Asset Managers, Account Executive - Analyst
$70k - $80kiCapital
Asset Managers, Account Executive - Analyst About the Role iCapital is looking to hire an Analyst 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 customers. Consistently meet or exceed an annual revenue quota of$1.15M. 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, 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 1-3 yearsof full-cycle B2B closing experience, preferably in a SaaS or FinTech environment Track recordof consistently meeting or exceeding an annual quota of$500k+ 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 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 $70,000 to $80,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based bonus. employer matched retirement plan generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling parental leave 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 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. Miami, FL New York, NY Princeton, NJ Salt Lake City, UT Stamford, CT This only applies to U.S. based roles. Are you legally eligible to work in the country where this role is located? Do you currently require any type of visa sponsorship for employment? Do you require any type of visa sponsorship for employment in the future (i.e. student visa transfer to H1B, etc)? Are you subject to any form of Garden Leave or a Non-Compete Agreement? If yes, please provide detail below. This applies to full time roles only. #J-18808-Ljbffr iCapital
$133.1k - $295.67k
...excellent client service Oversee engagement process and other risk management activities; lead teams of tax professionals/assistants working... ...and acquisitions and/or federal tax planning at a law firm or accounting firm Bachelor's degree from an accredited college/...SuggestedFull timeLocal area$110k - $120k
...Description Job Description TRI-HILL MANAGEMENT, LLC. IS GROWING Property Accounting Manager Manage Commercial &... ...Lead the annual preparation and execution of Common Area Maintenance (CAM),... ...with Property Managers and Asset Managers to develop annual operating...SuggestedTemporary workWork at officeWork from home- Our client, a growing real estate owner/operator, is seeking a Property Accounting Manager to oversee property accounting operations and lead a team of accountants supporting an expanding portfolio. Key Responsibilities Lead financial reporting and month-end close for...SuggestedLocal area
$150k
Henderson Harbor Group is seeking an Accounting Manager for their real estate client in Midtown Manhattan. The role focuses on managing the accounting and finance functions, financial reporting, and GAAP compliance within a premier development and management firm. Ideal...Suggested$110k - $125k
Accounting Manager, Housing & Real Estate Salary: $110,000 - $125,000 Why This Opportunity Stands Out Partner directly with executive leadership and serve as a trusted financial advisor on key real... ...-term investment strategy, and asset management decisions. Work...Suggested- Pilot, a modern connectivity company in New York City, seeks a relationship manager. You will foster connections with commercial real estate partners, manage logistics for events, and ensure excellent partner experiences. The ideal candidate has 3-5 years of relevant experience...
$180k - $210k
...We are looking for an experienced Director of Finance to lead and oversee the accounting operations for a fast-paced real estate organization. This role involves managing financial reporting, ensuring compliance, and supporting multiple aspects of property operations....Full timeWork at office- ...Job Description Join J.P. Morgan Asset Management, where your expertise as a Client Account Manager – Senior Associate will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager – Senior Associate...Flexible hours
$99k - $266k
...leveraging team member's unique strengths, and managing performance to deliver on client... ...ensuring their successful planning, budgeting, execution, and completion.Partner with team... ...and coach teams, manage client service accounts, and drive assigned client engagement workstreams...- ...needs and potential opportunities Coordinate, schedule, and manage logistics for partner meetings, property visits, and events... ...5 years of professional experience in relationship management, account management, or a related field, with a preference for commercial...Full time
$95.4k - $180.4k
...Tax Manager For Real Estate Group We are the leading provider of professional services to the middle market globally, our purpose... ...Basic Qualifications: BA/BS Degree – preferably in Accounting or related field of study CPA, JD, LLM, or EA Minimum of...Work experience placementInternshipLocal area$125k - $191k
...Weaver is a full-service national accounting, advisory and consulting firm with opportunities... ...Weaver is looking for a Tax Manager with Real Estate experience to join our... ...Technical expertise in tax planning and execution for Real Estate clients Additionally,...Immediate startFlexible hours- ...autonomy to reach your goals. EisnerAmper is seeking a Senior Manager to expand our Real Estate Tax practice. Our Real Estate Tax... ...will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility...Work at officeLocal area
$99k - $266k
...Financial Services Tax - Real Estate Manager The Opportunity As a Financial Services... ..., you will lead teams and manage client accounts, focusing on strategic planning and mentoring... ...decision-making Leading teams in the execution of tax compliance projects, fostering a...Local area- ...cost of ownership, and simple, scalable management of AI agents for any CX use case. Backed... ...! About the Role: The Principal Account Manager, Strategic Accounts is a highly... ...organizations, secure buy-in across multiple executives and departments, and execute a program...Full timeContract work
$116.2k - $212.9k
...new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...for the role you must have A bachelor's degree in Accounting, Finance, Business or a related discipline. CPA required,...Summer holidayFlexible hours$265k - $305k
...The mission of PIMCO’s U.S. Global Wealth Management (GWM) group is to deliver industry-... ...relationships. We are seeking an experienced Account Manager with established relationships... ...role is measured not only by sales and asset growth but also by the strength and...Full timeLocal areaFlexible hoursShift work$140k - $180k
...Job Description Job Description Title: Tax Manager, Real Estate Department: Real Estate Tax Supervises: Supervisors... ...COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence...Full timeWork at officeLocal area- ...leadership, and team development , with the opportunity to help shape and grow the practice. Qualities: * 10+ years of public accounting experience focused on Trust & Estate taxation. * Active CPA or EA required (MST, JD, or LLM in Taxation is a plus). * Deep...Work at office3 days per week
- ...respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts. Summary: You will work with outstanding... ...as an instructor or discussion leader * Bachelor's degree in Accounting * CPA license, JD or Master's of Science in Taxation * 7+ years...Full time
$170k - $185k
A leading Real Estate Management firm in New York City is seeking a Director of Accounting. The ideal candidate will have over 10 years of experience in commercial real estate and proven leadership skills. Responsibilities include overseeing accounting operations, ensuring...$95.4k - $192k
...skilled professionals to join us at the Manager level. RSM’s Real Estate FaaS blends the... ...opportunities that come with working for a public accounting firm, while at the same time operating... ...middle market clients, with real estate assets under management ranging from $50...Full timeWork experience placementInternshipLocal area- Job Description Job Description Regional CPA firm seeking a Tax Manager with a focus in Real Estate: residential, commercial, industrial, land, special purpose, etc. T
$75k - $85k
...foundation today. Learn more about Axel Springer. We are hiring an Account Manager, Automation Accounts to join our Account Management team at... ...driving outcomes. Process-oriented and fast-moving: You execute efficiently at scale, maintaining quality while improving...Contract workWork at officeVisa sponsorshipRelocation package$75k - $85k
...foundation today. Learn more about Axel Springer. We are hiring an Account Manager, Emerging Accounts to join our Account Management team at... ...within a portfolio of 30+ high-value clients, creating and executing tailored account growth strategies. Consistently identify...Long term contractWork at officeVisa sponsorshipRelocation package$105k - $136k
...envelope of what is possible. We are looking for an Accounts Receivable Analyst Target total compensation ranges from $105,000 - $136,... ...eligibility. About the Role: The role supports the management of Rokt’s trade receivables across regions, products, and...Full timeLive inWork at office$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and... ...reach full potential. Qualifications A bachelor’s degree in Accounting, Finance, Business or a related discipline. A CPA certification...Seasonal workFlexible hours$132.7k - $303.2k
...developing internal team members, and managing the functional efforts of such tax processes... ...ensure tax returns, tax research, tax accounting and tax projects are timely and... ...with people from all backgrounds, from executives and entrepreneurs to investors and families...Work experience placementSummer holidayFlexible hours- Aldrich is seeking a Trusts and Estates Tax Manager to join its growing tax team. This full-time position can be based in local offices or fully remote in several states. The role includes reviewing complex tax returns, providing technical assistance, and consulting on...Remote jobFull timeLocal area
$125k - $191k
...Experience Weaver is a full-service national accounting, advisory and consulting firm with... ...ambitions. Position Profile A Real Estate Tax Manager provides federal tax compliance and... ...Technical expertise in tax planning and execution for Real Estate clients Preferred...Flexible hours
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