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iCapital Network

Connects wealth managers to alternative investments

Assistant Vice President Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Five or more years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment.
  • A track record of consistently meeting or exceeding an annual quota of $1 million or more.
  • Experience or a strong desire to work within a structured sales process, such as BANT or MEDDIC methodologies.
  • A strategic and execution-oriented mindset, with a track record of translating ideas into scalable business solutions.
  • Ability to use data, metrics, and the CRM as essential tools for success.
  • Experience selling to fund managers, legal counsel, or fund administrators.

Responsibilities

  • Run a full-cycle sales process to turn qualified opportunities into new Passthrough customers.
  • Consistently meet or exceed the annual revenue quota of $1.75 million.
  • Develop expertise in the private funds landscape and client challenges, and effectively articulate the value proposition to stakeholders such as general partners, fund administrators, chief operating officers, and investor relations teams.
  • Maintain a disciplined and value-oriented sales process to achieve a high close rate on qualified opportunities.
  • Keep meticulous records of all activities in the customer relationship management system to support predictable and accurate forecasting.
  • Collaborate with Marketing Development and Customer Success to provide a seamless customer experience.
  • Manage relationships with alternative asset managers.

Desired Qualifications

  • Experience in a SaaS or FinTech environment.

About the Company

iCapital Network

Connects wealth managers to alternative investments

iCapital Network, branded as iCapital, develops technology and services for wealth managers, asset managers, institutional investors and family offices. Its marketplace connects advisors with alternative investments, structured products and annuities, while enterprise platforms manage subscriptions, investor onboarding, documents and investment reporting. The company also structures and services access funds and supplies data management and compliance workflows for financial firms. It earns management, servicing and investor-placement fees through its investment arrangements, with compensation varying by product and agreement. Founded in 2013, iCapital is headquartered in New York City, New York.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$1.5B
Headquarters
New York City, New York
Founded
2013

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