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Salary: USD 100,000 - 140,000 / annual
iCapital is hiring a Client Relationship Manager to join the Structured Investments team, supporting the Independent Broker Dealer (IBD) coverage group. This is a client-facing, technical role focused on delivering and supporting iCapital's technology solutions to the BD channel.
You will work closely with senior Relationship Managers on day-to-day account management and business development across all IBD client and prospect relationships. Key responsibilities include supporting platform demonstrations for new prospects, contributing to RFP responses, and coordinating with internal cross-functional teams on iCapital's enterprise technology solutions. You'll manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of inquiries.
Additionally, you will collaborate with Relationship Managers and internal partners on tactical and strategic initiatives across the IBD channel, support internal project management efforts including CRM data maintenance and pipeline tracking, and coordinate with Product and Engineering teams to facilitate client integrations and platform functionality delivery. You'll develop strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.
The ideal candidate has 2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology. Foundational knowledge of structured investments with strong interest in deepening expertise is required. Direct experience working for or with wealth management firms and broker-dealers is a plus. You should have excellent verbal and written communication skills, be highly organized and detail-oriented, and able to manage multiple workstreams simultaneously. Series 7 and 63 licenses are preferred; willingness to obtain if not already held is expected.
iCapital offers a competitive compensation package including salary, equity for all full-time employees, and annual performance bonus. Comprehensive benefits include employer-matched retirement plan, subsidized healthcare with 100% employer-paid dental and vision, telemedicine, virtual mental health counseling, parental leave, and unlimited PTO. The role is hybrid: in-office Monday–Thursday with remote flexibility on Friday.
