Analyst Account Executive, iCapital

Asset Managers

$70-80k

+ Equity and commission-based bonus

Junior and Mid level

New York

More information about location

4 days a week in office

Fintech platform for alternative investments

Be an early applicant

Fintech platform for alternative investments

1001+ employees

FintechB2BBankingInvestingSaaS

Be an early applicant

$70-80k

+ Equity and commission-based bonus

Junior and Mid level

New York

More information about location

4 days a week in office

1001+ employees

FintechB2BBankingInvestingSaaS

Company mission

To transform the world's investment industry for better outcomes.

Job

Company

Role

Who you are

1-3 years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment
Track record of consistently meeting or exceeding an annual quota of $500k+
Experience or a strong desire to work within a structured sales process (i.e. using methodologies like BANT or MEDDIC)
A strategic and execution-oriented mindset, with a track record of translating ideas into scalable business solutions
Data-driven, process-oriented, and able to view metrics and CRM as essential tools for success
Values clarity, accountability, and a collaborative, results-oriented culture
Balances speed and quality, prioritizing timely feedback and continuous improvement
Experience selling to fund managers, legal counsel, or fund administrators

What the job involves

ICapital is looking to hire an Analyst Account Executive who will work on the front lines of iCapital’s growth
As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into the new customers that fuel our expansion
This role is central to how the firm grows and is an opportunity for an ambitious seller to build their career on a team designed for a new era of scale
This role will report to the Head of Sales and will be responsible for managing relationships with alternative asset managers with total firm
Run a full-cycle sales process to turn qualified opportunities into new Passthrough customers
Consistently meet or exceed an annual revenue quota of $1.15M
Become an expert on the private funds landscape and the challenges our clients face, and effectively articulate our value proposition to key stakeholders such as GPs, Fund Admins, COOs, Investor Relations
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 CRM to ensure predictable and accurate forecasting
Collaborate with Marketing Development and Customer Success to provide a seamless customer experience

Our take

Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.

Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2025, the company services nearly $500 billion in global client assets, clear evidence of industry confidence in the company.

iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record, impressive funding and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

42% employee growth in 12 months

Glassdoor (4.2)

Company

Funding (last 2 of 9 rounds)

Jul 2025

$820m

SERIES E

Dec 2021

$50m

LATE VC

Total funding: $1.5bn

Company HQ

Murray Hill, New York, NY

Leadership

Lawrence Calcano

(CEO & Chairman)

Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.

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