Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking to hire an Associate Account Manager to support and grow relationships with an assigned portfolio of clients.This individual is responsible for account management and will be based remotely in the Midwest region. This individual will play a key role in maintaining overall client health, driving platform adoption, supporting strategic initiatives, and ensuring clients maximize the value of iCapital's solutions through proactive engagement, training, and ongoing relationship management. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles
- Preferred experience within financial services, insurance, InsureTech, FinTech, wealth management, or related industries
- Demonstrated ability to manage complex client relationships and multiple stakeholder groups
- Strong communication, presentation, relationship-building, and interpersonal skills
- Strong consultative problem-solving and client service orientation
- Experience developing and executing account plans and driving client engagement strategies
More about this role
iCapital is looking to hire an Associate Account Manager to support and grow relationships with an assigned portfolio of clients.This individual is responsible for account management and will be based remotely in the Midwest region. This individual will play a key role in maintaining overall client health, driving platform adoption, supporting strategic initiatives, and ensuring clients maximize the value of iCapital's solutions through proactive engagement, training, and ongoing relationship management. This individual will serve as a trusted day-to-day partner to clients while collaborating closely with internal stakeholders to deliver a best-in-class client experience. This role will manage client relationships, coordinate resources across teams, identify opportunities for growth and expansion, and support the successful execution of strategic account plans.
- Manage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement.
- Develop and execute account plans designed to improve client satisfaction, product utilization, relationship strength, retention, and overall account health.
- Conduct regular client meetings,...
Browse similar: Startup jobs · Remote jobs