About the role
The team manages and deepens relationships with existing clients in the wealth management sector. The role involves driving adoption of the company's technology platform and collaborating with internal departments to deliver solutions and identify new opportunities within these client accounts.
Our summary of the posting; the original is on the iCapital careers page.
What the posting requires
- Required
- Relationship management
- Technical
- Organizational skills
- Verbal communication
- Meet deadlines
- Client service
- Strategic mindset
- Attention to detail
- Written communication
- Preferred
- SaaS
- Wealth tech platforms
- Alternatives
- Wealth management firms
- Structured investments
- Series 7
These tags are our reading of the posting. They can miss something; the original posting is the reference.