iCapital
iCapital is seeking an Associate Account Manager to manage and grow relationships with a portfolio of clients, ensuring their success and maximizing the value of the company's solutions. This role involves proactive engagement, strategic account planning, and cross-functional collaboration to drive platform adoption and client satisfaction. The ideal candidate will serve as a trusted advisor, identifying opportunities for growth and supporting renewal and expansion initiatives.
iCapital is a leading financial technology platform that powers the alternative investment marketplace by connecting wealth managers, asset managers, and institutional investors. The company offers technology solutions for discovering, investing in, and managing alternative investments, structured notes, and annuities at scale. iCapital also provides tools for portfolio construction, investment reporting, investor onboarding, and fund distribution across global markets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for iCapital.
4% above the average for this role