Solutions team strategy:
    • Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
    • Manage and lead internal projects and develop framework and process for ongoing GP client coverage team management.
    • Develop presentations and analysis for internal meetings and projects.

Qualifications
  • 6-10+ years of experience in a client-facing capacity (client services, account management, sales, or business development)
  • Knowledge of the alternative investments industry
  • Series 7 and 63 licenses is preferred
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Demonstrated client service skills with stakeholders and clients
  • Experience in project management preferred
  • Detail-oriented and able to prioritize in a fast-paced environment


Benefits

The base salary range for this role is $115,000 to $175,000. 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: [redacted] | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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