Platform Partnerships - Associate / Assistant 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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.

In Short

• Play a key role in management and growth for existing strategic partners.
• Represent iCapital externally, delivering exceptional service to partners.
• Collaborate with cross-functional teams to drive strategic initiatives.
• Lead platform and system demonstrations for prospects and partners.
• Assist in outreach for new prospects and business development strategy.
• Drive process improvement by analyzing key performance indicators.

Requirements

• 3-6+ years of experience in financial services.
• Experience with digital partnerships within wealth technology.
• Direct experience working for or with wealth management firms.
• Knowledge of alternatives and/or structured investments.
• Experience with SAAS offerings and platform integrations.
• Strong interpersonal and sales skills.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Strategic mindset and ability to work independently.
• Series 7 and 63 licenses are preferred.
• Bachelor's degree in a technical or financial field preferred.

Benefits

• Base salary range of $100,000 to $140,000.
• Compensation package includes salary, equity, and performance bonus.
• Comprehensive benefits package including retirement plan.
• Generously subsidized healthcare with 100% employer paid dental and vision.
• Parental leave and unlimited paid time off (PTO).