iCapital Network
Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
$100K–$140K
Greenwich, Connecticut, United States +1 · Director · Full-time · Posted Aug 4, 2026
- Location
- Greenwich, Connecticut, United States
New York, New York, United States - Experience
- 2–5 years.
About the job
Supports client management, business development, and technology platform delivery for independent broker-dealer clients and prospects in the structured investments channel.
What you'll do
- Assist senior Relationship Managers with client account management, business development, platform demonstrations, and RFP responses.
- Track client requests and open items, maintain CRM and pipeline data, and support team reporting and initiatives.
- Coordinate with Product and Engineering teams on client integrations and platform functionality.
What they ask for
- 2–5 years of experience in a client-facing, business development, or relationship management role.
- 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.
Nice to have
- Experience working for or with wealth management firms, specifically BDs.
- Series 7 and 63 licenses; willingness to obtain if not already held.
Pay
$100,000 to $140,000 (base salary)
Tools
CRM
Model-written summary · the original posting is authoritative