Advisor Engagement Specialist - Assistant Vice President

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 $179 billion in global client assets invested in 1,445 funds, as of January 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking for an Advisor Engagement Specialist to join the iCapital Marketplace team. This individual will play a crucial role in expanding the iCapital Marketplace's presence in the Registered Investment Advisor (RIA) and Single-Family Office (SFO) channel. This role will actively identify, cultivate, and manage relationships with advisors, highlight the platform's features, assist with user registrations, ensure seamless onboarding experiences, and collaborate closely with internal teams to achieve platform expansion objectives.

Responsibilities

• Identify and cultivate relationships proactively with advisors to expand the iCapital Marketplace's advisor base within the RIA and SFO channel.
• Showcase the features and capabilities of the iCapital platform to advisors, emphasizing new tools and functionalities that can help enhance their business.
• Manage and oversee user registrations on the iCapital Marketplace, provide support, guidance, and troubleshoot assistance as needed.
• Facilitate a smooth onboarding experience for Wealth Advisors, which includes conducting introductory calls, organizing platform demonstrations, and addressing any inquiries or concerns.
• Collaborate closely with the Marketing team to develop targeted campaigns aimed at boosting user engagement and adoption on the Marketplace.
• Work collaboratively with internal teams, including GP Relationship Managers, Investor Relations, and Sales Support, to ensure a positive client experience.
• Stay informed about industry trends, competitor activities, and market developments within the RIA and SFO space, to enhance the iCapital Marketplace's competitive position.

Qualifications

• Bachelor’s degree in business administration, finance, marketing, or related field
• 4 to 8 years of experience in a client-facing role within the financial services industry, preferably working with RIAs or SFOs
• Strong understanding of investment products, alternative investments, and wealth management solutions
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with advisors and internal stakeholders
• Able to work independently, prioritize tasks, and manage multiple projects simultaneously

Benefits

The base salary range for this role is $100,000 to $140,000.  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).

We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.