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iCapital Network // fintech platform for alternative investment solns
 
Sales, Full Time    New York City, United States    Posted: Thursday, July 23, 2020
 
   
 
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JOB DETAILS
 

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, & analyzing numerous functionalities within the Sales & National Accounts team. This will include salesforce operations, third party vendor relationship management, managing platform approvals & sales reporting processes. You will act as main liaison between Independent Wealth Solutions, Investor Relations, Fund Finance, Due Diligence, & Operations through the sales support process.

Responsibilities

  • Provide recommendations to the team & Head of Distribution on areas for improvement to bring efficiency to the sales & client relationship roles
  • Maintain accurate salesforce records & monitor client onboarding registrations for main platform & white labels
  • Work closely with the Investor Relations, Fund Finance & Legal teams to monitor subscription activity, conduct initial review of documents, & communicate issues with the Sales team
  • Work with diligence team to provide salespeople with relevant talking points, performance info, & fund updates
  • Oversee pipeline management for fund launches & closings to ensure that sales, IR, & diligence teams are on the same page & information is communicated effectively
  • Manage forward opportunity pipeline with input from sales directors
  • Produce reports for sales team & management to analyze sales activity & results
  • Take the lead on customer service inquiries from RIA clients
  • Work with Marketing & Due Diligence teams to coordinate production of new materials & delivery in an efficient manner
  • Work directly with the Head of Distribution to help manage relationships with our General Partners

Candidate Profile

  • 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 & move at a fast pace
  • Strong client focus with outstanding judgment, critical thinking, verbal & written skills
  • Strong interpersonal skills & an ability to develop relationships internal & external, partner with various internal departments, & foster teamwork
 
 
 
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