Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President

iCapital • Greenwich, CT

1d • $170,000 - $200,000 • Hybrid

About The Position

iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients. The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.

Requirements

• Bachelor’s degree is required
• 5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry
• Strong analytical and problem-solving skills and a high level of attention to detail
• Strong written and verbal communication skills
• Able to successfully operate in a fast-paced environment
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Excellent organizational skills
• Desire to work in a cross-functional and collaborative environment
• Proficient in Microsoft Suite (Excel, PowerPoint, Word)
• Series 7 and 63 certifications are required or obtained within 90 days of hire

Nice To Haves

• Experience working with or covering structured products is a plus

Responsibilities

• Support the management of relationships with iCapital's issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests.
• Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.
• Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.
• Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.
• Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.
• Collaborate with teams across the firm — including Product, Engineering, Legal, Marketing, and Compliance — to deliver a robust, well-supported platform solution and drive process improvement.
• Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.

Benefits

• The base salary range for this role is $170,000 to $200,000.
• 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).

What This Job Offers

• Job Type: Full-time
• Career Level: Executive