Sales Support - Associate / Assistant Vice President

| Greater NYC Area
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Due to the rapid growth at iCapital, we are creating a new role within the Independent Wealth Solutions department to focus on sales operations. You will be responsible for managing, reporting, and analyzing numerous functionalities within the Sales and National Accounts team. This will include salesforce operations, third party vendor relationship management, managing platform approvals and sales reporting processes. You will act as main liaison between Independent Wealth Solutions, Investor Relations, Fund Finance, Due Diligence, and Operations through the sales support process.

Responsibilities

  • Provide recommendations to the team and Head of Distribution on areas for improvement to bring efficiency to the sales and client relationship roles
  • Maintain accurate salesforce records and monitor client onboarding registrations for main platform and white labels
  • Work closely with the Investor Relations, Fund Finance & Legal teams to monitor subscription activity, conduct initial review of documents, and communicate issues with the Sales team
  • Work with diligence team to provide salespeople with relevant talking points, performance info, and fund updates
  • Oversee pipeline management for fund launches and closings to ensure that sales, IR, and diligence teams are on the same page and information is communicated effectively
  • Manage forward opportunity pipeline with input from sales directors
  • Produce reports for sales team and management to analyze sales activity and results
  • Take the lead on customer service inquiries from RIA clients
  • Work with Marketing & Due Diligence teams to coordinate production of new materials and delivery in an efficient manner
  • Work directly with the Head of Distribution to help manage relationships with our General Partners

Candidate Profile

  • 3+ years of experience in a client service, sales support, or investor services role
  • Strong proficiency in Microsoft Excel
  • Demonstrated aptitude for project management
  • Strong attention to detail
  • Ability to work with numerous different functionalities within an organization and move at a fast pace
  • Strong client focus with outstanding judgment, critical thinking, verbal and written skills
  • Strong interpersonal skills and an ability to develop relationships internal and external, partner with various internal departments, and foster teamwork
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • RubyLanguages
    • ReactLibraries
    • RailsLibraries
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • TerraformFrameworks
    • AnsibleFrameworks
    • DockerFrameworks
    • ElasticSearchDatabases
    • AWSDatabases
    • SketchDesign
    • ConfluenceManagement
    • HubSpotCRM
    • SalesforceCRM

Location

We are located by the historic NY Public Library Flagship & Bryant Park. Within the vicinity, there are variety of subway lines and bus stops.

An Insider's view of iCapital Network

How would you describe the company’s work-life balance?

At iCapital it is not difficult to maintain a healthy work life balance. There is no expectation from nor pressure ever applied by management to work long hours or when at home. Everyone is also encouraged to take full advantage of their PTO which is from four to five weeks each year. Having PTO requests approved is rarely an issue.

David

Vice President, Senior Full Stack Engineer

How do you collaborate with other teams in the company?

Good communication is at the heart of great teamwork. It helps us understand each other, build trust, and increase working efficiency.

Chao

Associate, Junior Full Stack Engineer

How has your career grown since starting at the company?

Leading a team or project, championing best practices in code quality and testing, and spiking on a new technology are a few examples. We regularly hold team lunches and developers are encouraged to present topics or get feedback on solutions. We're encouraged to work across teams and take ownership of initiatives that impact the engineering team.

Zach

Senior Vice President, Senior Engineer

How do you empower your team to be more creative?

The engineering team is organized around specific business and technology functions. Each team is fully responsible for their area from technical design, through development and ongoing production support. Teams operate autonomously with broad ability to inform technical direction and strategy, propose R&D projects and engage in career development.

Chris

Managing Director, Chief Technology Officer

What projects are you most excited about?

iCapital's growth in the last few years has given me new opportunities to work on new projects such as our own KMS encryption service and projects that have improved the performance of our main application. Beyond this, I'm looking forward to expanding our service architecture by incorporating more Node.js.

Juan

Vice President, Full Stack Engineer

What are iCapital Network Perks + Benefits

iCapital Network Benefits Overview

The iCapital Network team has come together to support the health and success of our employees, clients and communities.

We continue to stay connected and operate as a cohesive team despite our physical distance in a remote working environment. Each day at iCapital now starts with an “Opening Bell” email with updates from across the company, and we have implemented additional employee engagement activities including weekly virtual lunches, happy hours, and buddy check-ins to maintain our sense of connection and camaraderie.

We have also successfully welcomed more than 20 new employees in a transformed virtual hiring and onboarding process, providing incoming team members with the best possible experience from the time they first submit an application to iCapital.

iCapital’s Philanthropy Committee has been leading our company’s efforts to support organizations such as Northwell Health and City Harvest, which have been serving on the frontlines within our local communities.

Throughout this time, we remain focused on helping our clients meet their goals – their success is our success. It has never been more important to provide fully automated, digital solutions for our clients to help them conquer remote business operations.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
Employees get free lunch on Friday.
Happy Hours
Happy hours are hosted Once per month.
Fitness Subsidies
Professional Development Benefits
Lunch and learns
Promote from within
Mentorship program
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