Home
/
Account Management
/
Enterprise Solutions - Associate
Enterprise Solutions - Associate-March 2024
New York
Mar 17, 2025
About Enterprise Solutions - Associate

  iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $170 billion in global client assets invested in 1,392 funds, as of October 2023. 

  iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).  

   About the Role 

  iCapital is looking to hire an Associate to join the Enterprise Solutions team. This role will assist with ongoing relationship management for current GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team. 

  Responsibilities 

  Strategic Relationship Management:  Assist in day-to-day management of select existing GP client relationships.  Responsible for but not limited to responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, 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; Over time, develop and manage 3-4 key relationships. 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.    Enterprise Solutions team strategy:  Collaborate with the Enterprise 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 

  2-5 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, but not required. Other designations such as CFA, CAIA a plus  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    

  Benefits 

  The base salary range for this role is $85,000 to $100,000.  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. We offer most employees the flexibility to work in the office three or four days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function.  

  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. 

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Account Manager
Job Description Key Responsibilities: Work with distributors in customer education and scientific promotion to reach sales target 积极与经销商配合并协同工作,通过为客户提供教育和学术推广达成销售指标Work with vertical sales team, to i
Relationship Banker - Hamilton Mill branch
About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas
Senior Manager, Customer Success, Signature Program
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Named Account Manager - SLED
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Strategic Account Manager: CRM Analytics II Large Enterprise
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce We'
Relationship Banker - Chapel Hill Branch
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Relationship Banker - Fern Rock - AC Financial Center - Bilingual Spanish Required
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Private Wealth Market Client Relationship Manager
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth M
Sr Account Manager (México and Central America)
Job Description Job Description When you're part of the team at Thermo Fisher Scientific, you'll do important work; and you'll have the opportunity for continual growth and learning in a culture that
Enterprise Customer Success Manager (Travel)
As an Enterprise Customer Success Manager, you will be a trusted advisor to key named/strategic customers, helping them succeed with our platform and ensuring they receive maximum value from our solu
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved