Enterprise Coverage and Client Management, iCapital
Broker Dealer, Associate / Assistant Vice President
$85-135k
Plus equity and an annual performance bonus
3-4 days a week in office
Fintech platform for alternative investments
Posted today
Fintech platform for alternative investments
1001+ employees
Posted today
$85-135k
Plus equity and an annual performance bonus
3-4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 2-7+ years of experience in a technical relationship management capacity
- Knowledge of alternatives and/or structured investments is preferred
- Experience working for or with wealth management firms is preferred
- Experience with SAAS offerings and wealth tech platforms preferred
- Excellent organizational skills and attention to detail
- Excellent verbal and written communication skills
- Able to meet deadlines and work effectively under pressure
- Passion for client service and exceeding client expectations
- Demonstrated client service skills
- Series 7 and 63 licenses preferred
What the job involves
- ICapital is looking to hire an Associate / Assistant Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships within the Independent Broker Dealer (IBD) channel
- This position will play a central support role in helping quarterback relationships within existing Enterprise Wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes
- The team strives to understand their clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution
- This is a junior-level, technical relationship management role focused on the delivery and ongoing support of iCapital’s full suite of solutions, ranging from alternatives to structured investments, to the wealth channel
- Support development & deepening of existing relationships with wealth managers
- Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure
- Support driving day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients
- Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration
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 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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