Client Relationship Manager, Vice President, iCapital
Structured Investments
$145-185k
Plus equity
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
$145-185k
Plus equity
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 5-7+ years of experience in a business development and relationship management capacity, with a focus on enterprise or technology sales
- Knowledge of the Structured Investments industry is preferred
- Direct experience working for or with wealth management firms is highly preferred
- Series 7 and 63 licenses
- Designations such as CFA or CAIA are a plus
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills and able to carry enterprise relationships with little to no oversight
- Experience in project management is preferred
- Detail-oriented and able to prioritize in a fast-paced environment
- Competent in Excel and PowerPoint
What the job involves
- ICapital is looking to hire a Vice President to join the Structured Investments (SI) team, specifically focused on the relationship management of broker dealers
- This position will play a key role maintaining and developing current relationships working to uncover new growth or integration opportunities and prospect new relationships within the Wealth Management industry
- This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to the broker dealer channel
- Own select existing SI enterprise client relationships and manage the day-to-day needs of these accounts
- Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features and offerings, corporate developments, etc.)
- Cultivate a list of prospective clients and pitch these new opportunities on the SI platform
- Sell functionality, integrations, and asset class solutions to existing clients
- Work collaboratively with internal and external cross-functional teams on client launches, integrations, functionality rollouts, etc
- Develop presentations and needed materials with significant data and analysis for projects, internal meetings, and client meetings respectively
- Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development
- Manage and lead internal projects and develop frameworks and processes for ongoing team management
- Respond to ad hoc requests, handling platform demos and trainings, organizing and delivering quarterly reviews, attending client conferences and meetings, tracking meeting requests and follow-up deliverables, etc
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2025, the company services nearly $500 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record, impressive funding and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Insights
42% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jul 2025
$820m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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