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

iCapital is looking to hire an Assistant Vice President / Associate to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This position will play a central support role in helping quarterback relationships within existing Enterprise Wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes.

Requirements

• 2-4+ years of experience in a technical relationship management capacity
• Knowledge of alternatives and/or structured investments is preferred
• Experience working for or with wealth management firms is preferred
• Experience with SAAS offerings and wealth tech platforms preferred
• Excellent organizational skills and attention to detail
• Excellent verbal and written communication skills
• Able to meet deadlines and work effectively under pressure
• Passion for client service and exceeding client expectations
• Demonstrated client service skills
• Series 7 and 63 licenses preferred

Benefits

• Comprehensive benefits package
• Employer matched retirement plan
• Generously subsidized healthcare
• Parental leave
• Unlimited paid time off (PTO)