Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
$100,000–$140,000 year
HybridGreenwich, Connecticut, United States
Job Summary
Support senior Relationship Managers across all Independent Broker Dealer client and prospect relationships, serving as an active participant in day-to-day account management and business development activity. Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions. Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests. Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel, while maintaining CRM data, pipeline tracking, and team reporting. Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality. Employees work in the office Monday-Thursday with remote flexibility on Fridays.
Required Qualifications
- 2–5 years of experience in a client-facing, business development, or relationship management role
- Foundational knowledge of structured investments
- Strong interest in deepening expertise in the asset class
- Excellent verbal and written communication skills
- Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously
- Collaborative team player
- Thrives in a fast-paced environment
- Eager to take on increasing responsibility over time
- Willingness to obtain Series 7 and 63 licenses if not already held
Desired Qualifications
- Direct experience working for or with wealth management firms, specifically BDs
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