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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
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 three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s Global Proposals Management team is seeking an Assistant Vice President (AVP)/Vice President (VP), Proposals Writer to contribute to the development of our growing team and global footprint. This this role will take charge of crafting compelling responses to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), other client inquiries and will help centralize a content library and proposal process across all regions. This role will develop a team and build strong cross-functional relationships with Business Development, Legal, Compliance, Finance, InfoSec, Product, and other subject matter experts. This role requires excellent writing skills, ability to coordinate with teams globally, strong attention to detail, and ability to thrive in a fast-paced environment. The ideal candidate has extensive proposal experience in the financial services industry with an excellent understanding of and ability to apply proposal management best practices.
Responsibilities
- Create compelling responses for assigned proposals tailoring content to address client pain points and showcase the company's unique value proposition.
- Work closely with cross-functional teams, including business development, subject matter experts, and other stakeholders, to gather necessary information for proposals.
- Assist with driving a scalable and repeatable RFP process across all regions including knowledge database management, message writing, data collection, content synthesis, timeline management, approvals process, and reporting.
- Build and manage oversight of the company’s responses to RFPs and proposals from start to submission and edit proposal responses for consistency and compliance.
- Conduct RFP win/loss analysis, gather client feedback, and identify and report on areas to improve client targeting efforts and win rates.
- Build and contribute to a comprehensive content library to streamline future proposal efforts.
- Coordinate presentation materials from stakeholders and assist client calls.
- Collaborate closely with team members in the US office to align proposal strategies, ensure consistency and drive successful outcomes across regions.
Qualifications
- Bachelor's degree and 6-10 years of relevant professional experience required.
- Proven ability to work independently, demonstrating strong initiative and problem-solving skills.
- Proven track record of successfully managing complex RFP responses from inception to submission, resulting in wins and revenue growth.
- Excellent Project Management skills with the ability to manage multiple time-sensitive projects simultaneously.
- Strong written and verbal communication skills, with the ability to articulate complex ideas and solutions in a clear and compelling manner.
- Management and talent development experience preferred.
- Fluency with RFP software, preferably Responsive/RFPio.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely tow days.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
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.
What the Team is Saying
What We Do
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
Why Work With Us
iCapital is a technology-driven cutting edge firm with an entrepreneurial spirit. You'll have the opportunity to make important contributions as part of a dynamic team where you can maximize your potential, develop new skills, and help change an industry within an innovative and fast-paced setting.
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iCapital Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
