iCapital
Investor Relations - Senior Vice President
About the Role iCapital is seeking a Senior Vice President to join the Investor Relations team to lead support and post-sales client experience for the Private Wealth Services channel, a dynamic and fast-growing business segment. This role will be responsible for delivering client service across iCapital’s Marketplace customers and will report directly to the Head of Investor Relations. This individual will have a deep understanding of alternative investments, exceptional relationship management, communication and influencing skills. The team’s goal is to ensure our clients’ overall success throughout the lifecycle of their investments with iCapital, and to deliver differentiated, best-in-class client experience. Responsibilities Oversee and lead a small to mid-size team of investor relations professionals, based in NY and CT with the ability to operate as a key “second in command” for the Global Head of Investor Relations. Build trust and credibility with clients, critical stakeholders, and various senior leaders across the firm. Serve as a dedicated point of contact for strategic client accounts and work closely with our Alternative Distribution Sales, Relationship Management and Support teams to ensure the delivery of high-quality results to our clients. Manage the client’s journey from initial onboarding, delivering best in class service and ensuring a smooth process for all key moments in the lifecycle. Assist high-profile fund managers in their fundraising efforts, guiding clients through the dynamic subscription and onboarding processes. Collaborate with internal teams to mitigate risks, improve processes, and influence strategic technology roadmaps to better serve our clients in this segment. Lead and participate in highly visible, cross-functional projects related to new offerings, client specific requests and regulatory changes. Qualifications 15+ years of deep knowledge and experience in financial services, preferably in client service or investor relations roles within alternative investments Demonstrated ability to navigate a diverse range of products including hedge funds, private equity, private credit and real estate offerings Proven experience leading high-performing teams, managing P&L/budget, and driving strategic initiatives Expertise in aligning business objectives with organizational goals, including improving CSAT and client retention, and reducing cost-to-service Capable of thought leadership on topics such as client success and operational efficacy and experience driving and participating in relevant industry forums Strong history of building and maintaining relationships with high-net-worth clients, financial advisors, and fund managers Excellent interpersonal, written, and verbal communication skills Bachelor’s Degree required, advanced education is a plus The base salary range for this role is $175,000 to $195,000. 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. 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. Apply for this job
* indicates a required field First Name * Last Name * Preferred First Name * Email * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School Select... Full Legal Name * Are you legally eligible to work in the U.S.? * Select... Do you currently require any type of visa sponsorship for employment? * Select... Will you in the future require any type of visa sponsorship for employment (i.e. student visa transfer to H1B, etc)? * Select... Are you subject to any form of Garden Leave or a Non-Compete? If yes please provide detail below. * iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role. New York, NY Princeton, NJ Salt Lake City, UT Stamford, CT What is your desired base salary? * What is your desired total compensation? * How did you hear about this job? * Select... If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A". * LinkedIn Profile Personal Website Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in iCapital’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
#J-18808-Ljbffr
About the Role iCapital is seeking a Senior Vice President to join the Investor Relations team to lead support and post-sales client experience for the Private Wealth Services channel, a dynamic and fast-growing business segment. This role will be responsible for delivering client service across iCapital’s Marketplace customers and will report directly to the Head of Investor Relations. This individual will have a deep understanding of alternative investments, exceptional relationship management, communication and influencing skills. The team’s goal is to ensure our clients’ overall success throughout the lifecycle of their investments with iCapital, and to deliver differentiated, best-in-class client experience. Responsibilities Oversee and lead a small to mid-size team of investor relations professionals, based in NY and CT with the ability to operate as a key “second in command” for the Global Head of Investor Relations. Build trust and credibility with clients, critical stakeholders, and various senior leaders across the firm. Serve as a dedicated point of contact for strategic client accounts and work closely with our Alternative Distribution Sales, Relationship Management and Support teams to ensure the delivery of high-quality results to our clients. Manage the client’s journey from initial onboarding, delivering best in class service and ensuring a smooth process for all key moments in the lifecycle. Assist high-profile fund managers in their fundraising efforts, guiding clients through the dynamic subscription and onboarding processes. Collaborate with internal teams to mitigate risks, improve processes, and influence strategic technology roadmaps to better serve our clients in this segment. Lead and participate in highly visible, cross-functional projects related to new offerings, client specific requests and regulatory changes. Qualifications 15+ years of deep knowledge and experience in financial services, preferably in client service or investor relations roles within alternative investments Demonstrated ability to navigate a diverse range of products including hedge funds, private equity, private credit and real estate offerings Proven experience leading high-performing teams, managing P&L/budget, and driving strategic initiatives Expertise in aligning business objectives with organizational goals, including improving CSAT and client retention, and reducing cost-to-service Capable of thought leadership on topics such as client success and operational efficacy and experience driving and participating in relevant industry forums Strong history of building and maintaining relationships with high-net-worth clients, financial advisors, and fund managers Excellent interpersonal, written, and verbal communication skills Bachelor’s Degree required, advanced education is a plus The base salary range for this role is $175,000 to $195,000. 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. 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. Apply for this job
* indicates a required field First Name * Last Name * Preferred First Name * Email * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School Select... Full Legal Name * Are you legally eligible to work in the U.S.? * Select... Do you currently require any type of visa sponsorship for employment? * Select... Will you in the future require any type of visa sponsorship for employment (i.e. student visa transfer to H1B, etc)? * Select... Are you subject to any form of Garden Leave or a Non-Compete? If yes please provide detail below. * iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role. New York, NY Princeton, NJ Salt Lake City, UT Stamford, CT What is your desired base salary? * What is your desired total compensation? * How did you hear about this job? * Select... If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A". * LinkedIn Profile Personal Website Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in iCapital’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
#J-18808-Ljbffr