Sales Enablement and Data Specialist – Associate / Assistant Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $232 billion in global client assets invested in 1,907 funds, as of April 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is hiring a Sales Enablement and Data Specialist to cover iCapital’s distribution partnership with a large wealth management client.  This individual will report to the Head of Business Solutions at iCapital and is responsible for working across sales and marketing functions to help determine geographic, channel and advisor specific training and engagement priorities through data analysis. In addition, this individual will develop robust reporting and analytical tools for use with our clients and the broader Sales and Marketing team by leveraging Tableau, Salesforce and Excel applications. 

Responsibilities

• Develop a comprehensive understanding of our wealth management clients and how iCapital can serve each unique client.
• Organize and examine large pools of data to provide actionable insights in support of the business.
• Work with Regional Sales and Marketing teams to develop regional, channel and advisor specific segmentation and coverage models.
• Produce and maintain dashboards in Tableau, Salesforce and Excel.
• Produce management decks in support of iCapital’s distribution relationship.

Qualifications

• 2-10 years of relevant work experience
• Strong excel skills, with experience using large data sets
• In-depth knowledge and prior experience using Salesforce
• Proven ability to pay close attention to detail and multi-task under tight deadlines
• Able to maintain a high level of productivity and manage multiple competing priorities

Benefits

The base salary range for this role is $90,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.