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Relationship Manager

iCapital Network

Relationship Manager

Greenwich, CT +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    iCapital Network 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. With 380-plus employees, iCapital services approximately $70 billion in global client assets invested in close to 750 funds across more than 125,000 underlying accounts.

    iCapital was named Solutions Provider of the Year at the 2020 MMI/Barron's Industry Awards and selected to the 2018, 2019 and 2020 Forbes FinTech 50, a list of the top 50 innovative financial technology companies that are transforming finance through technology.

    ABOUT THE ROLE We are hiring a Relationship Manager to join our Enterprise Solutions team to focus on the expansion of international clients. This individual will prospect new clients within the Asset Management and Wealth Management industry, maintain ongoing relationships for current clients, and provide support to the internal Enterprise and International Teams located in the US and abroad.

    RESPONSIBILITIES STRATEGIC RELATIONSHIP MANAGEMENT

    • Existing Client Management: Starting with a defined list at inception and growing over time, this role will be the key relationship manager for a number of key strategic asset and wealth management clients doing business internationally.
    • Business Development: Develop new and existing relationships with asset and wealth managers located outside the United States and support other relationship managers managing similar clients located inside the United States with ambitions to grow their business internationally.  The individual will lead platform/system demonstrations for new prospects, lead responses to RFPs and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.

    ENTERPRISE SOLUTIONS AND INTERNATIONAL TEAM STRATEGY

    • Collaborate with the Head of Enterprise Solutions-International, Head of iCapital International, other relationship managers, and senior executives across the firm to drive tactical and strategic initiatives in regards to sales strategy and business development, CRM technology, and marketing
    • Manage and lead internal projects and develop framework and process for ongoing team management
    • Develop presentations and analysis for internal meetings and projects

    QUALIFICATIONS

    • 2+ years of experience in a business development / relationship management capacity
    • International wealth management/alternatives experience is required
    • Excellent verbal and written communication skills
    • Strategic mindset and ability to work independently
    • Demonstrated client service skills with stakeholders and clients

    BENEFITS iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, and an employer matched retirement plan; generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; and generous paid time off (PTO) featuring unlimited sick time and parental leave. As we plan to re-enter our offices in 2021, iCapital will offer most employees the flexibility to work remotely one to two days a week.  Every department has different needs, and some positions will be designated in-office jobs, based on their function.

    WHILE WE ARE CURRENTLY WORKING REMOTELY DUE TO COVID-19, THIS POSITION WILL BE BASED IN OUR NEW YORK CITY OR GREENWICH, CT OFFICE.

     

    For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

     

    iCapital Network 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.

  • Locations
    Greenwich, CT • New York, NY