Enterprise Coverage and Client Management, RIA's - Associate / Assistant Vice President

iCapital(3 days ago)

HybridFull TimeJunior$85,000 - $125,000iCapital Solutions

About this role

iCapital is hiring for roles supporting their Enterprise Wealth relationships, focusing on relationship management, client service, and delivery of financial solutions across asset classes. The positions require technical expertise and collaboration with various teams to enhance client satisfaction and business growth.

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Required Skills

Client Management
Relationship Management
Enterprise Technology
Wealth Tech
Structured Investments
SAAS
Financial Solutions
Client Service
Strategic Planning
Operational Support

About iCapital

icapital.com

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.

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