Full-Time

Account Executive

Asset Managers, Analyst

iCapital Network

iCapital Network

1,001-5,000 employees

Fintech platform linking advisors to alternatives

Compensation Overview

$70k - $80k/yr

+ Equity + Commission-based bonus + Employer-matched retirement plan

Greenwich, CT, USA + 1 more

More locations: New York, NY, USA

Hybrid

Four days on-site per week, with remote work available on Fridays.

Category
Sales & Account Management (1)
Required Skills
Sales
Forecasting
CRM
Data Analysis

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Requirements
  • The candidate must have 1–3 years of full-cycle business-to-business closing experience, preferably in a software-as-a-service or financial technology environment.
  • The candidate must have a track record of consistently meeting or exceeding an annual quota of $500,000 or more.
  • The candidate must have experience or a strong desire to work within a structured sales process, using methodologies such as BANT or MEDDIC.
  • The candidate must be strategic and execution-oriented, with a track record of translating ideas into scalable business solutions.
  • The candidate must be data-driven and process-oriented and view metrics and customer relationship management systems as essential tools for success.
  • The candidate must be able to sell 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 an annual revenue quota of $1.15 million.
  • Become an expert on the private funds landscape and clients’ challenges, and articulate the company’s value proposition to general partners, fund administrators, chief operating officers, and investor relations stakeholders.
  • 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 ensure 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
  • Full-cycle business-to-business closing experience in a software-as-a-service or financial technology environment.

iCapital Network connects financial advisors with high-net-worth investors to access a curated selection of alternative investments, including private equity, hedge funds, and real estate. Its platform streamlines how offerings are discovered, evaluated, and invested, providing access, education, and client support in one interface. The company earns fees from the services it provides, such as platform, management, and performance-based fees based on assets on the platform. Its goal is to simplify and scale access to alternatives for wealth managers and their clients, helping with diversification and potential higher returns through a centralized, advisor-focused experience.

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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Simplify Jobs

Simplify's Take

What believers are saying

  • July 11, 2025 $820 million funding from T. Rowe Price and SurgoCap funds expansion.
  • March-April 2026 Aladdin Wealth and Envestnet partnerships broaden advisor distribution immediately.
  • June-July 2026 APAC expansion and TD Canada launch increase international product reach.

What critics are saying

  • Parallel Markets, AltExchange, Passthrough, and Hexure strain integration through 2027.
  • Citi Wealth migration risks service failures and advisor churn during 2026-2027 cutover.
  • A major onboarding or compliance outage would stop subscriptions and break advisor trust.

What makes iCapital Network unique

  • June 22, 2026 UMB integration extends iCapital’s blockchain-enabled alternatives network.
  • May 13, 2025 Citi Wealth deal makes iCapital operator of a global alternatives platform.
  • March 17, 2026 Hexure acquisition creates iCapital’s end-to-end annuity and insurance platform.

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Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave

Company News

CompWorth
Jul 11th, 2025
iCapital Raises $820 Million in Landmark Funding to Accelerate Growth

On July 11, 2025, iCapital unveiled an impressive $820 million funding round led by T. Rowe Price and SurgoCap Partners, propelling the fintech to a valuation exceeding $7.5 billion.

FinSMEs
Jul 10th, 2025
iCapital Closes Over $820M Capital Raise, Valued at Over $7.5 Billion

iCapital, a NYC-based fintech company offering investment products, raised over $820M with the completion of its latest financing round, at over $7.5 Billion valuation.

iCapital
Jul 10th, 2025
iCapital® Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion

iCapital is transforming global investing with innovative fintech solutions, powering scalable access to alternatives and structured investments.

TradingView
Jul 10th, 2025
iCapital raises $820M in funding

iCapital, a private-markets tech provider, has raised over $820 million, according to a report by the Wall Street Journal.

PR Newswire
May 22nd, 2025
Cambridge And Icapital® Expand Relationship To Provide Enhanced Access To Alternative Investment Vehicles, Research, And Education

Expanded relationship will support the growing demand for alternatives among their financial professionals and their high-net-worth clientsFAIRFIELD, Iowa, May 22, 2025 /PRNewswire/ -- Cambridge, a leading independent financial solutions firm serving 3,800 financial professionals across the country, announced it has expanded its relationship with iCapital1, a global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries. The expanded relationship will provide Cambridge financial professionals with enhanced access to alternative investment vehicles, research, and education.Cambridge's financial professionals can now access the full scope of iCapital's platform including asset class level strategies and products, education, and research insights in alternative investments, driving significant value for financial professionals and their high-net-worth clients."Alternatives have become a critical piece of the portfolio construction process for many high-net-worth investors looking for differentiated investment solutions," said Jeff Vivacqua, President, Growth and Development and member of Cambridge's Office of the CEO. "Through our expanded relationship with iCapital, Cambridge financial professionals will now have access to industry-leading solutions that can support them in meeting the growing demand for these alternative investment vehicles from their clients."In 2023, Cambridge launched its Private Client Solutions (PCS) offering to address demand for HNW and ultra-high-net-worth (UHNW) client solutions from its financial professionals. A major component of those offerings was access to alternative investment vehicles, research, and education. PCS provides Cambridge financial professionals with the resources, solutions, and personal support they need to deliver a customized service experience to HNW and UHNW clients. This expanded relationship with iCapital will further enhance these capabilities.About CambridgeCambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control