Sales Operations Manager - Assistant Vice President

iCapital Network

iCapital Network

Sales & Business Development, Operations
Greenwich, CT, USA
Posted on Thursday, March 9, 2023

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 $152 billion in global client assets invested in 1,210 funds, as of December 2022.

iCapital has been named to the Forbes Fintech 50 for five consecutive years (2018 – 2022); a back-to-back selection by Forbes to its list of Best Startup Employers; and a two-time winner of MMI/Barron’s Solutions Provider award (See link below).

About the Role

iCapital is looking to hire a Sales Manager to join the Alternatives Distribution team. This role is responsible for leading our Sales Support team and managing the advisor experience throughout the lifecycle of their investments. This includes onboarding new advisors and facilitating new investments as well as addressing questions regarding reporting and sub docs. The ideal candidate will work closely with the Alternatives Distribution team and Investor Relations, Fund Finance, Reporting and Operations.


  • Execute, implement, and improve processes and procedures to provide outstanding client support.
  • Manage the Sales Support Analysts team including implementing best practices for outstanding client service, resolving escalated service issues, and providing training and performance feedback.
  • Work with Investor Relations and other internal teams for awareness of important updates, communications, and changes so that the Sales Support Team is prepared to respond to questions and concerns.
  • Codify and unify best practices for service-related issues to create consistency of experience for advisors and their end clients.


  • 8 years of experience in a client service, sales support, or investor services role, prior management experience
  • Background in Sales and Alternative Investments
  • Licensing; Series 7, 66 or 6 and 24 and CAIA preferred
  • Strong proficiency in Salesforce, Microsoft Excel. Tableau or business intelligence tool experience a plus
  • Demonstrated aptitude for project management, leadership and relationship building
  • Able to work with numerous different functionalities within the organization and move at a fast pace with attention to detail
  • Strong client focus, interpersonal skills with outstanding judgment, critical thinking, verbal, and written skills


The base salary range for this role is $110,000 to $120,000. 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. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer:

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.