iCapital · 19 hours ago
Enterprise Coverage and Client Management, RIA's - Associate / Assistant Vice President
New York, NY
Full-time
Hybrid
Mid Level
$85K/yr - $125K/yr
2+ years expiCapital is looking to hire an Assistant Vice President / Associate to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships. This role will support the development and execution of client relationships, ensuring high-quality service and customized solutions across all asset classes.
FinanceBankingFinTechAsset ManagementFinancial Services
Responsibilities
Support development & deepening of existing relationships with wealth managers
Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure
Support driving day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients
Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration
Develop & deepen existing relationships with wealth managers
Drive enterprise adoption of our technology platform and infrastructure
Leading strategic planning sessions or onsite meetings with enterprise clients
Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings
Play key role as the primary touchpoint for several strategic wealth management clients
Co-own identifying new revenue streams within existing clients alongside Business Development
Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients
Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification
Acting as escalation point for complex operational, platform, or regulatory matters
Qualification
Required
2-4+ years of experience in a technical relationship management capacity
Excellent organizational skills and attention to detail
Excellent verbal and written communication skills
Able to meet deadlines and work effectively under pressure
Passion for client service and exceeding client expectations
Demonstrated client service skills
10+ years of experience in a technical relationship management capacity
Excellent organizational skills and attention to detail
Excellent verbal and written communication skills
Able to meet deadlines and work effectively under pressure
Passion for client service and exceeding client expectations
Strategic mindset and able to work independently
Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight
Preferred
Knowledge of alternatives and/or structured investments is preferred
Experience working for or with wealth management firms is preferred
Experience with SAAS offerings and wealth tech platforms preferred
Series 7 and 63 licenses preferred
Extensive knowledge of alternatives and/or structured investments is highly preferred
Direct experience working for or with wealth management firms is highly preferred
Experience with SAAS offerings and wealth tech platforms preferred
Series 7 and 63 licenses preferred
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
iCapital is a fintech platform for alternative investments and investors.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
SurgoCap Partners,T. Rowe PriceBank of AmericaTemasek Holdings,WestCap
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Lawrence Calcano
Chairman and Chief Executive Officer
Dan Vene
Managing Partner & Co-Founder
Recent News
2026-02-09
Business Wire
2026-01-16
Company data provided by crunchbase