Associate Client Success Manager, iCapital

$85-110k

+ Equity & an annual performance bonus

Junior, Mid and Senior level

New York

More information about location

4-5 days a week in office

Fintech platform for alternative investments

Job no longer available

Fintech platform for alternative investments

1001+ employees

FintechB2BBankingInvestingSaaS

Job no longer available

$85-110k

+ Equity & an annual performance bonus

Junior, Mid and Senior level

New York

More information about location

4-5 days a week in office

1001+ employees

FintechB2BBankingInvestingSaaS

Company mission

To transform the world's investment industry for better outcomes.

Job

Company

Role

Who you are

The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes
2–5 years of experience as a client success manager, managing client relationships and owning a book of business
Basic understanding of fund formation processes
Familiar with APIs and SFTP workflows
Exceptionally detail-oriented when managing VIP and Enterprise clients
Proficient communicator adept at engaging with senior executives (i.e. C-suite, partners), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment
Proficient in fund formation processes, including structuring and regulatory compliance
Comfort using AI tools and applying them effectively in a professional setting

What the job involves

ICapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence
Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators
Own the client relationship from the sales hand-off through go-live and beyond
Seek and synthesize customer feedback to inform product and process improvements
Identify risks, gaps, or delays in onboarding and drive resolution proactively
Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team
Manage timelines, expectations, and communication across internal teams and external stakeholders
Drive accountability across clients and internal partners to keep projects on track
Act as a trusted advisor to clients, guiding them through best practices and platform capabilities

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

Top investors

42% employee growth in 12 months

Glassdoor (4.2)

Company

Funding (last 2 of 9 rounds)

Jul 2025

$820m

SERIES E

Dec 2021

$50m

LATE VC

Total funding: $1.5bn

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.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job

View 35 more jobs at iCapital