Asset Managers, Account Executive - Assistant Vice President

iCapital; Greenwich (CT); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Equity

Health benefits

Retirement plan

Dental & Vision

Mental health resources

Parental leave

Unlimited PTO

Job summary

iCapital is seeking an Assistant Vice President Account Executive to drive growth on the front lines of our sales organization. You will own end-to-end sales to convert opportunities into Passthrough customers and report to the Head of Sales.

This role emphasizes closing revenue, mastering the private funds landscape, and delivering value to GPs, fund admins, COOs, and investor relations teams. Hybrid work with in-office Mon-Thu and remote Fri.

Qualifications

• 5+ years of full-cycle B2B closing experience in SaaS/FinTech
• Quota of $1M+ annually
• Experience with structured sales processes (BANT or MEDDIC)
• Strategic execution mindset delivering scalable business solutions
• Data-driven, CRM-focused; view metrics as essential tools for success
• Values clarity, accountability, collaboration and results orientation
• Balances speed and quality with timely feedback and continuous improvement
• Experience selling to fund managers, legal counsel, or fund administrators

Responsibilities

• Run full-cycle sales to turn qualified opportunities into new Passthrough customers
• Meet or exceed your annual revenue quota of $1.75M
• Become an expert on the private funds landscape and articulate value to GPs, Fund Admins, COOs, and Investor Relations
• Maintain a disciplined, value-oriented sales process to achieve a high close rate
• Keep meticulous records of all activities in CRM for predictable forecasting
• Collaborate with Marketing Development and Customer Success for a seamless customer experience

Skills

Full-cycle sales

Quota attainment

SaaS/FinTech experience

Structured sales process

Data-driven CRM

Stakeholder management

Fund managers / fund admins / COOs

CRM software

Tools

CRM software

Job description

About the Role

iCapital is looking to hire an Assistant Vice President 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.

Responsibilities

• Run a full-cycle sales process to turn qualified opportunities into new Passthrough, now a part of iCapital, customers.
• Consistently meet or exceed your annual revenue quota of$1.75M.
• Become an expert on the private funds landscape and the challenges our clientsface, andeffectively articulate our value proposition to key stakeholders such as GPs, Fund Admins, COOs, and 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 andaccurateforecasting.
• Collaborate with Marketing Development and Customer Success to provide a seamless customer experience.

Qualifications

• 5+ years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment
• Track recordof consistently meeting or exceeding an annual quota of$1M+
• Experience ora strong desireto 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 the 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

The base salary range for this role is $100,000 to $120,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based 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.

iCapital is proud to be an Equal Employment Opportunity and Affinneative 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.

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