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Salary: USD 90,000 - 110,000 / annual
iCapital is seeking an Assistant Vice President for the Investor Relations team to support the company's rapidly growing client base. This role operates in a fast-paced, collaborative, and entrepreneurial environment, serving investors, financial advisors, home office personnel, and fund sponsors using iCapital's technology platform.
Key Responsibilities:
- Provide dedicated account coverage and client support, working closely with internal relationship managers to address client needs and investment objectives
- Answer a wide variety of client and advisor questions timely and accurately, ensuring overall satisfaction
- Support high-profile fund managers in fundraising efforts by assisting clients through subscription processes and managing fund closings
- Manage complex alternative investment operational workflows and resolve escalations across teams
- Influence improvements to processes, platform features, and client experience
- Collaborate with the Technology team to optimize the user experience on iCapital's proprietary platform
- Assist with special projects for Senior Management
- Manage phone queue during operating hours 8:30 AM–6 PM EST
The role requires working in the office Monday–Thursday, with remote flexibility on Fridays.
Qualifications:
- Bachelor's degree with 6–10+ years of experience in financial services, preferably in client service or investor relations within alternative investments or wealth management
- Experience with high-net-worth clients, financial advisors, and fund managers
- Proven track record of cross-functional collaboration and stakeholder management
- Preferred: experience with wealth management firms, SaaS offerings, and wealth tech platforms
- Excellent organizational skills and attention to detail
- Strong interpersonal, written, and verbal communication abilities
- Ability to meet deadlines and work effectively under pressure
- Proficiency in Microsoft Office applications, specifically Dynamics, Excel, PowerPoint, and Word
