New York, New York, United States
About the Role
iCapital is looking to hire an Assistant Vice President or Vice President to join the iCapital Solutions team. This role will assist with ongoing relationship management and business development for existing GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team.
Responsibilities
- Strategic Relationship Management: Assist in day‑to‑day management of existing GP client relationships, respond to ad hoc requests, assist with platform demos and training, track meeting requests, manage weekly agendas, and follow‑up deliverables.
- Educate Clients: Educate existing clients on new firm‑wide developments relevant to their business (e.g., platform enhancements, new features and offerings, corporate developments).
- Prospect & Pitch: Cultivate a list of prospective clients and assist relationship managers with pitching new business, including preparing RFPs; develop and manage 3‑4 key relationships over time.
- Collaborate with internal and external cross‑functional teams on fund launches, closes, and other strategic initiatives.
- Develop presentation materials and analysis for client meetings and projects.
- iCapital Solutions team strategy: Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
- Manage and lead internal projects and develop frameworks and processes for ongoing GP client coverage team management.
Qualifications
- 6-10+ years of experience in a client‑facing capacity (client services, account management, sales, or business development)
- Knowledge of the alternative investments industry
- Series 7 and 63 licenses preferred
- Excellent verbal and written communication skills
- Strategic mindset and ability to work independently
- Demonstrated client service skills with stakeholders and clients
- Experience in project management preferred
- Detail‑oriented and able to prioritize in a fast‑paced environment
The base salary range for this role is $115,000 to $175,000. 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).
Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.
iCapital is proud to be an Equal Employment Opportunity and affirmative action employer. We do not discriminate based on 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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