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e. The Investor Relations team is designed to provide iCapital clients with best-in-class service to ensure a seamless experience throughout the lifecycle of their investments.
This role will include management of the team and partnership with its leadership and the Client Solutions team to manage client education, onboarding, and service to our vast and diverse client base, including General Partners, Wirehouses, RIAs, Broker Dealers, Financial Advisors, and their support teams as well as iCapital employees and end investors. In addition, a deep partnership with our Technology team is necessary to drive controls, automation, and continue building scale.
The Head of Investor Relations will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment and liaise with our Client Coverage team to optimize the user experience and ensure our clients' overall success. The ideal leader of this team has an innovative mindset and will work to develop new and better ways to drive the business forward.
Responsibilities
Oversee all aspects of onboarding new clients and investors.
Manage subscription activities and fund raising across many funds per week including working with third party admins to clear clients and managing close processes.
Oversee the management of all fund related transactional processes related to a client subscription. This includes but is not limited to LOAs, transfers, and redemptions.
Shepherd incoming investors via their advisors throughout the lifecycle of the investment process.
Oversee and manage all investment related communications across our client base.
Qualifications
Bachelor's Degree in a related field
15+ years of experience in financial services, preferably in a client services or investor relations role. Experience with alternative investments is a plus
Excellent leadership and managerial skills, emotional intelligence, diplomatic, charismatic, persuasive, and credible to a wide variety of audiences, both internal and external
Passion for the application of innovative technology
Strong written, verbal, and interpersonal communication skills
Willingness to learn new topics and work in an evolving, entrepreneurial business environment
Able to work well in a cross-functional, matrix management environment with a highly collaborative, team-oriented approach to problem-solving
Effectively prioritize tasks, meet deadlines, and work under pressure with a high level of attention to detail
Experience managing a global team of people
Benefits
The base salary range for this role is $240,000 to $280,000. 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. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
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/