Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President

About the Role

iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.

Responsibilities

• Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity.
• Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions.
• Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests.
• Collaborate with Relationship Managers and internal partners to support tactical and strategic initiative