Home
/
Account Management
/
Relationship Manager, Wealth Managers - Associate
Relationship Manager, Wealth Managers - Associate-October 2024
New York
Oct 29, 2024
About Relationship Manager, Wealth Managers - Associate

  iCapital is looking to hire an Associate to join the Enterprise Solutions team, specifically focused on a large asset manager and key client relationship for the firm. The team is responsible for maintaining and expanding our largest and most strategic client relationships. The team strives to understand our clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution.

  Reporting to one of our Account Managers, the ideal candidate will serve as a daily point of contact for the client, assisting in regular communications, tracking deliverables, and resolving complex issues with a strategic mindset. The role will also coordinate various processes internally, working closely with representatives of a cross-functional team. This role requires a significant level of client engagement and focus on customer retention. Prior experience in alternative investments is preferred but not required. A familiarity with technological and/or operational processes and working with distribution partners and asset managers is also preferred.

   

  Responsibilities

  Play a key role in day-to-day relationship management and responding to inquiries from the client in a timely and efficient manner. Collaborate with internal teams and representatives across the company to drive tactical and strategic initiatives regarding account growth strategy, product platform enhancements, platform integrations, third party partners, fund launches, marketing, and more. Manage and assist with internal projects and develop frameworks and processes for ongoing team management and process improvement. Work alongside the Client Solutions team to develop meaningful measurements of success.  

  Qualifications

  3+ years of experience in a business development, relationship management, customer support, or investor relations capacity Knowledge and familiarity of alternatives or specifically private equity preferred Direct experience working for or with asset management firms is highly preferred Excellent organizational skills and attention to detail Strong interpersonal and relationship management skills Able to meet deadlines and work effectively under pressure Experience with SAAS offerings and wealth tech platforms preferred Excellent verbal and written communication skills  Passion for client service and exceeding client expectations Willingness to grow within the role over time    

  Benefits

  The base salary range for this role is $75,000 to $95,000.  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

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
Named Account Manager - Enterprise & FSI, Singapore
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. We have the vision o
MAC Cosmetics - Counter Manager - Boots - 37.5 Hours
Store/Retail/Business Manager M• A• C is the world's leading professional MAKEUP AUTHORITY because of our unrivaled expertise in makeup artistry. M• A• C celebrates diversity and INDIVIDUALITY - all
Relationship Banker - West Anderson Financial Center
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
Strategic Account Manager
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
Account Manager III
Job Description Job Title: Account Manager III Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue exceeding $40 billion. Our Mission is to enable our customers
Technical Account Manager - Mulesoft
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 Customer Success Job Details About Sal
Account Manager -Retail Consumer Goods
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'
Sr Manager, Customer Operations and Support, BCD
Job Description Sr. Manager Customer Operations and Support R-01220152 The Sr. Manager, Customer Operations and Support (CO&S) leads a skilled team of ~30 employees, 2 supervisors and 1 manager s
Associate Customer Success Representative Everyday Banking
About this role: Wells Fargo is seeking an Associate Customer Success Representative in Everyday Banking as part of Consumer and Small Business Banking Operations. Learn more about the career areas a
Due Diligence Associate
About this role: Wells Fargo is seeking a Due Diligence Associate... In this role, you will:Engage with clients directly or indirectly through relationship managers to support meeting policies or reg
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved