Helm VP Client Solutions (Structuring & Enterprise RFPs)

iAltA Holdings

$175K — $250K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in private markets investment and RFP management
  • Strong technical expertise in evaluating investment infrastructure
  • Proven capability in negotiating complex agreements with financial institutions
  • Familiarity with model building for diversified pricing strategies and deal structures
  • Robust networking within the private markets sector, specifically targeting mid-market enterprises

Responsibilities

  • Advise product and engineering on RFP-driven feature design and custom builds
  • Develop tiered pricing models and unique fee structures for clients and partners
  • Negotiate service agreements and licensing terms while coordinating with legal teams
  • Analyze deal economics including unit economics and margin impacts for leadership approval
  • Craft clear narratives from technical data to highlight platform advantages

Benefits

  • Equity participation across iAltA and its portfolio companies
  • Flexible time-off policies supporting work-life balance
  • Comprehensive health, dental, and vision benefits for employees and dependents
  • Opportunity to contribute to shaping a next-generation private markets infrastructure
Full Job Description
Helm VP, Client Solutions (Structuring & Enterprise RFPs)

Full-time | Hybrid Onsite - NYC, 270 Madison Ave. | Helm - Private Markets Operating Platform
What We're Looking For
  • A client focused investment expert with extensive experience within private markets who can materially impact win rates on deals with sophisticated buyers (e.g. asset managers, GPs, MFOs, wealth managers, private banks, market infrastructure providers)
  • You know how to drive the complex, high-stakes deals that require bespoke solution design and formal institutional procurement processes
  • NYC based candidates preferred; however, we would consider exceptional candidates who are not currently located in NYC
In This Role, You Will
  • Advise the Product & Engineering teams on the feature roadmap and solution design requirements that consistently surface in RFPs; scope custom builds & integrations or package capabilities required to close strategic deals; partner with the sales team to figure out how our capabilities can be molded to suit client X or partner Y
  • Build pricing models for non-standard arrangements: tiered licensing, AUM-based fees, rev share with partners, white-label structures, volume commitments
  • Negotiate master service agreements, data licensing terms, and SLAs with enterprise legal and procurement teams
  • Own the deal economics - modeling unit economics, margin impact, and payback period on bespoke structures before presenting to leadership for approval
  • Translate dense technical or regulatory questions into compelling narrative that differentiates the platform
To Be Successful, You Will Have
  • Expertise on how global financial institutions evaluate and procure private markets infrastructure- coaching GTM teams on enterprise buying dynamics
  • The technical domain expertise to manage RFPs
  • Deep knowledge of Helm's customers (mid market enterprise) and a strong network within the private markets ecosystem
You Will Embody iAltA's Core Values
  • Intentional, but Opportunistic - We Say Yes!
  • Adaptability
  • Loyalty
  • Team First, Ego Last
  • Always Learning
Compensation & Benefits
  • $175,000-$250,000 base salary based on experience and location, plus significant bonus potential
  • Equity participation across iAltA and relevant portfolio companies
  • Flexible time off policies
  • Comprehensive health, dental, and vision coverage for employees and dependents
  • Opportunity to shape the infrastructure of the next-generation private markets ecosystem
Additional Information

This job description is not exhaustive; other duties may be assigned as needed. A background check may be conducted following a conditional offer of employment.

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