iCapital · 2 weeks ago
Retirement Plan Research and Sales Support - Associate / Assistant Vice President
Manhattan, NY
Full-time
Hybrid
Mid Level
$105K/yr - $160K/yr
2+ years expiCapital is looking to hire an Associate or Assistant Vice President to join the new Alternatives in Retirement Portfolios business team, which aims to reinvent retirement investing. The role will involve supporting distribution and client-facing efforts with data-driven insights and materials, and collaborating with cross-functional teams to drive strategy and enhance sales processes.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Develop a comprehensive understanding of the Alternatives in Retirement Portfolios opportunity and how iCapital can serve those markets
Analyze industry, market, and sales data to identify trends, opportunities and areas of focus
Develop and maintain dashboards and reports to track KPIs, pipeline health, and sales performance
Support sales forecasting and territory planning
Collaborate with cross-functional Marketing, Field Sales, and Finance teams to develop regional, channel and advisor specific segmentation and coverage models, to streamline sales processes and improve alignment
Design and implement robust reporting and analytics tools using Tableau, Salesforce, and Excel to support client needs and Sales & Marketing initiatives; automate recurring processes to enhance efficiency and reduce manual work, and maintain comprehensive documentation for dashboards, tools, and data sources
Collaborate with our Marketing and Learning teams to develop and expand a catalog of materials for use in client and prospect meetings, covering market trends and analysis as well as product-specific materials
Organize and examine large pools of data to provide actionable insights in support of the business
Collaborate with Fund Operations, Portfolio Management, and Due Diligence teams to support cross-functional initiatives and ensure seamless execution
Produce management decks in support of iCapital’s distribution relationship
Coordinate and drive competitor analysis to provide strategic recommendations regarding product positioning
Collaborate with iCapital’s distribution teams to identify and pursue opportunities to establish thought leadership in the broader retirement industry, as well as the more specific alternatives and private markets in retirement portfolios channel, through conferences, trade associations and publications and innovative content delivery
Qualification
Required
Bachelor's degree in business, finance, economics, data science, or a related field
2-6+ years of relevant work experience in business analysis or sales support for a DC asset manager or Rker (Record Keeper) or a similar role
Proficiency in CRM platforms (e.g., Salesforce), Excel, and data visualization tools (e.g., Tableau)
Familiar with DC landscape and data sources (BrightScope, DoL, ICI, etc.)
Strong analytical and problem-solving skills with keen attention to detail and the ability to multitask under tight deadlines
Knowledge of revenue operations and GTM strategy
Preferred
Experience with a defined contribution record keeper is preferred
Previous membership or participation in industry trade groups such as DCIIA, NAPA, SPARK or DCALTA
Series 7 license is preferred
Progress toward other industry-relevant designations, such as CAIA are also preferred
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase