Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President

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.
• 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.
• Agregate, 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.

Pay

The base salary range for this role is $170,000 to $200,000.

Schedule

Employees will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.