Head of Investor Relations
3 weeks ago
Responsibilities
Liaise with internal and external clients on opportunities to improve the client experience and outcomes. Design and improve the control environment for Investor Relations in coordination with platform technology build outs. Work with the Product and Technology teams to design new and enhance existing platform functionality. Integrate new platform tools with existing workflows and processes. Iterate on management reporting and perfect client deliverables. Structure the team for efficiency and scale. Client Management and Education: Understand the iCapital platform and its various use cases and highlight and demonstrate the benefits to different client constituents.Understand different alternative investment asset types and fund structures and help others understand them.Understand iCapital’s client base, including how they interact with our funds and technology and ensure sufficient resources are being deployed to manage their investments.Educate on all aspects of an alternative investment’s life cycle as well as taxes, terms, subscription processing, redemptions, transfers, and LOAs. Team Management and Training: Continue to hire and refine the organizational structure in line with global growth, client needs, and business needs.Look for efficiencies with respect to training and hiring to bring new client service associates online quickly and consistently grow the knowledge base.Drive change in processes, challenge the status quo, ensure the team has a client first and client centric mentality, and has the tools to deliver on it.Ensure best in class training programs for the existing team and all new hires. Assist in Fund Raising Activities: Oversee all aspects of onboarding new clients and investors.Manage subscription activities and fund raising across many funds per week including working with third party admins to clear clients and managing close processes.Oversee the management of all fund related transactional processes related to a client subscription. This includes but is not limited to LOAs, transfers, and redemptions.Shepherd incoming investors via their advisors throughout the lifecycle of the investment process.Oversee and manage all investment related communications across our client base.Qualifications
Bachelor’s Degree in a related field 15+ years of experience in financial services, preferably in a client services or investor relations role. Experience with alternative investments is a plus Excellent leadership and managerial skills, emotional intelligence, diplomatic, charismatic, persuasive, and credible to a wide variety of audiences, both internal and external Passion for the application of innovative technology Strong written, verbal, and interpersonal communication skills Willingness to learn new topics and work in an evolving, entrepreneurial business environment Able to work well in a cross-functional, matrix management environment with a highly collaborative, team-oriented approach to problem-solving Effectively prioritize tasks, meet deadlines, and work under pressure with a high level of attention to detail Experience managing a global team of peopleBenefits
The base salary range for this role is $240,000 to $280,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
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