3,296 jobs for "Client Success Manager"

iCapital is looking to hire an Assistant Vice President to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.

Responsibilities

Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
Provide ongoing client and advisor support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
Manage complex alternative investment operational workflows, partnering across teams to address and resolve escalations.
Influence process, platform, and client experience improvements.
Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
Assist with special projects for Senior Management in support of iCapital’s businesses.

Qualifications

Bachelor’s degree with at least 6-10+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments or wealth management
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
Experience working for or with wealth management firms is preferred
Experience with SAAS offerings and wealth tech platforms is preferred
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

Benefits

The base salary range for this role is $90,000 to $110,000. 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/

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.

About iCapital

iCapital Network is a dynamic firm that is changing the alternative investments landscape through proprietary technology.

Size: 1,001-5,000 employees
Industry: Financial Services

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