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Client Relationship Manager, Structured Investments, Issuer Coverage - Vice President

icapitalnetwork · New York, New York, United States · Greenwich, Connecticut, United States · New York, New York, United States
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<h3><strong>About the Role</strong></h3> <p>iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients.  The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.</p> <h3><strong>Responsibilities</strong></h3> <ul> <li>Support the management of relationships with iCapital's issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests.</li> <li>Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.</li> <li>Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.</li> <li>Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.</li> <li>Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.</li> <li>Collaborate with teams across the firm — including Product, Engineering, Legal, Marketing, and Compliance — to deliver a robust, well-supported platform solution and drive process improvement.</li> <li>Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.</li> </ul> <h3><strong>Qualifications</strong></h3> <ul> <li>Bachelor’s degree is required</li> <li>5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry</li> <li>Experience working with or covering structured products is a plus</li> <li>Strong analytical and problem-solving skills and a high level of attention to detail</li> <li>Strong written and verbal communication skills</li> <li>Able to successfully operate in a fast-paced environment</li> <li>Strategic mindset and able to work independently</li> <li>Demonstrated client service skills with stakeholders and clients</li> <li>Excellent organizational skills</li> <li>Desire to work in a cross-functional and collaborative environment</li> <li>Proficient in Microsoft Suite (Excel, PowerPoint, Word)</li> <li>Series 7 and 63 certifications are required or obtained within 90 days of hire</li> </ul> <h3><strong>Benefits</strong></h3> <p>The base salary range for this role is $170,000 to $200,000.  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).</p> <p>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.</p> <p>For additional information on iCapital, please visit <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us&data=05%7C02%7CSteve.Goldberg%40icapital.com%7C7cd50dc9d0da49eda64d08deebfed836%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639207676936710932%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Ii5VMmN1L3OteW7YlF5nUfm6eM6n0OEox4vmRefB2N0%3D&reserved=0">https://www.icapitalnetwork.com/about-us</a>  Twitter: @icapitalnetwork | LinkedIn: <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficapital-network-inc&data=05%7C02%7CSteve.Goldberg%40icapital.com%7C7cd50dc9d0da49eda64d08deebfed836%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639207676936728947%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=j1rIr6KkxoMHTLEY8aBhvYXLDyAsOuHIE%2BYCnR5OVYg%3D&reserved=0">https://www.linkedin.com/company/icapital-network-inc</a> | Awards Disclaimer: <a href="https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us%2Frecognition%2F&data=05%7C02%7CSteve.Goldberg%40icapital.com%7C7cd50dc9d0da49eda64d08deebfed836%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639207676936738708%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=M7jpHJTccC%2BRuy4pbc9N0HsVVqoBYxDiPAIHD4WGodg%3D&reserved=0">https://www.icapitalnetwork.com/about-us/recognition/</a></p> <p>iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, n

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