Enterprise Solutions Associate

5 days ago

Greenwich, Connecticut, United States iCapital Full time
About the Role

iCapital is seeking a highly motivated and experienced professional to join our iCapital Solutions team as an Associate or Assistant Vice President. This role will be responsible for assisting with ongoing relationship management and business development for existing General Partner (GP) clients, prospecting new clients within the Asset Management arena, and providing general support to the GP client coverage team.

Key Responsibilities
  • Strategic Relationship Management
    • Assist in day-to-day management of existing GP client relationships, including responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, managing weekly agendas, and follow-up deliverables.
    • Educate existing clients on new firmwide developments relevant for their business, such as platform enhancements, new features and offerings, and corporate developments.
    • Cultivate a list of prospective clients and assist relationship managers with pitching new business, including the preparation of Requests for Proposal (RFPs).
    • Develop and manage 3-4 key relationships over time.
    • Work collaboratively with internal and external cross-functional teams on fund launches, closes, and other strategic initiatives.
    • Develop presentation materials and analysis for client meetings and projects.
  • iCapital Solutions Team Strategy
    • Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
    • Manage and lead internal projects and develop framework and process for ongoing GP client coverage team management.
    • Develop presentations and analysis for internal meetings and projects.
Qualifications
  • 3-10 years of experience in a client-facing capacity, such as client services, account management, sales, or business development.
  • Knowledge of the alternative investments industry.
  • Series 7 and 63 licenses are preferred.
  • Excellent verbal and written communication skills.
  • Strategic mindset and ability to work independently.
  • Demonstrated client service skills with stakeholders and clients.
  • Experience in project management is preferred.
  • Detail-oriented and able to prioritize in a fast-paced environment.
What We Offer

iCapital offers a competitive compensation package, including a base salary range of $85,000 to $120,000, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).

We believe in the importance of work-life balance and offer a flexible work arrangement, with the option to work from home one day a week. Our company culture values innovation, collaboration, and employee well-being.

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