Global Proposals Manager – Vice President - iCapital

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 $179 billion in global client assets invested in 1,445 funds, as of January 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); 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 

About the Role

iCapital is seeking a Vice President, Global Proposal Manager to run the end-to-end proposal process for opportunities in the US, Canada, EMEA, APAC, and other global locations directly supporting iCapital’s growth. This role will lead the management and centralization of the company’s RFP and proposal process and will oversee the submission of all proposals globally, ensuring timely and accurate submissions, coordination internally, and high standards of written content. This individual will develop and build a global response team that will work cross-functionally with Business Development, Legal, Compliance, Finance, InfoSec, Product, and other subject matter experts. 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 globally.

Responsibilities

• Build and manage a global team that will oversee the company’s responses to RFPs and proposals from start to submission, including the development of project plans and strategies and the drafting of content ensuring all content meets quality standards and deadlines are met.
• Drive a scalable and repeatable RFP process including knowledge database management, message writing, data collection, content synthesis, timeline management, approvals process, and reporting.
• Collaborate closely with business development, legal, finance, product, and other subject matter experts, to gather information, develop solution strategies, and craft compelling responses tailored to the needs of clients.
• Oversee the review and updating of standard materials and best practices.
• Utilize Responsive/RFPIO platform to manage and organize proposal content effectively.
• Conduct RFP win/loss analysis, gather client feedback, and identify and report on areas to improve client targeting efforts and win rates.

Qualifications

• Bachelor’s Degree in related discipline, 10+ years of directly related experience managing and writing winning competitive proposals in a defined proposal role
• Experience developing and building a high performing proposal team
• Fluency with RFP software, preferably Responsive/RFPio
• 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 and able to articulate complex ideas and solutions in a clear and compelling manner
• Excellent project management skills and able to coordinate cross-functional teams
• Strong attention to detail and able to thrive in a fast-paced environment

Benefits

The base salary range for this role is $140,000 to $180,000.  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. 

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.