Sales Engineering, Assistant Vice President

iCapital 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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking a dynamic, results-driven Sales Strategy professional to join the Data Solutions team. This role will be pivotal in supporting the growth and expansion of iCapital’s enterprise presence across various channels. The ideal candidate will act as a generalist, collaborating across teams to develop and execute firmwide initiatives, with a focus on driving new business, providing technical expertise, and supporting executive leadership.

This individual will play a key role in analyzing market trends, developing strategic initiatives, and supporting sales efforts within iCapital’s Data Solutions offerings. As a generalist, the role requires versatility in creating pricing models, custom proposal development, and competitive positioning—ensuring that proposals are aligned with client needs and business objectives.

Responsibilities

• Prepare materials in support of a variety of executive-level initiatives within the Data Solutions organization.
• Support executive sales leadership with strategic and enterprise level proposals, including project scoping, pricing strategy, pricing models, workflow design, and prospect presentation.
• Create visualizations and presentations for executive board meetings like quarterly business review, pricing committee, and town halls, etc.
• Maintain a comprehensive understanding of market trends, and competition in both reporting and alternative data management service lines. Assist with the creation and development of materials to illustrate plans and goals for executive leadership.
• Create pitch decks and custom proposal materials, mainly for enterprise level prospects.
• Be a subject matter expert in all things iCapital Data Solutions; a representative for the internal business unit, acting as a bridge between other iCapital business units and products.
• Conduct demos of alternative data management technology and reporting systems to core, strategic, and enterprise prospects; inclusive of internal demos to expand existing relationships.
• Support sales leadership through the entire sales process including project scoping, pricing strategy, pricing models, workflow design, and prospect presentation.
• Act as a generalist, assisting all Sales, Operations, Marketing, Finance business units in creating presentations and visualizations for executive board meetings, quarterly business reviews, pricing committees, and town halls).

Qualifications

• Bachelor's degree in a related field
• 5 years of client service or relevant financial industry experience
• Excellent client relation skills and the ability to foster and maintain exceptional client service
• Well-organized and self-motivated with the ability to prioritize tasks and meet urgent deadlines in a fast-paced environment
• Knowledge of Wealth Management’s products, policies, and practices
• Knowledge of alternative investment lifecycles is preferred
• High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Devotion to collaboration and ability to thrive in a team environment while working independently
• Must be proactive in assessing and acting upon client and company needs
• Able to evaluate, manage, and resolve unexpected and complex situations
• High degree of flexibility and professionalism in a demanding, expanding and fast-paced environment
• Excellent communication skills, both verbal and written
• Comfortable with learning and leveraging new technologies to drive efficiency and scalability

Benefits

The base salary range for this role is $95,000 to $110,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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

iCapital 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.