iCapital Network
Client Relationship Manager, Structured Investments, IBD Coverage - Associate / Assistant Vice President
$100K–$140K
New York, New York, United States · Director · Full-time · Posted Aug 4, 2026
- Experience
- 2–5 years in a client-facing, business development, or relationship management role; ideally in financial services or enterprise technology.
About the job
Supports client management, business development, and delivery of iCapital’s technology solutions for Independent Broker Dealer clients and prospects.
What you'll do
- Support senior Relationship Managers with client and prospect relationships, account management, and business development.
- Assist with platform demonstrations and RFP responses, and coordinate client integrations with Product and Engineering.
- Track client requests, CRM data, pipeline activity, projects, and team reporting.
What they ask for
- Foundational knowledge of structured investments and interest in developing expertise in the asset class.
- Excellent verbal and written communication skills.
- Strong organization and attention to detail, with the ability to manage multiple workstreams.
- Collaborative approach and ability to work in a fast-paced environment.
Nice to have
- Direct experience working for or with wealth management firms, specifically BDs.
- Series 7 and 63 licenses; willingness to obtain them if not already held.
Pay
USD 100,000 to USD 140,000 base salary
Tools
CRM
Model-written summary · the original posting is authoritative