International Client Solutions - Associate

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 $198 billion in global client assets invested in 1,634 funds, as of August 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); 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 to hire a Relationship Manager Associate to join our International Client Solutions team with a focus on Latin America (“LATAM”). This individual will contribute to the development of new and existing prospects and relationships to support the growth and execution of our Latin American business. The role will focus on maintaining and expanding relationships primarily with banks, independent brokers, dealers, family offices and small institutions across LATAM that are interested in expanding their exposure to both alternative and structured investments. This individual will also work extensively with our partner in the region, Unicorn Strategic Partners.

Responsibilities

• Assist the lead coverage team and Unicorn with pitching new business, including the preparation of Requests for Proposals (RPFs) and presentation of platform demonstrations; Over time develop and manage key relationships.
• Work collaboratively with internal cross-functional teams and Unicorn to ensure new clients and advisors are properly trained to use the platform and are provided adequate hands-on support during their first trades.
• Respond to inbound inquiries, vet opportunities, and respond appropriately.
• Develop presentations and analysis for internal and external meetings and projects.
• Build strong internal relationships within iCapital and work closely with other teams (Research and Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal, Regulatory and Compliance, Technology, Operations, etc.) to achieve the best client outcomes and successful long-term client relationships.
• Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness.
• Assist in the preparation of senior management and board reporting.

Qualifications

• 2-5+ years of experience in a business development/relationship management capacity; International experience is preferred
• Fluent Spanish speaker is required
• Knowledge of the alternative investments industry and key stakeholders (Admins, Transfer Agents, and Custodians)
• Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
• Excellent verbal and written communication skills. Strategic mindset and able to work independently
• Excellent project management skills, well organized and highly collaborative strategic thinker
• Excellent Microsoft Excel, Microsoft PowerPoint, and Salesforce skills
• Demonstrated client service skills with stakeholders and clients

Benefits

The base salary range for this role is $90,000 to $105,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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/

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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.