---
title: 'Client Relationship Manager, Structured Investments, Issuer Coverage - Vice President at iCapital'
canonical: 'https://feeny.ai/job/client-relationship-manager-structured-investments-issuer-coverage-vice-gqr9ys91g6bm'
type: 'job'
last_seen: '2026-09-13'
---

# Client Relationship Manager, Structured Investments, Issuer Coverage - Vice President at iCapital

- **Company:** iCapital
- **Location:** New York New York, United States
- **Posted:** 2026-07-30
- **Last confirmed live:** 2026-09-13
- **Apply:** https://job-boards.greenhouse.io/icapitalnetwork/jobs/8611008002

## Job description

## About the Role

iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients.  The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.

## Responsibilities

- Support the management of relationships with iCapital's issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests.
- Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.
- Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.
- Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.
- Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.
- Collaborate with teams across the firm — including Product, Engineering, Legal, Marketing, and Compliance — to deliver a robust, well-supported platform solution and drive process improvement.
- Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.

## Qualifications

- Bachelor’s degree is required
- 5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry
- Experience working with or covering structured products is a plus
- Strong analytical and problem-solving skills and a high level of attention to detail
- Strong written and verbal communication skills
- Able to successfully operate in a fast-paced environment
- Strategic mindset and able to work independently
- Demonstrated client service skills with stakeholders and clients
- Excellent organizational skills
- Desire to work in a cross-functional and collaborative environment
- Proficient in Microsoft Suite (Excel, PowerPoint, Word)
- Series 7 and 63 certifications are required or obtained within 90 days of hire

## Benefits

The base salary range for this role is $170,000 to $200,000.  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](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us&data=05%7C02%7CSteve.Goldberg%40icapital.com%7C7cd50dc9d0da49eda64d08deebfed836%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639207676936710932%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Ii5VMmN1L3OteW7YlF5nUfm6eM6n0OEox4vmRefB2N0%3D&reserved=0)  Twitter: @icapitalnetwork | LinkedIn: [https://www.linkedin.com/company/icapital-network-inc](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficapital-network-inc&data=05%7C02%7CSteve.Goldberg%40icapital.com%7C7cd50dc9d0da49eda64d08deebfed836%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639207676936728947%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=j1rIr6KkxoMHTLEY8aBhvYXLDyAsOuHIE%2BYCnR5OVYg%3D&reserved=0) | Awards Disclaimer: [https://www.icapitalnetwork.com/about-us/recognition/](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us%2Frecognition%2F&data=05%7C02%7CSteve.Goldberg%40icapital.com%7C7cd50dc9d0da49eda64d08deebfed836%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639207676936738708%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=M7jpHJTccC%2BRuy4pbc9N0HsVVqoBYxDiPAIHD4WGodg%3D&reserved=0)

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

## Company Overview
- **One-liner**: iCapital is the leading global financial technology platform that transforms how financial advisors, asset managers, and wealth managers access and manage alternative investments.
- **Entity Type**: Private (late-stage)
- **Headquarters**: New York City, New York, USA
- **Founded**: 2013
- **Founders**: Lawrence Calcano (Chairman & CEO) and others

## Core Business
- Primary industry/industries: Fintech, Wealth Management, Alternative Investments
- Target customers: B2B – financial advisors, wealth managers, asset managers, and private banks
- Mission or purpose statement: "Transform the World’s Investment Industry for Better Outcomes" by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.

## Products & Services
- **iCapital Marketplace**: A digital platform connecting wealth advisors and their high-net-worth clients to a curated selection of alternative investment funds (private equity, private credit, real estate, hedge funds).
- **Enterprise Solutions**: White-label technology and operational infrastructure for large financial institutions to offer alternatives to their clients under their own brand.
- **Data Intelligence**: AI-driven data management, reporting, and analytics tools (including capabilities from acquired firms Mirador and AltExchange) that provide portfolio transparency and performance insights.
- **Annuities Platform**: A technology solution for distributing and managing fixed and structured annuities.
- **Alternatives Distribution**: Services that help fund managers and issuers reach new sources of capital through the iCapital network.

## Market Standing
- **Valuation**: Over $7.5 billion (as of the company’s most recent capital raise, according to icapital.com/about-us/)
- **Key Metric**: $61.1 billion in active global assets on platform (as of May 31, 2026); over 1,200 fund manager/issuer relationships; 135,000+ financial professional users
- **Notable Investors/Partners**: BlackRock (strategic investment), Ping An, Goldman Sachs, AMG, Hamilton Lane, WestCap, Citi Wealth (acquired its alternative investments feeder platform)
- **Growth Signals**: Completed over $820 million in total capital raised; acquired multiple companies including Mirador (data management), AltExchange (AI-driven tech), and Parallel Markets (digital identity/compliance); recognized by Euromoney as "World’s Best Technology Provider for Wealth Management," named to CNBC’s World Top 250 Fintech Companies, and Forbes Fintech 50

## Competitive Advantages
- **Network Effects**: The largest open-architecture platform for alternatives, connecting thousands of advisors, hundreds of fund managers, and large financial institutions.
- **Scale & Trust**: With over $61B in assets and partnerships with the world’s largest banks and asset managers, iCapital has a deeply entrenched position.
- **End-to-End Technology**: A fully integrated suite covering deal sourcing, onboarding, compliance, reporting, and analytics — reducing operational friction for all parties.
- **Global Reach**: 16 offices worldwide (New York, Zurich, London, Hong Kong, Singapore, Tokyo, Toronto, Lisbon, Sydney, Abu Dhabi, and more), providing a truly international footprint.

## Strategic Focus
- **Global Expansion**: Deepening presence in Europe, Asia-Pacific, and the Middle East.
- **Platform Expansion**: Moving beyond traditional alternatives into structured investments and annuities.
- **AI & Data Leadership**: Leveraging acquisitions like AltExchange to embed AI-driven analytics and automation across the platform.
- **Institutional Partnerships**: White-labeling the platform for large banks and wealth managers to scale alternatives distribution.

## Why Work Here
- **Culture**: iCapital emphasizes open communication, transparency, integrity, collaboration, and excellence. The company has been recognized as a "Best Workplace" by Great Place to Work in Portugal and a "Best Startup Employer" by Forbes.
- **Growth & Development**: The company views learning and development as a critical investment, with career growth initiatives at every level — from recent graduates to senior managers. The company has grown from its 100th employee milestone to hundreds of employees globally, offering significant upward mobility.
- **Global & Collaborative Environment**: With 16 offices worldwide and an industry-leading R&D center in Lisbon, employees work on truly global teams. The company hosts monthly social events and volunteer opportunities.
- **Benefits**: Generous unlimited paid-time off (PTO), employer-matched retirement plan, 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, and subsidized health care. Benefits vary by country.
- **Office Policy**: Hybrid/office-based presence across global hubs. Offices are described as having fully-stocked kitchens and a collaborative atmosphere.

## Sources
1. [icapital.com](https://icapital.com/)
2. [icapital.com/about-us/](https://icapital.com/about-us/)
3. [icapital.com/careers/](https://icapital.com/careers/)
4. [job-boards.greenhouse.io/icapitalnetwork](https://job-boards.greenhouse.io/icapitalnetwork)
5. [linkedin.com/company/icapital-network-inc](https://www.linkedin.com/company/icapital-network-inc)

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