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IBD Client Management - Associate

New York, NY, United States

Client Management – Associate  

Department: iCapital Solutions 

Location(s): New York, NY 

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2025. 

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).  

About the Role 

iCapital is looking to hire an Associate to join the iCapital Solutions team, focused on our existing enterprise wealth relationships primarily within the independent (IBD/RIA) space. This position will play a central support role in helping quarterback relationships within existing enterprise wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes.  The team strives to understand their clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a junior-level relationship management role focused on the delivery and ongoing support of iCapital’s full suite of solutions to the wealth channel.    

Responsibilities 

  • Support development and strengthen existing relationships with wealth managers.  
  • Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure.  
  • Become an expert on the wealth managers, we support and help drive engagement across the iCapital ecosystem  
  • Support driving day-to-day engagement with enterprise wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients.   
  • Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration.  

Qualifications 

  • 2-4+ years of experience in technical relationship management capacity  
  • Knowledge of alternatives and/or structured investments is preferred  
  • Experience working for or with wealth management firms is preferred  
  • Experience with SAAS offerings and wealth tech platforms is preferred  
  • Excellent organizational skills and attention to detail   
  • Excellent verbal and written communication skills   
  • Able to meet deadlines and work effectively under pressure  
  • Passion for client service and exceeding client expectations   
  • Demonstrated client service skills  
  • Series 7 and 63 licenses are preferred  

Benefits 

The base salary range for this role is $85,000 to $105,000. 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: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ 

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. 

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