Client Relationship Manager, Structured Investments - Issuer Coverage - Vice President
$170k - $200kiCapital Network
About the RoleiCapital 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.ResponsibilitiesSupport 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.QualificationsBachelor’s degree is required5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industryExperience working with or covering structured products is a plusStrong analytical and problem-solving skills and a high level of attention to detailStrong written and verbal communication skillsAble to successfully operate in a fast-paced environmentStrategic mindset and able to work independentlyDemonstrated client service skills with stakeholders and clientsExcellent organizational skillsDesire to work in a cross-functional and collaborative environmentProficient in Microsoft Suite (Excel, PowerPoint, Word)Series 7 and 63 certifications are required or obtained within 90 days of hireBenefitsThe 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 Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: 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.
$100k - $140k
...Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development... ...Broker Dealer (IBD) coverage team. This is a client-... ...work closely with senior Relationship Managers, gaining broad...StructuresFull timeWork at officeRemote work$69k - $160k
Vice President, Client Coverage - Global Client Management, Investment ManagersAt BNY, our culture allows us to run our company better... ...and prospective client relationships with the goals of ensuring client... ...judgment - Strategic, structured thinking - able to assess segments...StructuresTemporary workWorldwideFlexible hours$170k - $200k
...Title ABS US Structured Credit and Banking Coverage Corporate Title Vice President Location... ...as well as management of existing... ...trading floor, clients, attorneys,... ...client relationships across corporate... ...framework and guide issuer clients... ...trends in investment risks, and...StructuresFull timeWork at officeWork from home$129.84k - $194.76k
...Category: Product Management and... ...for over 3,500 clients globally. This... ...natively digital Issuer Services business... ...Coordinate the structured rollout of AI... ...thinking to AI investment decisions.2 or... ...working relationships across technical... ...dental & vision coverage; 401(k); life,...StructuresFull timeWork at officeLocal areaRemote work- ...skills and interest in client services? We are... ...communication skills and investment acumen who has the ability... ...and expand existing relationships by delivering superior... ...The Client Relationship Manager will support a diverse... ...offices. The Client Coverage Group (CCG) within Asset...SuggestedWork experience placement
- ...Corporate Treasury, Deposits Coverage & Strategy (“DCS”) is... ...members of senior management, DCS is responsible... ...business and client activity supported by... ...evaluation, transaction structuring, client/contract reviews... ...and maintain relationships with the firm’s deposit...StructuresContract work
$185k - $240k
...Logistics, and Auto | Vice President, Coverage | New York... ...and institutional clients. When you come to... ...develop corporate and investment banking business for... ...and develop / manage client relationships in the Shipping and... ...assisting with deal structuring, taking a leadership...StructuresFull timeWork at officeWork from home- Job Summary As a Vice President on our Electronic Client Solutions (ECS) team in New York,... ...data‑driven performance management and cross‑functional leadership... ...member of the electronic coverage team, collaborating to... ...systems, exchange market structure, and market impact...Structures
- ...sponsorship for this position. Our Vice President, Institutional Client Group, Fintech Coverage will be a key member of the team that manages global relationships with a group of North American... ...companies, incl. Paytech, Market Structure Technology, Digital Banking, and...Structures
$69k - $185k
...of the world’s investible assets. Every day... ...with clients, driving transformative... ...for the role of Vice President, Client Coverage to join our... ...optimizing the client relationships in order to... .... Evaluate and structure deal (pricing,... ...coverage team to manage the sales...StructuresContract workTemporary workWorldwideFlexible hours- J.P. Morgan is seeking a Vice President to join the CLO structuring team in New York. Lead end-to-end CLO transactions... ...lead. You will work with CLO managers, issuers, and investors, and guide junior... ...ensure accurate documentation and client coverage. #J-18808-Ljbffr J.P. MorganStructures
$190k - $240k
...s Corporate & Investment Banking division... ...is seeking a Vice President to join its Insurance Coverage team in New... ...insurance sector clients - life,... ...-linked asset managers - across Global... ...analyses, and relationship reviews; develop... ...updates, capital structure and peer benchmarking...StructuresFor contractorsWork at officeLocal area$140k - $230k
...with large and important clients and originate new... ...You and Your Job As a Vice President, Energy Transition Coverage you will be successful in... ...Responsibilities Develop a structured and active calling, prospecting... ...a premier corporate and investment bank to the food,...StructuresFull timeWork at officeRemote workWorldwideWork visaFlexible hours$150k - $200k
...seeking a highly motivated Product Manager to lead buildouts of the structured investments platform in a collaborative,... ...management firms, financial advisors, issuers, wholesalers, and internal... ...experience engaging directly with clients and stakeholders to gather insights...StructuresFull timeWork at officeRemote workFlexible hours- As a seasoned Investment Banking professional in our Financial... ...developing strong relationships with corporates and financial institution clients and working across... ...models Identifying and managing all risks in a given deal... ...health care coverage, on-site health and wellness...Work experience placement
- ...how strategic asset management and insurance clients engage with... ...Banking & Markets Relationship Executive, you will... ...driving relationship coverage and delivering a broad... ...portfolio, including structuring, underwriting analysis... ...we are a leader in investment banking, consumer...StructuresWork at office
$250k - $270k
...Markets - New York - Vice President, Banker - Industry/Country Coverage (Job ID: 9682795... ...and strengthen client relationships by participating... ...teams and structuring and executing a... ...interacting with client management or potential... ...teams of investment banking associates...StructuresTemporary workWork at office$100k - $150k
...Vice President/Director - US Futures & Asset Manager Coverage Location: NY, Chicago, or London... ..., and several investment advisory firms.... ...focus on expanding relationships with asset... ...combine strong client connectivity with... ...margining, and clearing structures ~ Experience...StructuresWorldwideFlexible hours- Senior Vice President, Client Executive - BNY Investments New York, NY, United States... ...leading investment manager, with $2.2... ...following ways: Relationship Management/Business... ...Commercial Execution: Structure and negotiate... ...Category Client Coverage Posting Date 08/...StructuresWorldwideFlexible hours
- ...platform. As a Vice President on the CLO structuring team, you will... ...judgment, client-facing communication... ...with CLO managers, issuers, and investorsMaintain... ...skills and relationship management... ...are a leader in investment banking,... ...comprehensive health care coverage, on-site...Structures
- ...member for the role of Senior Vice President, Client Executive to join our... ...Corporate and/or Municipal client relationships and prospect for new... ...needs. Evaluate and structure deals (pricing, contract terms... ...initiatives, portfolio reviews, and coverage priorities; contribute to...StructuresContract workWork experience placementFlexible hours
$125k - $290k
...Description Asset & Wealth Management A career with Goldman... ...opportunity to help clients across the globe... ...participate in exciting investment opportunities while... ...building meaningful relationships with your clients. Working... ...within a global team structure Drive new business...StructuresFull timeTemporary workPart timeWork experience placement$175k - $250k
...International, Investment BankingCompany... ...(“ABS&F”) structures and executes Asset... ...&F offers our clients the ability to... ...balance sheet management, transaction... ...in the market.Vice President Role:Our group... ...transaction parties (issuer, lawyers and... ...& vision coverage; 401(k); life,...StructuresFull timeRemote work- ...controls. You’ll bring structure to complex agendas,... ...community. As a Vice President, Business Manager in Finance &... ...support with primary coverage of Payments F&BM. You... ...Strong relationship-building skills across... ...and the Commercial & Investment Bank (CIB) environment...StructuresVisa sponsorshipFlexible hoursShift work
$176.72k - $265.08k
...sector and commercial clients optimize operations and... ...lines - Liquidity Management Services, Payments, Trade... ...Investor Services and Issuer Services - we provide... ...governance committee structures aligned to the EU AI Act... ...medical, dental & vision coverage; 401(k); life,...StructuresFull timeWork at officeLocal areaRemote work$135k - $160k
...to transform our client’s businesses and... ...an Assistant Vice President to join its Asset... ...origination and client coverage efforts across a... ...support client relationship management.Support... ...credit analysis of issuers and counterparties... ...transaction structures and financing opportunities...StructuresFull timeLocal area$176.72k - $265.08k
...sector and commercial clients optimize... ...lines - Liquidity Management Services, Payments... ...Investor Services and Issuer Services - we... ...Services. Provide structured feedback on AI solution... ...alignment and investment.Training and... ...dental & vision coverage; 401(k); life, accident...StructuresFull timeLocal area- ...Description As a seasoned Investment Banking professional... ...developing strong relationships with corporates and financial institution clients and working across... ...models Identifying and managing all risks in a given... ...comprehensive health care coverage, on-site health and...Work experience placement
- ...shape how strategic asset management and insurance clients engage with JPMorganChase... ...Banking & Markets Relationship Executive, you will manage... ...clients, driving relationship coverage and delivering a broad suite... ...portfolio, including structuring, underwriting analysis, and...StructuresWork at office
- ...in New York City seeks a Vice President for Coverage in Transport, Logistics, and... ...Automotive. You will lead client strategy, originate multi-... ...6+ years in corporate/investment banking with strong credit, structuring, and client management skills. Hybrid work in NYC...Structures
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