Relationship Manager, Asset Managers - Assistant Vice President / Vice President

Responsibilities

• Assist in day-to-day management of existing GP client relationships.
• Respond to ad hoc requests, assist with platform demos and training, track meeting requests, manage weekly agendas, and follow-up deliverables, etc.
• Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features and offerings, corporate developments, etc.).
• Cultivate a list of prospective clients and assist relationship managers with pitching new business, including the preparation of RFPs;
• Develop and manage 3-4 key relationships overtime.
• Work collaboratively with internal and external cross-functional teams on fund launches, closes, and other strategic initiatives.
• Develop presentation materials and analysis for client meetings and projects.
• Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
• Manage and lead internal projects and develop framework and process for ongoing GP client coverage team management.
• Develop presentations and analysis for internal meetings and projects.

Qualifications

• 6-10+ years of experience in a client-facing capacity (client services, account management, sales, or business development).
• Knowledge of the alternative investments industry (Series 7 and 63 licenses preferred).
• Excellent verbal and written communication skills.
• Strategic mindset and able to work independently.
• Demonstrated client service skills with stakeholders and clients.
• Experience in project management preferred.
• Detail-oriented and able to prioritize in a fast-paced environment.

Pay

The base salary range for this role is $115,000 to $175,000. 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).

Schedule

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