Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President
iCapitalGreenwich, Connecticut, United States · Posted 28 days agoDescription
About the Role
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.
Responsibilities
- 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.
Qualifications
- 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
Benefits
The base salary range for this role is $170,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Similar jobs
Est. 185,000 USD
About the Role 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, a…
Est. 120,000 USD
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…
Est. 120,000 USD
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…
Est. 127,500 USD
About the Role iCapital is seeking an Associate to join the Corporate Development and Strategy team. The individual will join a highly valued team responsible for evaluating, planning, and executing organic and inorganic…
Est. 105,000 USD
About the Role iCapital is looking for a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team. iCapital is looking to hire a Client Delivery Specialist, Assistant Vice President to join th…
Est. 175,000 USD
About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business an…
Est. 180,000 USD
About the Role iCapital is seeking a Vice President, Private Markets Strategist to join the Investment Strategy team. This individual will play a key role in expanding the team's private markets coverage and supporting t…
Est. 95,000 USD
About the Role iCapital is looking to hire an Associate to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, col…
Est. 115,000 USD
About the Role The Full Stack Engineer at iCapital will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. You will work closely with our Product Managem…
Est. 65,000 USD
About the Role iCapital is looking to hire an Analyst to join its Platform Support team. The team provides service and technical support to its rapidly growing client base of financial advisors and individual investors,…
Est. 180,000 USD
iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital’s enterprise presence in the US wealth channel. This team d…
Est. 175,000 USD
About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business an…
Est. 80,000 USD
About the Role iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients an…
Est. 80,000 USD
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues…
Est. 120,000 USD
About the Role iCapital is seeking an Assistant Vice President to join the Asset Manager Solutions International team, to contribute to the development and execution of iCapital’s global strategy. This individual will su…
Est. 140,000 USD
About the Role The Full Stack Engineer at iCapital will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. This individual will work closely with our Pro…
Est. 80,000 USD
About the Role iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients an…
Est. 150,000 USD
About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineers who can build APIs and applications that are…
Est. 120,000 USD
About the Role iCapital is seeking an experienced cybersecurity risk professional to serve as Assistant Vice President, Third-Party Risk & Client Assurance Manager. This individual will lead a team of approximately f…
Est. 177,500 USD
About the Role iCapital is seeking a highly motivated, entrepreneurial, and experienced operations professional who will play multiple critical roles in supporting Outcome Driven Strategies (ODS), the Separately Managed…
Est. 235,000 USD
iCapital is seeking a Senior Vice President, Head of Managed Accounts and Model Portfolio Delivery to lead the packaging, development, and commercialization of the firm’s model portfolio and separately managed account (S…
Est. 110,000 USD
About the Role iCapital is looking to hire an Assistant Vice President Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsi…
Est. 75,000 USD
About the Role iCapital is looking to hire an Analyst Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsible for turning q…
Est. 190,000 USD
About the Role iCapital is seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of private equit…
Est. 77,500 USD
About the Role iCapital is seeking an Associate to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborativ…
Est. 65,000 USD
About the Role iCapital is seeking an Analyst to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative,…
Est. 80,000 USD
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues…
Est. 97,500 USD
About the Role iCapital is looking for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior…
Est. 160,000 USD
About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, fo…
Est. 115,000 USD
About the Role The Senior Product Manager is an integral member of the Product Management team that will become a subject matter expert on the software. This role will work cross-functionality to develop product strategi…