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© All Rights Reserved. ApplyBlast.com
iCapital
iCapital is seeking a Client Delivery Advocate - Associate to join the Data Solutions team, focusing on setting up and maintaining financial software applications, assisting clients with issues, and supporting special projects. This role combines finance and technology responsibilities, including financial reporting, data aggregation, and client relationship management. The position requires strong customer service skills, a solid understanding of financial instruments, and experience with wealth management platforms.
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.