iCapital Network is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $70 billion in global client assets invested in close to 750 funds across more than 125,000 underlying accounts.

iCapital was named Solutions Provider of the Year at the 2020 MMI/Barron’s Industry Awards and selected to the 2018, 2019 and 2020 Forbes FinTech 50, a list of the top 50 innovative financial technology companies that are transforming finance through technology.

About the Role

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 the Independent Wealth Solutions, Investor Relations, Fund Finance, Fund Management & Research, and Operations teams 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 & Fund Management & Research 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

Qualifications

• 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

Benefits

iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, annual performance bonus, and an employer matched retirement plan; generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; and generous paid time off (PTO) featuring unlimited sick time and parental leave. 

While we are currently working remotely due to COVID-19, this position will be based in our Greenwich, CT, or Princeton, NJ office.

As we plan to re-enter our offices in 2021, iCapital will offer most employees the flexibility to work remotely one to two days a week.  Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

iCapital Network 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.