Investor Relations - Assistant Vice President

The role

This person will provide dedicated coverage of client accounts and support investors, financial advisors, and home office personnel. They will assist with investments on the iCapital technology platform and support fund managers in fundraising efforts.

What you will do

• Provide dedicated coverage of client accounts.
• Provide ongoing client and advisor support.
• Support high-profile fund managers in fundraising efforts.
• Manage complex alternative investment operational workflows.
• Influence process, platform, and client experience improvements.
• Collaborate with the Technology team to optimize the user experience.
• Assist with special projects for Senior Management.

Required qualifications

• Bachelor’s degree
• 6-10+ years of experience in financial services
• Experience with high-net-worth clients, financial advisors, and fund managers
• Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
• Ability to manage phone queue during operating hours 8:30am-6 PM MST
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skill
• Able to meet deadlines and work effectively under pressure
• Strong experience in Microsoft Office applications, specifically Dynamics, Excel, PowerPoint, and Wordok

Nice to have

• experience in client service or experience in an investor relations role in alternative investments or wealth management
• Experience working for or with wealth management firms
• Experience with SAAS offerings and wealth tech platforms

Benefits

• salary
• equity for all full-time employees
• annual performance bonus
• employer matched retirement plan
• generously subsidized healthcare
• 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• parental leave
• unlimited paid time off (PTO)

About the company

iCapital is looking to hire an Assistant Vice President to join the Investor Relations team to service the company’s rapidly growing client base.