Business Development Representative, iCapital
Data Solutions, Associate
$85-100k
+ Equity for all full-time employees, and an annual performance bonus
4 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$85-100k
+ Equity for all full-time employees, and an annual performance bonus
4 days a week in office
1001+ employees
Company mission
To transform the world's investment industry for better outcomes.
Role
Who you are
- 3-5 years of experience in sales, business development, or the fintech industry, with a proven track record of driving lead generation and achieving sales targets
- Strong knowledge of Salesforce or similar CRM systems, with the ability to manage and track leads, opportunities, and sales activities effectively
- Familiar with the sales process, including lead qualification, prospecting, and moving leads through the early stages of the funnel
- A passion for technology, innovation, and understanding customer pain points to provide tailored solutions
- Strong interpersonal and communication skills to build rapport and trust with potential clients
- Able to think outside the box and craft personalized outreach strategies to engage different types of prospects
- Proven ability to manage time effectively, prioritize tasks, and stay organized in a fast-paced environment
- Able to quickly adjust strategies based on feedback and evolving market conditions
- Capable of truly understanding the needs and pain points of prospects to effectively position the right solution
- A self-starter who is resilient, goal-oriented, and consistently driven to succeed
What the job involves
- We are seeking a highly motivated and results-driven Business Development Representative (BDR) to play a key role in driving the success of our Sales team
- This individual will be responsible for the critical early stages of the sales cycle, focusing on prospecting, lead qualification, and building strong relationships with potential clients
- The BDR will actively research and engage with prospects, ensuring a healthy sales pipeline for the team while helping identify and target the best opportunities for growth
- Reach out to new prospects proactively through multiple channels (phone, email, social media) to initiate meaningful conversations and build relationships
- Communicate effectively the value of our products and services, tailoring the message to meet the specific needs of each prospect
- Coordinate and book meetings for regional sales representatives, ensuring smooth transitions and handoffs
- Identify high-potential companies and decision-makers that align with our ideal customer profile
- Engage prospects to deeply understand their pain points, challenges, and goals, positioning our solutions as the best fit
- Ensure a robust and continuous flow of qualified Leads into the sales pipeline and move them seamlessly through the early stages of the sales process
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
42% employee growth in 12 months
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.
Salary benchmarks
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