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 Assistant Vice President to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using the iCapital platform for distribution.
What they're looking for
- Bachelor’s degree with at least 6-10+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments or wealth management
- Experience with high-net-worth clients, financial advisors, and fund managers
- Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
- Experience working for or with wealth management firms is preferred
- Experience with SAAS offerings and wealth tech platforms is preferred
- Ability to manage phone queue during operating hours 8:30am-6 PM EST
More about this role
iCapital is looking to hire an Assistant Vice President to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
- Provide ongoing client and advisor support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
- Manage complex alternative investment operational workflows,...
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