iCapital is hiring a
Associate

Summary

Join iCapital's Solutions team as an Associate or Assistant Vice President to 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.

Requirements

• 3-10 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

Responsibilities

• 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
• 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

Benefits

• Base salary range: $85,000 to $100,000
• 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)
• Equity for all full-time employees
• Annual performance bonus