Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking to hire a Solutions Engineer to join the Annuities Platform team. This role serves as the primary technical advisor and solution consultant for our annuities platform and products throughout the sales cycle, partnering closely with prospects, clients, and internal teams to design solutions that address complex business challenges. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 2+ years of experience within insurance, annuity or wealth management, or financial services
- 2+ years of experience partnering with sales, product, engineering, and professional services teams in a cross-functional environment
- 2+ years of experience in technical sales, requirements documentation, client-facing software demonstrations, presentations, and solution consulting
- Strong written, verbal, and presentation communication skills with the ability to influence both technical and business audiences
- Able to translate complex technical concepts into clear business value for stakeholders
- Experience with APIs, web services, data integrations, single sign-on (SSO), and enterprise system architecture
More about this role
iCapital is looking to hire a Solutions Engineer to join the Annuities Platform team. This role serves as the primary technical advisor and solution consultant for our annuities platform and products throughout the sales cycle, partnering closely with prospects, clients, and internal teams to design solutions that address complex business challenges. This role combines technical expertise, business consulting, and relationship management to help clients understand, evaluate, and successfully adopt iCapital solutions. This individual will lead discovery conversations, demonstrate product capabilities, propose solutions, support proposal development, and ensure a seamless transition from sales to implementation. The ideal candidate possesses a strong blend of technical acumen, industry knowledge, communication skills, and consultative selling experience.
- Partner with Sales teams, prospects, and clients to understand business objectives, technical requirements, workflows, and implementation goals, serving as a trusted advisor throughout the sales cycle.
- Lead discovery sessions and requirements gathering activities to define business processes, integrations, data requirements,...
Browse similar: Startup jobs