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Advisor Engagement Specialist - Assistant Vice President
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Full-time
- iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron's Solutions Provider award (See link below).
- iCapital is looking for an Advisor Engagement Specialist to join the iCapital Marketplace team.
- This individual will play a crucial role in expanding the iCapital Marketplace's presence in the Registered Investment Advisor (RIA) and Single-Family Office (SFO) channel.
- Identify and cultivate relationships proactively with advisors to expand the iCapital Marketplace's advisor base within the RIA and SFO channel.
- Work collaboratively with internal teams, including GP Relationship Managers, Investor Relations, and Sales Support, to ensure a positive client experience.
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