Insight Support - Associate

About the Role

iCapital is seeking an Associate to join the Platform Technology Support team, focusing on the Insight, Learning Center, and Architect platform features. This individual has a technical skillset who desires to deliver exceptional client experience in a fast-paced, collaborative, and entrepreneurial environment. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction, and operational processes as a team.

Responsibilities

Partner closely with Product Managers, Relationship Managers, Operations, and Annuities clients to configure the Insight, Learning Center, and Architect features with the specific customizations on the platform and facilitate internal user entitlements to the three features.

Configure courses for access by our users, along with completing the operational configurations to enable the tools for our clients.

Respond to escalations for inbound technical service queries and inquiries using the firm’s case management tool.

Add education content in the Learning Center to build training courses and make resources available.

File CE Credit applications and reports with external professional designations boards.

Assist with the creation of processes and documentation of technical issues to support new product solutions, enhancements, and operational changes.

Bachelor’s degree in a related field

2+ years of outbound sales experience — you know how to pick up the phone, build rapport fast, and move prospects through a funnel

Background in investment or financial services; familiarity with alternatives is a strong plus

Strong command of Salesforce, PowerPoint, Excel, and Word; Tableau or BI tools a bonus

Exceptional communication skills, sharp critical thinking, and the ability to juggle multiple priorities without dropping the ball

FINRA SIE, Series 7 and Series 63 licenses.

Chartered Alternative Investment Analyst (CAIA) certification preferred or attainment within 2 years of hiring date

Benefits

The base salary range for this role is $75,000 to $80,000. 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 X: @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.