Enterprise Solutions Associate, iCapital
$85-100k
+ Equity + Annual performance bonus
4 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$85-100k
+ Equity + Annual performance bonus
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 3-10 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 is 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
What the job involves
- ICapital is looking to hire an Associate or Assistant Vice President to join the iCapital Solutions team
- This role will assist with ongoing relationship management and business development for existing GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team
- Strategic Relationship Management:
- Assist in day-to-day management of existing GP client relationships
- Responsible for but not limited to responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, managing 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
- ICapital Solutions team strategy:
- 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
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist
Insights
Some candidates hear
back within 2 weeks
42% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Articles
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
Salary benchmarks
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Diversity & Inclusion at iCapital
- We consider applicants of all backgrounds. If you are excited about what we’re building but don't meet some of the criteria above, please don’t let that discourage you from applying
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