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Associate / Assistant Vice President, Enterprise Coverage and Client Management

iCapital NetworkNew York, New York, United States
On-site Full-time $85K/yr - $125K/yr

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Experience Level

Experience

Qualifications

Qualifications2-4+ years of experience in a technical relationship management role. Familiarity with alternatives and/or structured investments is preferred. Experience in wealth management firms is advantageous. Proficiency with SAAS offerings and wealth tech platforms is a plus. Strong organizational skills with meticulous attention to detail. Exceptional verbal and written communication abilities. Proven ability to meet deadlines and perform effectively under pressure. A passion for client service and a commitment to exceeding client expectations. Demonstrated client service skills. Series 7 and 63 licenses are preferred.

About the job

iCapital Network is seeking a dynamic and driven Assistant Vice President / Associate to become a vital member of our iCapital Solutions team, focused specifically on enhancing our Enterprise Wealth relationships. In this pivotal role, you will support the management of our existing Enterprise Wealth clients, ensuring the comprehensive delivery and execution of our extensive offerings across all asset classes. Our team is dedicated to understanding client needs and collaborating with various departments to provide tailored solutions and exemplary client service.

Key Responsibilities

  • Facilitate the development and strengthening of relationships with wealth managers.
  • Gain expertise in enterprise technology solutions and promote the adoption of our technology platform.
  • Drive daily engagement with Enterprise Wealth clients, ensuring top-tier service delivery and execution.
  • Collaborate with Client Management associates across iCapital Solutions to implement strategic initiatives aimed at maximizing client engagement.

About iCapital Network

iCapital Network is a leading financial technology firm focused on transforming the wealth management landscape, providing access to alternative investments and comprehensive investment solutions for advisors and their clients.

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