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The role involves driving business development efforts in financial reporting services, establishing relationships with high-net-worth clients, promoting iCapital's technology capabilities, and collaborating with teams for client management and success.
This role involves leading business development initiatives for iCapital, focusing on growing financial reporting services for the wealth management sector. Responsibilities include building relationships with wealth managers and family offices, driving new business opportunities, conducting market analysis, negotiating contracts, and improving client experiences through feedback and collaboration.
The Office Coordinator at iCapital will ensure the office environment is clean and functional, manage supplies, coordinate deliveries, assist with events, and support employee onboarding processes. Strong communication skills are essential for managing interactions and facilitating a welcoming experience for all staff and visitors.
