Internal Sales Associate - Mid-Atlantic

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 $123 billion in global client assets invested in 1,006 funds, as of March 2022.

iCapital was named Solutions Provider of the Year at the 2020 MMI/Barron’s Industry Awards and selected to the 2018, 2019, 2020 and 2021 Forbes FinTech 50, a list of the top 50 innovative financial technology companies that are transforming finance through technology (See link below).

About the Role

iCapital Network is seeking an Internal Sales Associate to join our Client Solutions team. The Internal Sales Associate will play an integral part in selling iCapital solutions by developing new contacts at advisory firms while also working with existing clients to drive better adoption. You will provide a high level of service to ensure that clients, especially new clients, have an excellent experience using iCapital’s platform and working with our team. This is an exciting opportunity to become an expert on the Investor Relations process and iCapital technology platform, and provide demos, pitch, and sell funds. This role will report to a Regional Director – Senior Vice President.

Responsibilities

• Partner with the Regional Director – Senior Vice President to help the region increase sales revenue by coordinating meetings with potential clients and prospects.
• Provide materials, educational information, metrics, and fund performance information to clients upon request.
• Manage the registration onboarding process for RIA’s on the main platform, including setting each firm up on the back end, notifying salespeople when clients register, and adding clients to Salesforce.
• Ensure clients within your territory are aware of closing dates and follow up to confirm that all possible investments are closed.
• Work with the Fund Management & Research, Fund Finance, and Investor Relations teams to respond promptly to client questions and provide additional fund information.

Qualifications

• 2+ years of internal sales experience within the Financial Services industry
• Knowledge of Alternative Investments is a plus but not required
• Series 7 and 63 license are preferred
• Strong interpersonal skills: ability to generate new leads through both phone and email communication
• Client focused with outstanding judgment, critical thinking and communication skills, and persuasive consultative selling skills
• Able to develop internal and external relationships, partner with various internal departments, and foster teamwork
• Organized and detailed-oriented when managing requests from prospects and clients
• Willingness to learn new topics and work in a fast paced, rapidly growing company

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; unlimited paid time off (PTO) and parental leave. 

We offer most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.  Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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.