Investor Relations- Assistant Vice President at iCapital

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

145000.0

Posted On

13 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investor Relations, Client Service, Alternative Investments, Wealth Management, Relationship Management, Fundraising Support, Operational Workflow Management, Microsoft Dynamics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SaaS, Wealth Tech Platforms, Interpersonal Communication, Organizational Skills, Stakeholder Management

Industry

technology;Information and Internet

Description

About the Role iCapital is looking to hire an Assistant Vice President to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success. Responsibilities Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives. Provide ongoing client and advisor support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction. Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. Manage complex alternative investment operational workflows, partnering across teams to address and resolve escalations. Influence process, platform, and client experience improvements. Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform. Assist with special projects for Senior Management in support of iCapital’s businesses. Qualifications Bachelor’s degree with at least 6-10+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments or wealth management Experience with high-net-worth clients, financial advisors, and fund managers Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders Experience working for or with wealth management firms is preferred Experience with SAAS offerings and wealth tech platforms is preferred Ability to manage phone queue during operating hours 8:30am-6 PM EST Excellent organizational skills and attention to detail Strong interpersonal, written, and verbal communication skill Able to meet deadlines and work effectively under pressure Strong experience in Microsoft Office applications, specifically Dynamics, Excel, PowerPoint, and Wordok Benefits The base salary range for this role is $115,000 to $145,000. 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. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. 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.

Responsibilities

Provide dedicated coverage and support for client accounts, financial advisors, and fund managers to optimize the user experience on the iCapital platform. Manage complex alternative investment operational workflows and collaborate with technology teams to enhance the proprietary platform.