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iCapital

Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President

iCapital · New York, New York, United States

Posted about 3 months ago · $100,000 to $140,000

or apply directly on iCapital's site. We never take the application ourselves.

Is this posting real?

This role has been open
78 days
iCapital's roles stay open a median of 81 days
Reposted
No
Salary listed
Yes
76% of iCapital's roles list one
Ghost-job risk at iCapital
high
211 stale, 5 reposted of 213 open
Hiring momentum
272 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-23

Measured from postings appearing on and disappearing from iCapital's own greenhouse board since 2026-08-03. Full hiring picture for iCapital.

About this role

The Client Relationship Manager role at iCapital involves supporting client management and business development efforts within the Structured Investments team. The position is client-facing and technical, focusing on delivering technology solutions to the Independent Broker Dealer channel, while collaborating with senior Relationship Managers and internal teams to enhance client relationships and support strategic initiatives.

Our read on this posting3.6out of 5
benefits
4/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of iCapital as an employer.

What you need

  • 2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology
  • Foundational knowledge of structured investments
  • Excellent verbal and written communication skills
  • Highly organized and detail-oriented
  • Collaborative team player who thrives in a fast-paced environment
  • Willingness to obtain Series 7 and 63 licenses if not already held

Nice to have

  • Direct experience working for or with wealth management firms, specifically BDs

What you get

  • Base salary range of $100,000 to $140,000
  • Compensation package includes salary, equity for all full-time employees, and an annual performance bonus
  • Comprehensive benefits package including employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

Worth weighing

  • Role involves a significant amount of client interaction and support, which may require strong interpersonal skills
  • The position may involve managing multiple workstreams simultaneously, indicating a potentially high workload
  • No specific mention of career advancement opportunities or professional development programs
  • The requirement for Series 7 and 63 licenses may necessitate additional time and effort for candidates who do not already hold them

Summarised from iCapital's posting. Read the full original.

Listed by iCapital on their greenhouse job board, last confirmed open on 2026-10-23. PitchMeAI is not the employer.

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