Relationship Manager, Asset Managers - Associate.

iCapital is looking to hire an Associate to join the Enterprise Solutions team, specifically focused on a large asset manager & key client relationship for the firm.

The team is responsible for maintaining & expanding our largest & most strategic client relationships. The team strives to understand our clients needs & collaborate with other departments to deliver customized solutions & the highest quality client service & execution.

Reporting to one of our Account Managers, the ideal candidate will serve as a daily point of contact for the client, assisting in regular communications, tracking deliverables, & resolving complex issues with a strategic mindset.

The role will also coordinate various processes internally, working closely with representatives of a cross-functional team.

This role requires a significant level of client engagement & focus on customer retention. Prior experience in alternative investments is preferred but not required.

A familiarity with technological and / or operational processes & working with distribution partners & asset managers is also preferred.

Responsibilities

• Play a key role in day-to-day relationship management & responding to inquiries from the client in a timely & efficient manner.
• Collaborate with internal teams & representatives across the company to drive tactical & strategic initiatives regarding account growth strategy, product platform enhancements, platform integrations, third party partners, fund launches, marketing, & more.
• Manage & assist with internal projects & develop frameworks & processes for ongoing team management & process improvement.
• Work alongside the Client Solutions team to develop meaningful measurements of success.

Qualifications

• 3+ years of experience in a business development, relationship management, customer support, or investor relations capacity, preferably with an asset manager or with institutional clients
• Knowledge & familiarity of alternatives or specifically private equity preferred
• Direct experience working for or with asset management firms is highly preferred
• Excellent organizational skills & attention to detail
• Strong interpersonal & relationship management skills
• Able to meet deadlines & work effectively under pressure
• Experience with SAAS offerings & wealth tech platforms preferred
• Excellent verbal & written communication skills
• Passion for client service & exceeding client expectations
• Willingness to grow within the role over time

Benefits

The base salary range for this role is $75,000 to $95,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, & 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO).

We believe the best ideas & innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days.

Every department has different needs, & some positions will be designated in-office jobs, based on their function.

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iCapital is proud to be an Equal Employment Opportunity & 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