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The Regional Director will oversee wholesaling investment products in the Western U.S., acquire new relationships, educate advisors on structured investments, analyze sales trends, onboard clients, and support business growth while traveling regularly for client meetings.

The Associate will support the Governance team by overseeing iCapital's funds, reviewing corporate actions, drafting fund policies, coordinating investor communications, managing Oversight Committee agendas, and assisting with secondary sales of feeder fund assets. This role involves interaction with internal teams and external parties including General Partners and legal counsel.

As a Business Manager, you'll oversee the Investor Relations team, establishing metrics, creating reports, and optimizing processes. You'll drive strategic projects, facilitate automation, and support content creation for Executive presentations, ensuring enhanced operational efficacy and client success.

The Investor Relations Associate will service a growing client base by providing dedicated client account coverage, supporting fundraising efforts, and collaborating with the technology team to optimize the user experience on iCapital’s platform. Responsibilities include client support, managing subscription processes, and ensuring overall client satisfaction.

As a Project Manager, you will integrate platform assets and collaborate with product managers and technology leads to ensure timely tech development. Responsibilities include documenting user stories in JIRA, managing engineering timelines, and facilitating decision-making among teams.

This role involves leading client coverage activities and managing a team within the US Asset Management Channel at iCapital. The individual will focus on client acquisition, developing relationships, and driving business initiatives, while managing internal stakeholders and ensuring excellent client experience through strategic solutions and product offerings.

The Client Delivery Advocate at iCapital will partner with wealth managers to execute day-to-day investment operations, liaise with stakeholders, prepare investment documentation, and ensure high-quality service delivery to clients. Responsibilities include coordinating with various parties, maintaining client information, reviewing investment documents, and implementing process improvements. Qualifications include client service experience, organizational skills, attention to detail, knowledge of financial products, and ability to thrive in a team environment. The base salary range for this role is $55,000 per year.