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iCapital is looking to hire an Associate or Assistant Vice President to join the new Alternatives in Retirement Portfolios business team to reinvent retirement investing by adding alternative and private market asset classes to defined contribution plans.

Requirements

• 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

Responsibilities

• 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.
• 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.
• Organize and examine large pools of data to provide actionable insights in support of the business
• 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.

Other

• Develop a comprehensive understanding of the Alternatives in Retirement Portfolios opportunity and how iCapital can serve those markets.
• 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.
• 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.
• Collaborate with Fund Operations, Portfolio Management, and Due Diligence teams to support cross-functional initiatives and ensure seamless execution.
• 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
• 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
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.