Vice President Client Relationship Manager, iCapital
Structured Investments, Issuer Coverage
$170-200k
+ equity
4 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$170-200k
+ equity
4 days a week in office
1001+ employees
Company mission
To transform the world's investment industry for better outcomes.
Role
Who you are
- Bachelor’s degree is required
- 5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry
- Experience working with or covering structured products is a plus
- Strong analytical and problem-solving skills and a high level of attention to detail
- Strong written and verbal communication skills
- Able to successfully operate in a fast-paced environment
- Strategic mindset and able to work independently
- Demonstrated client service skills with stakeholders and clients
- Excellent organizational skills
- Desire to work in a cross-functional and collaborative environment
- Proficient in Microsoft Suite (Excel, PowerPoint, Word)
- Series 7 and 63 certifications are required or obtained within 90 days of hire
What the job involves
- ICapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients
- The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market
- Support the management of relationships with iCapital's issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests
- Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform
- Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities
- Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions
- Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail
- Collaborate with teams across the firm — including Product, Engineering, Legal, Marketing, and Compliance — to deliver a robust, well-supported platform solution and drive process improvement
- Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line
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.
Salary benchmarks
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