About the Role
iCapital is seeking a Senior Vice President to join the Investor Relations team to lead support and post-sales client experience for the Private Wealth Services channel, a dynamic and fast-growing business segment. This role will be responsible for delivering client service across iCapital’s Marketplace customers and will report directly to the Head of Investor Relations. This individual will have a deep understanding of alternative investments, exceptional relationship management, communication and influencing skills. The team’s goal is to ensure our clients’ overall success throughout the lifecycle of their investments with iCapital, and to deliver differentiated, best-in-class client experience.
Responsibilities
- Oversee and lead a small to mid-size team of investor relations professionals, based in NY and CT with the ability to operate as a key “second in command” for the Global Head of Investor Relations.
- Build trust and credibility with clients, critical stakeholders, and various senior leaders across the firm.
- Serve as a dedicated point of contact for strategic client accounts and work closely with our Alternative Distribution Sales, Relationship Management and Support teams to ensure the delivery of high-quality results to our clients.
- Manage the client’s journey from initial onboarding, delivering best in class service and ensuring a smooth process for all key moments in the lifecycle.
- Assist high-profile fund managers in their fundraising efforts, guiding clients through the dynamic subscription and onboarding processes.
- Collaborate with internal teams to mitigate risks, improve processes, and influence strategic technology roadmaps to better serve our clients in this segment.
- Lead and participate in highly visible, cross-functional projects related to new offerings, client specific requests and regulatory changes.
Qualifications
- 15+ years of deep knowledge and experience in financial services, preferably in client service or investor relations roles within alternative investments
- Demonstrated ability to navigate a diverse range of products including hedge funds, private equity, private credit and real estate offerings
- Proven experience leading high-performing teams, managing P&L/budget, and driving strategic initiatives
- Expertise in aligning business objectives with organizational goals, including improving CSAT and client retention, and reducing cost-to-service
- Capable of thought leadership on topics such as client success and operational efficacy and experience driving and participating in relevant industry forums
- Strong history of building and maintaining relationships with high-net-worth clients, financial advisors, and fund managers
- Excellent interpersonal, written, and verbal communication skills
- Bachelor’s Degree required, advanced education is a plus
Benefits
The base salary range for this role is $175,000 to $195,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
What We Do
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
