Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice
Listed on 2026-08-11
-
Business
Client Relationship Management, Business Development
Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President About the Role
iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.
Responsibilities- Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity.
- Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions.
- Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests.
- Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel.
- Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting.
- Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality.
- Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.
- 2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology
- Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class
- Direct experience working for or with wealth management firms, specifically BDs is a plus
- Excellent verbal and written communication skills
- Highly organized, detail-oriented, and able to manage multiple work streams simultaneously
- Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time
- Series 7 and 63 licenses are preferred; willingness to obtain if not already held
The base salary range for this role is $100,000 to $140,000. 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital is proud to be an Equal Employment Opportunity and **??**. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
iCapital Voluntary Self-Identification Questions [U.S. Only]Voluntary Self-Identification of Disability
Why are you being asked to complete this?
The law requires us to provide equal employment opportunity to qualified people with disabilities. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake.
Completing this form is voluntary. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way.
How do you know if you have a disability?
A disability is a condition that substantially…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).