Relationship Manager, iCapital
Asset Managers, Associate
$75-95k
+ Equity + Bonus
3-4 days a week in office
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
$75-95k
+ Equity + Bonus
3-4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- Prior experience in alternative investments is preferred but not required
- A familiarity with technological and/or operational processes and working with distribution partners and asset managers is also preferred
- 3+ years of experience in a business development, relationship management, customer support, or investor relations capacity
- Knowledge and familiarity of alternatives or specifically private equity preferred
- Direct experience working for or with asset management firms is highly preferred
- Excellent organizational skills and attention to detail
- Strong interpersonal and relationship management skills
- Able to meet deadlines and work effectively under pressure
- Experience with SAAS offerings and wealth tech platforms preferred
- Excellent verbal and written communication skills
- Passion for client service and exceeding client expectations
- Willingness to grow within the role over time
What the job involves
- ICapital is looking to hire an Associate to join the Enterprise Solutions team, specifically focused on a large asset manager and key client relationship for the firm
- Reporting to one of our Account Managers, the ideal candidate will serve as a daily point of contact for the client, assisting in regular communications, tracking deliverables, and resolving complex issues with a strategic mindset
- The role will also coordinate various processes internally, working closely with representatives of a cross-functional team
- This role requires a significant level of client engagement and focus on customer retention
- Play a key role in day-to-day relationship management and responding to inquiries from the client in a timely and efficient manner
- Collaborate with internal teams and representatives across the company to drive tactical and strategic initiatives regarding account growth strategy, product platform enhancements, platform integrations, third party partners, fund launches, marketing, and more
- Manage and assist with internal projects and develop frameworks and processes for ongoing team management and process improvement
- Work alongside the Client Solutions team to develop meaningful measurements of success
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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