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 (client services, account management, sales)
  • Knowledge of the alternative investments industry
  • Preferred Series 7 and 63 licenses
  • Strong verbal and written communication skills
  • Strategic thinker able to work independently
  • Proven client service skills with stakeholders
  • Preferred experience in project management
  • Detail-oriented and capable of prioritizing in fast-paced settings

Responsibilities

  • Assist with day-to-day management of existing GP client relationships
  • Respond to ad hoc requests and assist with platform demos and training
  • Educate clients on firmwide developments relevant to their business
  • Cultivate prospective client lists and assist in pitching new business
  • Collaborate with cross-functional teams on fund launches and initiatives
  • Develop presentation materials and analyses for client engagements and projects
  • Collaborate with team to drive tactical strategies and manage projects

Benefits

  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • 100% employer covered healthcare, including dental and vision
  • Telemedicine and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
  • In-office work Monday-Thursday with remote flexibility 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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