Client Retention and Growth Assistant Vice President / Vice President - Remote

Overview

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $206 billion in global client assets invested in 1,679 funds, as of October 2024.

In Short

• Key role in client retention and growth.
• Manage contract renewal process.
• Identify upsell opportunities.
• Track contracts and ensure timely execution.
• Conduct exit interviews for insights.
• Monitor upsell trends and categorize clients.
• Collaborate with delivery teams and sales leadership.
• Proactive client engagement.
• Strong communication and interpersonal skills required.
• 7-15+ years of experience in relationship management.

Requirements

• Experience in financial technology or operations.
• Creative and proactive problem-solving skills.
• Highly organized and detail-oriented.
• Proficiency in Salesforce or similar CRM platforms.
• Ability to adapt to evolving market conditions.
• Persistent and self-motivated.

Benefits

• Base salary range of $90,000 to $150,000.
• Equity for all full-time employees.
• Annual performance bonus.
• Comprehensive benefits package.
• Employer matched retirement plan.
• Generously subsidized healthcare.
• Unlimited paid time off (PTO).
• Flexibility to work remotely on Fridays.