Account Manager Associate, iCapital
$70-80k
+ Equity and annual performance bonus
More information about location
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
$70-80k
+ Equity and annual performance bonus
More information about location
1001+ employees
Company mission
To transform the world's investment industry for better outcomes.
Role
Who you are
- 3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles
- Preferred experience within financial services, insurance, InsureTech, FinTech, wealth management, or related industries
- Demonstrated ability to manage complex client relationships and multiple stakeholder groups
- Strong communication, presentation, relationship-building, and interpersonal skills
- Strong consultative problem-solving and client service orientation
- Experience developing and executing account plans and driving client engagement strategies
- Strong organizational, project management, and coordination capabilities with the ability to manage multiple priorities
- Able to analyze client health, identify business needs, and develop actionable recommendations
- Experience collaborating across multiple departments and influencing outcomes without direct authority
- Proficiency with Microsoft Office Suite and Salesforce or comparable CRM platforms
- Able to work independently, proactively, and effectively in a fast-paced environment
What the job involves
- ICapital is looking to hire an Associate Account Manager to support and grow relationships with an assigned portfolio of clients
- This individual will play a key role in maintaining overall client health, driving platform adoption, supporting strategic initiatives, and ensuring clients maximize the value of iCapital's solutions through proactive engagement, training, and ongoing relationship management
- This individual will serve as a trusted day-to-day partner to clients while collaborating closely with internal stakeholders to deliver a best-in-class client experience
- This role will manage client relationships, coordinate resources across teams, identify opportunities for growth and expansion, and support the successful execution of strategic account plans
- Manage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement
- Develop and execute account plans designed to improve client satisfaction, product utilization, relationship strength, retention, and overall account health
- Conduct regular client meetings, business reviews, and proactive outreach to maintain strong working relationships and understand evolving business priorities
- Analyze client health, platform adoption, business objectives, and utilization trends to identify risks, opportunities, and actionable recommendations
- Serve as a trusted advisor by providing guidance on best practices, operational efficiencies, and strategic initiatives that support successful client outcomes
- Lead platform onboarding, implementation support, training, and adoption efforts to maximize client engagement and utilization
- Monitor account health and proactively identify risks, challenges, and opportunities for improvement
- Support client retention and growth initiatives by identifying expansion opportunities and partnering with Sales and Strategic Account Management teams as appropriate
- Coordinate and communicate on escalated client issues while partnering with Product, Client Delivery, Production Support, and other internal teams to drive successful resolution
- Track client priorities, strategic initiatives, enhancement requests, and action items to ensure visibility and progress
- Serve as the voice of the customer by communicating client feedback, business needs, operational challenges, and product enhancement opportunities internally
- Build strong collaborative relationships across Product, Client Delivery, Production Support, Finance, Sales, and Leadership teams to support client success
- Support renewal and commercial discussions through coordination, stakeholder management, follow-up activities, and internal alignment
- Present and demonstrate company products, capabilities, and solutions when appropriate
- Maintain accurate account plans, client activity records, and documentation within Salesforce and other approved systems
- Keep internal systems and records updated with relevant client notes, activities, and required information
- Participate in industry events, conferences, and client-facing activities to strengthen industry knowledge and professional networks
- Complete ad hoc projects and assignments as needed
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 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.
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