This individual will support the Asset Manager Solutions team in building and managing relationships with leading alternative asset managers. The role focuses on supporting the onboarding, structuring, and distribution of private market funds on the iCapital platform, working closely with senior coverage professionals and cross-functional internal teams.

Responsibilities:

• Work with senior relationship managers in covering and servicing private equity, private credit, and alternative asset managers with global capital raising strategies.
• Assist with the structuring and launch of investment products for distribution through iCapital's platform, including evergreen funds and feeder vehicles.
• Coordinate closely with internal teams including Legal, Compliance, Product, Operations, and Platform to execute fund onboarding and launches for global distributors.
• Prepare presentations and client meeting materials, internal memos, and meeting notes.
• Organize and lead calls with key global clients and internal and external stakeholders.
• Manage execution timelines, deliverables, and internal approval processes.
• Conduct market research and competitive analysis on private markets products and trends.
• Support business acquisition and ongoing client relationship management and respond to fund- and product-related inquiries.

Qualifications:

• 5-7 years of relevant experience in asset management, fund formation, consulting, or financial services
• Bachelor's degree is required; advanced degree or professional qualifications is a plus
• Strong interest in international activities, alternative investments and private markets
• Understanding of fund structures and investment vehicles is preferred
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication skills
• Able to work collaboratively across teams and manage multiple priorities
• Detail-oriented with a strong execution mindset
• Comfortable interacting with senior internal and external stakeholders
• Team-oriented and adaptable in a dynamic environment
• Work experience outside the US is a plus

Benefits: The base salary range for this role is $110,000 to $130,000. 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).

Job Data by YubHub.

Responsibilities:

• Lead as a key contributor to the Asset Manager Solutions team in building and expanding iCapital's global business with a focus on US-based fund managers.
• Manage and support a robust and sustainable pipeline of prospective clients.
• Foster strong relationships with existing clients, bringing a solutions-oriented mindset and client-first approach.
• Take ownership for contributions to strategic projects and work alongside colleagues in developing and refining the iCapital international offering.
• Create materials to educate clients on iCapital's solutions and capabilities.
• Provide constant feedback from the field on competitive landscape, investors' appetite, trends and share with colleagues globally.
• Build strong, collaborative internal relationships within iCapital and work closely with other teams across regions to achieve the best client outcomes and successful long-term client relationships.

Qualifications:

• 8-10+ years of relevant work experience in private markets and private funds in the asset or wealth management industry
• Bachelor's degree is required; advanced degree is preferred
• Experience in fund structuring, fund platforms, and fund selection
• Adequate exposure to Private Equity and/or other Private Markets asset classes, and an understanding of the distribution model is highly preferred
• Experience pitching and winning client business, as well as able client management skills
• Able to organize and structure a multi-faceted workload with excellent problem-solving and analytical skills
• Excellent presentation, verbal, and written communication skills with demonstrated capabilities to build trust, and seek to align stakeholders at all levels
• Highly collaborative, and able to think strategically about business opportunities and client management
• Able to work independently with a desire to work in a fast growing, entrepreneurial environment, self-motivated, with a hands-on attitude
• Work experience outside the US is a plus

Benefits:

• The base salary range for this role is $155,000 to $185,000.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

This role will support iCapital's offering of investment products across both U.S. and Latin American jurisdictions, advising on complex cross-border distribution matters, Latin American investment product offering rules, and international regulatory compliance.

The ideal candidate brings strong expertise in U.S. and non-U.S. broker-dealer distribution issues, U.S. and Latin American securities regulations for private funds, and preferably Spanish language proficiency to effectively serve our growing Latin American client base.

Responsibilities

• Draft and negotiate agreements with Latin American distribution agents ensuring compliance with both U.S. and local market regulations.
• Advise on the legal implications of offering new and existing products and services, including private funds, exchange traded notes and local Latin American structures.
• Coordinate with local counsel across Latin American jurisdictions on regulatory matters, fund formation work, and compliance issues specific to each market.
• Draft and review private fund offering materials, partnership agreements, and other private fund legal documentation.
• Review and negotiate side letters, subscription agreements, and investor documentation for Latin American institutional and high-net-worth clients.
• Support client relationship development and business expansion initiatives in key Latin American markets.

Qualifications

• 5+ years of fund formation experience within the investment management space
• Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA regulations
• Working knowledge of Latin American fund offering rules and regulatory frameworks private funds and other products
• Experience with offshore fund structures, Regulation D offerings, and international private placement requirements
• Member in good standing of Florida Bar, another state or jurisdiction
• Law firm or in-house experience at an asset management firm or broker dealer is a plus
• Strong interpersonal and leadership skills
• Willingness to learn new topics and work in an evolving business environment
• Organized and detail-oriented with big picture capability

Benefits

The base salary range for this role is $180,000 to $220,000.

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
• Unlimited paid time off (PTO)

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Prepare and review SEC filings, including Forms 10-K, 10-Q, 8-K, and other public disclosures for various clients.
• Oversee the preparation and review of consolidated financial statements, footnotes, Management’s Discussion and Analysis, and related supporting schedules.
• Collaborate with external senior leadership and cross-functional stakeholders to coordinate disclosure input and accuracy.
• Administer financial reporting controls and partner with process owners and internal stakeholders to support a strong Sarbanes-Oxley compliance framework.
• Work with external Big 4 audit teams to ensure accurate and timely financial reporting.
• Manage and oversee the client’s consolidation process.
• Continuously evaluate and improve internal controls to ensure high financial integrity and transparency.

Qualifications:

• Bachelor’s degree in accounting, finance, or a related field.
• 5+ years of experience in SEC reporting, financial reporting, or a related field.
• Strong knowledge of US GAAP, SEC regulations, and Sarbanes-Oxley compliance.
• Experience with public disclosures and financial consolidations.
• Proven ability to work with cross-functional teams and senior leadership.
• Strong written and verbal communication skills.
• Detail-oriented with strong organisational and project management skills.
• Ability to work in a fast-paced environment and meet tight deadlines.
• Proficiency in Microsoft Office Suite and advanced Excel skills.
• Experience with Big 4 audit firms or DFIN ActiveDisclosure is a plus.

Benefits: The base salary range for this role is $85,000 to $110,000. 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 subsidised healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling, parental leave, and unlimited paid time off (PTO).

Job Data by YubHub.

Responsibilities:

• Design and implement a private and permissioned distributed ledger using DAML or Canton and other open source blockchain frameworks.
• Build and maintain a RESTful API using Python and FastAPI.
• Provide technical leadership to motivate and guide team members and mentor junior engineers.
• Participate in daily stand-up meetings and peer code reviews as part of the standard SDLC.
• Stay current with the latest developments in blockchain technology and incorporate them into the iCapital ecosystem.

Qualifications:

• 5+ years software engineering experience building enterprise SaaS cloud-based solutions
• 2+ year technical leadership and management experience
• Experience with DAML, Solidity, or other blockchain programing languages
• Experience with Python, Toke and FastAPI
• Demonstrated understanding of relational database concepts and modeling practices
• Experience building APIs for large scale applications using AWS

Benefits: The base salary range for this role is $120,000 to $145,000. 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).

Job Data by YubHub.

Responsibilities:

• Design and implement a private and permissioned distributed ledger using DAML or Canton and other open source blockchain frameworks.
• Build and maintain a RESTful API using Python and FastAPI.
• Provide technical leadership to motivate and guide team members and mentor junior engineers.
• Participate in daily stand-up meetings and peer code reviews as part of the standard SDLC.
• Stay current with the latest developments in blockchain technology and incorporate them into the iCapital ecosystem.

Qualifications:

• 9+ years software engineering experience building enterprise SaaS cloud-based solutions
• 3+ year technical leadership and management experience
• Experience with DAML, Solidity, or other blockchain programing languages
• Experience with Python, Toke and FastAPI
• Demonstrated understanding of relational database concepts and modeling practices
• Experience building APIs for large scale applications using AWS

Benefits: The base salary range for this role is $150,000 to $200,000. 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).

Job Data by YubHub.

We are looking for engineers who can build APIs and applications that are highly performant and intuitive.

You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found via testing.

Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python.

Responsibilities

• Building cloud native services using Scala using open-source frameworks Akka, ZIO etc.
• Unit and integration test development using Scala Test and ZIO Test
• Active participation in stand-up meetings
• Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process

Qualifications

• Degree in Software Engineering
• 5+ years of web-based application development
• Experience in Scala, Node.js or Java a plus
• Demonstrated understanding of relational or NoSQL database concepts and modeling practices
• Passion for actively learning new technologies
• Ability to work independently or as part of a group effort, as required
• Solid problem-solving abilities
• Excellent communication skills
• Collaborative approach to software development

Benefits

The base salary range for this role is $130,000 to $170,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Support the Head of International on strategic, operational, and business management initiatives
• Prepare executive presentations, briefing materials, and management reports for senior leadership
• Assist with strategic business planning, management reporting, and tracking strategic priorities and objectives
• Drive process improvements, governance initiatives, and operational efficiency across the International business
• Conduct market, industry, and competitor research to develop insights and recommendations
• Coordinate cross-functional initiatives and collaborate with teams across Client Solutions, Product, Finance, Corporate Development, Marketing, Legal & Compliance

Candidate Profile:

• Strong academic credentials in Finance, Economics, Business Administration, or a related field; Master's degree preferred
• 1-3 years of relevant experience in consulting, strategy, business management, financial services, or related fields
• Strong interest in financial markets, private markets, and the asset and wealth management industry
• Excellent communication skills, with the ability to translate complex topics into clear messaging
• Outstanding organizational, analytical, and problem-solving skills, with strong attention to detail and the ability to manage multiple priorities
• Highly proficient in Microsoft Office, particularly PowerPoint and Excel; technology-minded with a continuous improvement mindset
• Fluent in English and German, both written and verbal

Benefits:

• Work in the office four days per week, with flexibility to work remotely one day per week (Friday)

Job Data by YubHub.

The ideal candidate will combine solid business analysis skills with hands-on UiPath development experience to identify, design, build, and deploy Robotic Process Automation (RPA) solutions that drive operational efficiency across the organization.

Responsibilities:

• Engage with business stakeholders to identify, document, and prioritize automation opportunities.
• Conduct process discovery workshops and prepare detailed Process Definition Documents (PDDs).
• Perform AS-IS and TO-BE process mapping; calculate ROI and feasibility for automation candidates.
• Translate complex business requirements into clear functional specifications for development.
• Design, develop, test, and deploy automated workflows using UiPath Studio (REFramework preferred).
• Build attended and unattended automation bots using UiPath Orchestrator for scheduling and monitoring.
• Integrate RPA solutions with enterprise systems including ERP, CRM, and legacy applications.
• Conduct unit testing, UAT support, and defect resolution throughout the development lifecycle.
• Maintain and enhance existing automations to address process changes or system upgrades.
• Maintain comprehensive technical documentation including Solution Design Documents (SDDs) and runbooks.
• Adhere to CoE standards, coding conventions, and change management procedures.
• Participate in code reviews and contribute to continuous improvement of development best practices.

Qualifications:

• Bachelor's degree in computer science, information systems, business administration, or related field
• 3+ years of hands-on experience in business process analysis or RPA development
• Proficiency in UiPath Studio, UiPath Orchestrator, and UiPath Assistant
• Experience developing automation using REFramework and exception-handling best practices
• Solid understanding of process analysis methodologies (BPMN, swimlane diagrams, value stream mapping)
• Familiar with at least one enterprise platform (SAP, Salesforce or ServiceNow)
• Working knowledge of SQL, Excel automation, and API and web service integrations.
• Strong analytical, problem-solving, and verbal and written communication skills
• UiPath Certified RPA Associate (UiAR) or UiPath Certified Advanced RPA Developer (UiARD)
• Experience with AI/ML capabilities in UiPath (Document Understanding, AI Fabric, Action Center)
• Exposure to process mining tools such as UiPath Process Mining or Celonis
• Agile and Scrum project experience, CBAP or PMI-PBA certification is a plus
• Problem solving and analytical thinking
• Communication and stakeholder management
• Attention to detail
• Team collaboration
• Adaptability and learning agility
• UiPath automation tools
• AWS cloud services
• Python, VB.NET/C#, API integrations
• SQL databases
• Git, Docker, JIRA, Confluence
• REST/SOAP services and Postman
• Microsoft Power Platform
• Process Mining (UiPath/Celonis)

Benefits: The base salary range for this role is $100,000 to $120,000. 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).

Job Data by YubHub.

Responsibilities:

• Refine documentation for clarity and consistency by anticipating questions from development and testing teams and ensuring content is unambiguous and complete.
• Analyze customer requests to assess system impacts and engage customers in discussions regarding the benefits and tradeoffs of proposed updates.
• Expand industry knowledge of insurance products through continuous learning and research.
• Gather data from multiple sources, including customers, product guides, marketing materials, prospectuses, style guides, and mockups, to develop solutions to business challenges.
• Evaluate potential solutions and make informed tradeoff decisions.
• Implement standard and non-standard customer requirements within at least one platform.
• Identify and analyze problems while recommending effective solutions.
• Manage day-to-day issues and challenges independently with minimal oversight.
• Generate innovative ideas by evaluating client requirements and system functionality.
• Resolve less complex client issues directly and engage senior team members when appropriate.
• Elicit customer requirements through documentation reviews, workflow analysis, and walkthrough sessions.
• Assess customer needs and business situations independently and in collaboration with others.
• Develop clear, concise specifications with an appropriate level of detail.

Qualifications:

• 3+ years working experience in the financial services or insurance industry, either directly through sales and marketing support, illustration or through a vendor position
• 2+ years of experience in gathering and writing business and technical requirements in an SDLC environment for life or annuity products is required
• Knowledge of Life or Annuity products and insurance products is required
• Industry Certifications and/or licenses is preferred
• Understanding of Agile or Waterfall Software Development Life Cycle

Benefits: The base salary range for this role is $75,000 to $90,000. 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).

Job Data by YubHub.

This individual will complete the requirements that the Development team will use to develop or enhance the company’s product offerings and require little guidance.

Responsibilities:

• Refine documentation for clarity and consistency by anticipating questions from development and testing teams and ensuring content is unambiguous and complete.
• Analyze customer requests to assess system impacts and engage customers in discussions regarding the benefits and tradeoffs of proposed updates.
• Expand industry knowledge of insurance products through continuous learning and research.
• Gather data from multiple sources, including customers, product guides, marketing materials, prospectuses, style guides, and mockups, to develop solutions to business challenges.
• Evaluate potential solutions and make informed tradeoff decisions.
• Implement standard and non-standard customer requirements within at least one platform.
• Identify and analyze problems while recommending effective solutions.
• Manage day-to-day issues and challenges independently with minimal oversight.
• Generate innovative ideas by evaluating client requirements and system functionality.
• Resolve less complex client issues directly and engage senior team members when appropriate.
• Elicit customer requirements through documentation reviews, workflow analysis, and walkthrough sessions.
• Assess customer needs and business situations independently and in collaboration with others.
• Develop clear, concise specifications with an appropriate level of detail.

Qualifications:

• 3+ years working experience in the financial services or insurance industry, either directly through sales and marketing support, illustration or through a vendor position
• 2+ years of experience in gathering and writing business and technical requirements in an SDLC environment for life or annuity products is required
• Knowledge of Life or Annuity products and insurance products is required
• Industry Certifications and/or licenses is preferred
• Understanding of Agile or Waterfall Software Development Life Cycle

Benefits: The base salary range for this role is $75,000 to $90,000. 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).

Work Schedule: Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Refine documentation for clarity and consistency by anticipating questions from development and testing teams and ensuring content is unambiguous and complete.
• Analyze customer requests to assess system impacts and engage customers in discussions regarding the benefits and tradeoffs of proposed updates.
• Expand industry knowledge of insurance products through continuous learning and research.
• Gather data from multiple sources, including customers, product guides, marketing materials, prospectuses, style guides, and mockups, to develop solutions to business challenges.
• Evaluate potential solutions and make informed tradeoff decisions.
• Implement standard and non-standard customer requirements within at least one platform.
• Identify and analyze problems while recommending effective solutions.
• Manage day-to-day issues and challenges independently with minimal oversight.
• Generate innovative ideas by evaluating client requirements and system functionality.
• Resolve less complex client issues directly and engage senior team members when appropriate.
• Elicit customer requirements through documentation reviews, workflow analysis, and walkthrough sessions.
• Assess customer needs and business situations independently and in collaboration with others.
• Develop clear, concise specifications with an appropriate level of detail.

Qualifications:

• 3+ years working experience in the financial services or insurance industry, either directly through sales and marketing support, illustration or through a vendor position
• 2+ years of experience in gathering and writing business and technical requirements in an SDLC environment for life or annuity products is required
• Knowledge of Life or Annuity products and insurance products is required
• Industry Certifications and/or licenses is preferred

Benefits:

• The base salary range for this role is $75,000 to $90,000.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

As a senior sales leader, this role will be responsible for driving adoption of alternative investment solutions across Canadian registered dealers, investment advisors, family offices, and private wealth platforms.

This role sits within iCapital’s Canadian Alternatives Distribution business and will play a key role in deepening advisor engagement, scaling the distribution footprint, and contributing to the continued growth of the alternative’s ecosystem in Canada.

Responsibilities

• Build deep expertise across a curated offering of private credit, private equity, real estate, infrastructure, and hedge fund strategies.
• Develop and execute a proactive regional coverage plan to expand iCapital’s presence among advisors and dealer platforms.
• Use a consultative sales approach to acquire new relationships, expand existing accounts, and provide exceptional ongoing client service.
• Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios.
• Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation, territory optimization, investor base analytics).
• Lead onboarding and engagement of new advisor relationships onto iCapital’s platform to facilitate product access and adoption.
• Collaborate across iCapital’s stakeholders to position the firm’s value proposition and service offerings effectively.
• Represent iCapital at regional and national industry events, conferences, and advisor seminars.
• Maintain a high level of professionalism and market presence as one of the senior external faces of the Canadian distribution business.

Qualifications

• 10+ years of client-facing experience in the Canadian investment industry (i.e. external wholesaling, capital raising, national accounts, client portfolio management, product specialist roles)
• Bachelor’s degree is required
• Bi-lingual in English and French is required
• Demonstrated success selling or supporting a diverse range of investment strategies, ideally with exposure to alternative investments
• Direct relationships with Canadian banks, independent dealers, family offices, and investment advisors within the target region
• CFA or CAIA certification or progress toward completion is preferred
• Meets the regulatory requirements to be registered as a Registered Individual (Exempt Market Dealer). CIM designation or CSC completion is preferred
• Highly motivated self-starter who thrives in an entrepreneurial, growth-oriented environment with limited oversight
• Outstanding relationship building, communication, and presentation skills

Benefits

• Employees in this role will work fully remote.
• iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees.
• The Company pays 100% of the premium for all Group Benefits for you and your dependents.
• Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability.
• We offer a variety of Retirement Plans which have a company match.
• We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.

Job Data by YubHub.

The successful candidate will be a key member of iCapital’s Performance and Risk Management team, accountable for the enterprise-wide risk management, regulatory compliance, and safety and resilience programs of the firm and the design, oversight, and effectiveness of the firm’s global AML, KYC, sanctions, anti-financial crime, and customer due diligence framework.

This leader will oversee the integration of regulatory and compliance functions with a comprehensive enterprise risk management framework, ensuring iCapital continues to operate with strong governance, disciplined risk oversight, financial crime risk management capabilities, and regulatory credibility as the business scales globally.

Reporting directly to the Chief Financial Officer, the CRO will partner closely with executive leadership, the Board, and Board‑level Audit & Risk Management Committee to proactively identify, assess, and manage risk across iCapital’s global platform.

Responsibilities:

Regulatory & Compliance Oversight and Execution

• Oversee regulatory compliance across iCapital’s global footprint, including U.S., Canada, UK, Europe, and APAC jurisdictions, and support expansion into new regulated markets.
• Provide leadership on regulatory requirements governing alternative investments, structured investments, annuities, and registered and private fund vehicles.
• Oversee regulatory registrations, licensing, exemptions, and ongoing obligations with regulators including the SEC, FINRA, and international authorities.
• Ensure the development and maintenance of scalable policies, procedures, training, and controls aligned with regulatory requirements and business strategy.
• Serve as the senior executive representative for regulatory examinations, audits, and inquiries, maintaining strong, credible relationships with regulators and external advisors.
• Ensure the design and effectiveness of controls for identifying, assessing, mitigating, and reporting money laundering, terrorist financing, sanctions, fraud, and other financial crime risks.

Enterprise Risk & Governance Leadership

• Design, evolve, and execute iCapital’s enterprise risk management framework, including risk appetite, governance, assessment, and reporting across all business lines and geographies.
• Provide oversight through established governance forums, including the Board‑level Audit & Risk Management Committee, Corporate Risk Management Committee, and operational risk working groups.
• Maintain and enhance the enterprise risk register, integrating Risk Control Self‑Assessments (RCSAs), risk appetite metrics, and issue management into a consistent, scalable framework.
• Serve as the primary point of contact for senior management and the Board on risk‑related matters, delivering clear, actionable insights and recommendations.

Risk Controls, Assurance & Audits

• Partner with Finance, Technology, Legal, and Operations to strengthen internal controls, including IT General Controls (ITGCs), ICFR, and operational controls.
• Oversee SOC 2 audits across business lines, managing auditor relationships, evidence collection, remediation, and ongoing control maturity.
• Collaborate with Technology and Security teams to manage platform, data protection, and information security risk in a technology‑enabled business model.

Safety, Resilience & Incident Management

• Ensure the firm’s ability to continue delivering critical services through disruption by maintaining approved business continuity and disaster recovery plans, validated through regular testing.
• Oversee a centralized enterprise incident management framework, including escalation protocols, response playbooks, and crisis communications.
• Provide oversight of physical security, life safety, and emergency preparedness programs across offices, travel, and firm‑sponsored events.

Leadership & Team Development

• Lead, mentor, and develop global teams across risk management and compliance functions, fostering a culture of accountability, partnership, and continuous improvement.
• Work closely with Finance, Legal, Technology, Product, and Business leaders to embed risk awareness into decision‑making while enabling growth and innovation.
• Promote a strong risk and compliance culture that balances commercial objectives with disciplined governance.

Qualifications:

• 15+ years of senior leadership experience in risk management, compliance, or governance within financial services, fintech, asset management, broker‑dealer, or investment advisory environments
• Deep, hands‑on experience with alternative investments, including regulatory treatment, product structure, and distribution considerations
• Demonstrated executive accountability for AML, KYC, sanctions, customer due diligence, financial crimes compliance, and broader regulatory compliance programs operating across multiple jurisdictions.
• Proven ownership of regulatory compliance in highly regulated environments, including direct interaction with regulators and responsibility for examinations and audits
• Demonstrated success designing and operating enterprise risk management frameworks in complex, multi‑jurisdictional organizations
• Strong knowledge of U.S. securities regulation (SEC, FINRA, Advisers Act, Investment Company Act), AML and financial crimes requirements (Bank Secrecy Act, USA PATRIOT Act, OFAC), and familiar with international frameworks such as AIFMD and MiFID
• Credible, confident leader with the judgment and independence to challenge constructively and advise senior leadership and the Board
• Able to translate complex regulatory and risk concepts into practical, scalable solutions aligned with business strategy
• Proven track record building and leading large, global teams and influencing outcomes across complex matrixed organizations.
• Strong executive presence, strategic mindset, and demonstrated ability to balance risk management objectives with commercial growth priorities.
• Bachelor’s degree required; advanced degree (JD, MBA, or equivalent) strongly preferred. Professional certifications (FRM, CRCMP, CFA, CPA, CAMS) a plus

Benefits: The base salary range for this role is $350,000 to $400,000. 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).

Job Data by YubHub.

This individual will lead a team of approximately five professionals across two complementary cybersecurity risk functions: Third-Party Risk Management (TPRM) and Client Assurance.

The ideal candidate will be a hands-on leader who can effectively manage, mentor, and develop team members while also possessing the technical knowledge and practical experience necessary to perform the work of either function, when needed.

Responsibilities:

• Lead, manage, and mentor a team of approximately five professionals supporting Third-Party Risk and Client Assurance activities.
• Provide day-to-day directions, coaching, technical guidance, and professional development to team members.
• Establish clear expectations, priorities, and accountability across both functions.
• Review team deliverables to ensure assessments and client responses are accurate, complete, consistent, and appropriately supported.
• Serve as an escalation point for complex cybersecurity risk assessments, client inquiries, vendor issues, and competing business priorities.
• Maintain the ability to work directly on assessments and client assurance requests when workload, complexity, or business needs require additional support.
• Identify opportunities to improve team processes, documentation, quality, efficiency, and scalability.
• Develop and monitor appropriate metrics and reporting to communicate workload, performance, risk trends, and program effectiveness to management.

Qualifications:

• 10 years of relevant professional experience, with significant experience in cybersecurity, information security risk management, technology risk, third-party risk management, client assurance, or related disciplines.
• Demonstrated experience completing or reviewing cybersecurity due diligence questionnaires and responding to client or customer security inquiries.
• Demonstrated experience performing cybersecurity risk assessments of third-party vendors.
• Prior experience leading, mentoring, or managing cybersecurity, risk, or assurance professionals.
• Able to manage multiple concurrent assessments, client requests, deadlines, and priorities in a fast-paced environment.
• Ability to operate effectively, including independently managing responsibilities, exercising sound judgment, influencing stakeholders, and escalating material issues appropriately.
• Strong working knowledge of cybersecurity controls and concepts, including identity and access management, vulnerability and patch management, security monitoring and incident response, data protection and encryption, network and infrastructure security, cloud security, secure software development, business continuity and disaster recovery, and security governance and risk management.
• Experience reviewing cybersecurity assurance documentation such as SOC 1/SOC 2 reports, ISO 27001 certifications, penetration testing reports, security policies, and related control evidence.
• Strong analytical skills and the ability to distinguish meaningful cybersecurity risks from lower-impact observations.
• Excellent written communication skills, including the ability to translate complex technical concepts into clear, concise language appropriate for clients, vendors, business stakeholders, and senior management.
• Strong interpersonal skills and the ability to work effectively with both technical and non-technical stakeholders.
• Bachelor's degree in cybersecurity, information technology, computer science, risk management, or related discipline, or equivalent professional experience is preferred and master's degree in the same is a plus.
• Relevant professional certifications such as CISSP, CISM, CRISC, CISA, or equivalent is a plus.
• Experience within financial services or another highly regulated industry is a plus.
• Experience with third-party risk management, GRC, questionnaire automation, or client assurance platforms is a plus.
• Experience developing metrics, reporting, procedures, and governance processes for cybersecurity risk or assurance programs is a plus.

Benefits: The base salary range for this role is $100,000 to $140,000. 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).

Job Data by YubHub.

Responsibilities:

• Set up and maintain software applications
• Assist clients with issues and special projects
• Analyze and explain portfolio performance results
• Conduct account level reconciliation and resolve breaks
• Analyze private equity and hedge fund statements
• Consolidate data from multiple sources
• Provide accurate and timely statements and data entry
• Generate reports as needed
• Work with clients and partners to resolve data issues
• Develop and strengthen client relationships
• Maintain software maintenance, system setup and configuration
• Prioritize individual and communal work to meet project deadlines
• Establish operational effectiveness through policies, procedures, and controls

Qualifications:

• Bachelor's degree in finance, computer science, statistics, mathematics, data science, or a similar field
• Excellent customer relations skills
• Ability to foster and maintain effective relationships
• Proactive assessment and action on client and company needs
• Well-organized and self-motivated with attention to detail and accuracy
• Comfortable with technology, software tools, and applications
• Strong MS Excel and PowerPoint skills, basic knowledge of database concepts
• Knowledge of liquid investments, performance reporting calculations, and portfolio management
• Critical thinking and problem-solving skills
• Collaboration and ability to thrive in a team environment

The role offers flexible working arrangements, with 4 days in the office and 1 day remote work per week.

Job Data by YubHub.

Responsibilities:

• Analyze and explain portfolio performance results.
• Conduct account-level reconciliations, including researching and resolving breaks, cancels, and corrects.
• Perform analysis of private equity and hedge fund statements for input into the system.
• Work with clients and partners to resolve data issues.
• Manage client onboarding, account setup, training, and day-to-day support.
• Perform system setup and configuration, new client setup, and financial account and asset setup.
• Assist in data feed management and create custom reports based on client needs.
• Liaise with vendor partners for enhancements and system issues.
• Prioritize individual and communal work to ensure projects are completed on time.
• Establish operational effectiveness through policy development and adoption.
• Proactively assess and act upon client and company needs.

Qualifications:

• 3-5 years of experience in a related field.
• Bachelor's degree from an undergraduate program.
• Excellent customer service skills.
• Strong understanding of financial instruments.
• Experience with RIA/Wealth management policies and procedures.
• Experience working with wirehouses or custodians.
• Organizational and self-motivated with attention to detail.
• Comfortable with technology, software tools, and applications.
• Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar platforms.
• Strong MS Excel and PowerPoint skills.
• Basic knowledge of database concepts and programming.
• Working knowledge of Photoshop, HTML design, and similar tools.
• Knowledge of various financial products and indices.
• Critical thinking and problem-solving skills.
• Collaborative and able to thrive in a team environment.

Benefits:

• Base salary range: $75,000 to $85,000.
• Comprehensive benefits package including equity, annual performance bonus, employer-matched retirement plan, subsidized healthcare, dental, vision, telemedicine, virtual mental health counseling, parental leave, and unlimited PTO.
• Flexible work arrangement: Monday-Thursday in-office, Friday remote.

Job Data by YubHub.

The role is accountable for successful and on-time delivery of SaaS implementations, enhancements, and ongoing client initiatives, including project governance, portfolio financial performance, resource management, client escalations, and transition to ongoing support.

Responsibilities:

• Lead a portfolio of Carrier/Distributor client implementations, enhancements, and strategic initiatives, ensuring successful delivery, client satisfaction, and business outcomes.
• Serve as the primary delivery leader for assigned clients, building trusted relationships and aligning delivery efforts with client goals and strategic objectives.
• Provide oversight of project governance, timelines, scope, milestones, risks, dependencies, resource allocation, quality, and delivery performance.
• Lead teams consisting of Project Coordinators, Business Analysts, Configuration Analysts, and other delivery resources to successfully deliver client implementations, enhancements, and strategic initiatives.
• Manage portfolio capacity planning and resource utilization to ensure projects are appropriately staffed and aligned to business priorities.
• Drive project and portfolio health by proactively managing risks, issues, escalations, dependencies, change requests, and stakeholder communications.
• Own portfolio financial performance, including forecasting, revenue, margin management, billing accuracy, and operational efficiency.
• Ensure accurate project reporting, portfolio visibility, and adherence to project management standards, tools, and delivery processes.
• Serve as a senior escalation point for complex client and cross-functional delivery issues, driving timely resolution and executive visibility when needed.
• Partner closely with Product, Engineering, Solutions Engineering, Operations, Finance, Sales, Support, and Client Success teams to deliver client outcomes and remove delivery obstacles.
• Promote continuous improvement through enhanced governance, reporting, change management, implementation practices, and operational processes.

Qualifications:

• Project Management Professional (PMP) certification preferred.
• 7+ years of project management or delivery leadership experience implementing Software/SaaS solutions in financial services or insurance.
• Demonstrated experience managing a client portfolio, portfolio financial performance, and multiple teams concurrently.
• Experience managing the performance of Project Coordinators/Managers, Business Analysts, and cross-functional delivery teams.
• Proven success leading SaaS projects and programs on time, within scope, and within budget.
• Experience leading, motivating, and managing teams of varying sizes, including internal and external resources.
• Experience in financial services/financial software applications is required.
• Insurance experience in Life, Annuity, Property & Casualty applications is strongly preferred.
• Excellent leadership, written, verbal, presentation, and interpersonal communication skills.
• Strong analytical, organizational, problem-solving, team building, and change leadership capabilities.
• Ability to work independently and collaboratively while adapting to shifting priorities, demands, and timelines.
• Proficiency with Microsoft Teams, Word, Excel, PowerPoint, and Outlook.
• Experience with JIRA is required, Cantata is a plus.

Benefits: The base salary range for this role is $110,000 to $130,000. 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).

Job Data by YubHub.

Responsibilities:

• Lead and develop Client Delivery leaders and their teams responsible for implementations, onboarding programs, and ongoing client delivery while fostering a culture of accountability, ownership, execution excellence, and client focus.
• Own delivery performance across a portfolio of strategic client relationships, implementations, and delivery programs, ensuring milestones, commitments, client expectations, and business objectives are consistently achieved.
• Establish governance frameworks, operating rhythms, performance management practices, and executive reporting processes that improve execution, scalability, and organisational effectiveness.
• Serve as an executive sponsor for strategic client relationships, critical implementations, and complex delivery initiatives, building trusted partnerships with senior client stakeholders and sponsors.
• Lead executive steering committees, governance meetings, implementation reviews, and client-facing discussions while delivering executive communications, presentations, status updates, and recovery plans.
• Act as the senior escalation point for complex client situations, implementation challenges, and delivery issues, personally engaging when additional leadership involvement is required.
• Identify risks, diagnose root causes, and drive practical solutions across teams to proactively address issues before they impact client outcomes.
• Direct project recovery efforts involving timeline, scope, resource, performance, or stakeholder challenges while maintaining confidence and alignment among key stakeholders.
• Partner closely with Product, Technology, Operations, Sales, Account Management, and Support teams to align priorities, resources, and execution plans that drive successful client outcomes.
• Translate implementation insights, delivery learnings, and client feedback into operational improvements, process enhancements, and product recommendations.
• Drive resource planning, forecasting, operational efficiency, invoicing oversight, capacity management, and delivery performance measurement across the organisation.
• Improve implementation methodologies, delivery processes, governance standards, and the overall client experience to support growth and scalability.

Qualifications:

• 15+ years of experience leading client delivery, implementation, professional services, consulting, operations, or other complex client-facing organisations
• Proven success leading large-scale client implementations, enterprise programs, and complex delivery portfolios
• Demonstrated ability to lead and build high-performing teams, drive accountability and performance across organisations
• Strong executive presence with experience managing senior client relationships, executive stakeholders, steering committees, and governance forums
• Exceptional communication and presentation skills, including experience developing executive updates, governance materials, recovery plans, and client-facing presentations
• Proven ability to solve complex business, operational, and delivery challenges while maintaining strong client relationships and stakeholder confidence
• Experience leading escalations, project recovery efforts, and cross-functional execution within complex, fast-paced environments
• Strong operational, financial, organisational, forecasting, and resource management capabilities
• Experience within annuities, insurance, wealth management, broker-dealers, wirehouses, fintech, or broader financial services organisations
• Strong understanding of the annuity distribution ecosystem, financial institution operating models, and client implementation lifecycles
• Experience working with broker-dealers, insurance carriers, banks, RIAs, wealth management firms, or enterprise financial institutions
• Experience with FireLight or similar annuity, insurance, point-of-sale, e-application, new business, or distribution technology platforms

Benefits: The base salary range for this role is $180,000 to $210,000. 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 subsidised healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counselling, parental leave, and unlimited paid time off (PTO).

Job Data by YubHub.

Responsibilities:

• Analyze and explain portfolio performance results.
• Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
• Analyze private equity and hedge fund statements for input into system.
• Work with clients and partners to resolve data issues.
• Develop and strengthen client relationships through client onboarding, account setup and training, and day-to-day support.
• Set up and configure systems, manage data feeds, and create custom reports based on client-specific needs.
• Liaise with vendor partners for enhancements, system and data issues.
• Prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications:

• 7+ years of experience in a related field.
• Bachelor's degree from a rigorous undergraduate program.
• Excellent customer relation skills.
• Strong understanding of financial instruments.
• Experience with RIA/Wealth Management Policies, Procedures, and Client Service.
• Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity.
• Proactively assess and act upon client and company needs.
• Organized and self-motivated with the ability to prioritize tasks and meet deadlines.
• Highly attentive to detail and accuracy.
• Comfortable with technology, software tools & applications.
• Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms.
• Experience with planning tools such as eMoney, MoneyGuidePro or similar software.
• Strong MS Excel & PowerPoint skills.
• Basic knowledge of database concepts, and any type of programming.
• Working knowledge of Photoshop, HTML design, and/or similar tools.

Benefits:

• Base salary range: $90,000 to $120,000.
• Comprehensive benefits package including employer matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Analyze and explain portfolio performance results.
• Conduct account level reconciliation, including research and resolution of breaks, cancels, and corrects.
• Perform analysis of private equity and hedge fund statements for input into the system.
• Work with clients and partners to resolve data issues.
• Help manage client onboarding, account setup, training, and day-to-day support.
• Perform system setup and configuration, new client setup, and financial account and asset setup.
• Assist in data feed management and create custom reports based on client needs.
• Liaise with vendor partners for enhancements and system issues.
• Prioritize individual and communal work to ensure projects are completed on time.
• Establish operational effectiveness through policies, procedures, and controls.
• Assess and act upon client and company needs proactively.

Qualifications:

• 3-5 years of experience in a related field.
• Bachelor's degree from an undergraduate program.
• Excellent customer service skills.
• Strong understanding of financial instruments.
• Experience with RIA/Wealth management policies and procedures.
• Experience working with wirehouses or custodians.
• Organized and self-motivated with attention to detail.
• Comfortable with technology, software tools, and applications.
• Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar platforms.
• Strong MS Excel and PowerPoint skills.
• Basic knowledge of database concepts and programming.
• Working knowledge of Photoshop, HTML design, and similar tools.
• Knowledge of various financial products and indices.
• Critical thinking and problem-solving skills.
• Collaborative and able to thrive in a team environment.

Benefits:

• Base salary range: $75,000 to $85,000.
• Equity for all full-time employees.
• Annual performance bonus.
• Comprehensive benefits package including employer-matched retirement plan, subsidized healthcare, dental, vision, telemedicine, virtual mental health counseling, parental leave, and unlimited PTO.
• Flexible work arrangement: Monday-Thursday in-office, Friday remote.

Job Data by YubHub.

This role is responsible for leading the successful delivery of client implementations and ongoing client delivery portfolios.

The Client Delivery Vice President serves as a senior client-facing leader accountable for delivery outcomes, client satisfaction, and operational discipline.

Responsibilities:

• Serve as the senior delivery leader for assigned client portfolios, building trusted relationships and ensuring delivery strategies are aligned to client business objectives.
• Own end-to-end delivery outcomes across multiple concurrent client implementations, including timelines, quality, scope, risks, dependencies, and executive stakeholder alignment.
• Lead and develop teams of Project Managers, Business Analysts, and delivery resources, creating clarity, accountability, and consistent execution across engagements.
• Establish and maintain strong delivery governance, including clear decision-making forums, escalation paths, change control, scope management, and portfolio health reporting.
• Guide clients and internal teams through delivery trade-offs, ensuring requests are assessed against scope, timeline, resourcing, commercial impact, and overall client value.
• Identify delivery risks proactively, resolve complex issues, and drive practical solutions that protect client outcomes and support long-term scalability.
• Own portfolio financial performance, including P&L, margin targets, revenue performance, resource planning, and risk mitigation.
• Create executive-level visibility into portfolio health, key risks, scope decisions, dependencies, milestones, and actions required to support successful delivery.
• Partner closely with the Product team to translate client feedback, implementation learnings, recurring pain points, and enhancement needs into clear, actionable insights.
• Collaborate with the Sales, Support, Operations, and Product teams to improve handoffs, align expectations, resolve cross-functional dependencies, and strengthen the overall client experience.
• Drive continuous improvement in delivery processes, playbooks, metrics, automation opportunities, and operating practices to increase consistency, efficiency, and predictability.
• Identify opportunities to expand client value while ensuring delivery commitments, scope considerations, and commercial implications are clearly understood.

Qualifications:

• 10+ years of experience in client delivery, implementation, program leadership, or professional services within SaaS, technology, financial services, or a similarly complex environment
• Proven success leading complex client implementations and delivery portfolios with accountability for scope, timelines, quality, client satisfaction, and business outcomes
• Strong executive presence with the ability to build trust with senior client stakeholders, communicate clearly, guide decision-making, and lead productive conversations around priorities and trade-offs
• Demonstrated ability to manage scope, establish governance, hold stakeholders accountable, and maintain delivery discipline while preserving strong client relationships
• Experience diagnosing complex delivery challenges, identifying root causes, and implementing practical, scalable solutions across teams and client engagements
• Experience partnering with product teams to translate client needs, implementation feedback, and recurring themes into actionable product insights and prioritization inputs
• Track record of building, improving, or enforcing delivery processes, governance models, implementation playbooks, metrics, and operating rhythms
• Experience leading and developing teams of project managers, business analysts, implementation consultants, or other delivery resources
• Strong commercial judgment, including experience managing delivery financials, margin performance, resource planning, revenue impact, and client commitments
• Highly organized, detail-oriented, and comfortable operating across multiple concurrent priorities in a fast-paced environment
• Experience with project, portfolio, and resource management tools such as Jira, Kantata, or similar platforms

Benefits: The base salary range for this role is $130,000 to $150,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

This position will play a central role in maintaining and deepening relationships with existing clients, ensuring delivery and execution of iCapital's suite of offerings across all asset classes.

Responsibilities:

• Develop and deepen existing relationships with Wires & Private Banks clients.
• Drive enterprise adoption of iCapital's technology platform and infrastructure.
• Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings.
• Play a key role as the primary touchpoint for several strategic clients.
• Manage and lead internal projects and develop frameworks and processes for ongoing team management.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives.
• Drive day-to-day engagement with Enterprise Wealth clients, ensuring delivery and execution at the highest level.
• Collaborate with other Client Management associates to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification.

Qualifications:

• 10+ years of experience in a technical relationship management capacity.
• Extensive knowledge of alternatives and/or structured investments is highly preferred.
• Direct experience working for or with wealth management firms is highly preferred.
• Experience with SAAS offerings and wealth tech platforms preferred.
• Excellent organisational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to meet deadlines and work effectively under pressure.
• Passion for client service and exceeding client expectations.
• Strategic mindset and ability to work independently.
• Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight.
• Series 7 and 63 licenses preferred.

Benefits:

• Base salary range: $165,000 to $200,000.
• Comprehensive benefits package including employer-matched retirement plan, subsidised healthcare, dental, vision, telemedicine, and virtual mental health counselling, parental leave, and unlimited paid time off (PTO).
• Flexible work arrangement: Monday-Thursday in-office, Friday remote.

Job Data by YubHub.

The ideal candidate will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.

Responsibilities

• Support senior Relationship Managers across all IBD client and prospect relationships, participating in day-to-day account management and business development activities.
• Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal teams on iCapital's enterprise technology solutions.
• Manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests.
• Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel.
• Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting.
• Coordinate with Product and Engineering teams to facilitate client integrations and deliver key platform functionality.
• Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.

Qualifications

• 2–5 years of experience in a client-facing, business development, or relationship management role, preferably within financial services or enterprise technology.
• Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class.
• Direct experience working for or with wealth management firms, specifically BDs, is a plus.
• Excellent verbal and written communication skills.
• Highly organised, detail-oriented, and able to manage multiple workstreams simultaneously.
• Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time.
• Series 7 and 63 licenses are preferred; willingness to obtain if not already held.

Benefits

The base salary range for this role is $100,000 to $140,000. 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 subsidised healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling, parental leave, and unlimited paid time off (PTO).

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives.

Responsibilities

• Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity.
• Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions.
• Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests.
• Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel.
• Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting.
• Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality.
• Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects.

Qualifications

• 2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology
• Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class
• Direct experience working for or with wealth management firms, specifically BDs is a plus
• Excellent verbal and written communication skills
• Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously
• Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time
• Series 7 and 63 licenses are preferred; willingness to obtain if not already held

Benefits

The base salary range for this role is $100,000 to $140,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.

Responsibilities

• Support the management of relationships with iCapital's issuing partners, serving as a key point of contact , coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests.
• Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.
• Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.
• Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.
• Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.
• Collaborate with teams across the firm , including Product, Engineering, Legal, Marketing, and Compliance , to deliver a robust, well-supported platform solution and drive process improvement.
• Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.

Qualifications

• Bachelor’s degree is required
• 5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry
• Experience working with or covering structured products is a plus
• Strong analytical and problem-solving skills and a high level of attention to detail
• Strong written and verbal communication skills
• Able to successfully operate in a fast-paced environment
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Excellent organizational skills
• Desire to work in a cross-functional and collaborative environment
• Proficient in Microsoft Suite (Excel, PowerPoint, Word)
• Series 7 and 63 certifications are required or obtained within 90 days of hire

Benefits

The base salary range for this role is $170,000 to $200,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market.

Responsibilities

• Support the management of relationships with iCapital's issuing partners, serving as a key point of contact , coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests.
• Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform.
• Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities.
• Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions.
• Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail.
• Collaborate with teams across the firm , including Product, Engineering, Legal, Marketing, and Compliance , to deliver a robust, well-supported platform solution and drive process improvement.
• Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line.

Qualifications

• Bachelor’s degree is required
• 5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry
• Experience working with or covering structured products is a plus
• Strong analytical and problem-solving skills and a high level of attention to detail
• Strong written and verbal communication skills
• Able to successfully operate in a fast-paced environment
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Excellent organizational skills
• Desire to work in a cross-functional and collaborative environment
• Proficient in Microsoft Suite (Excel, PowerPoint, Word)
• Series 7 and 63 certifications are required or obtained within 90 days of hire

Benefits

The base salary range for this role is $170,000 to $200,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

In this role, you will be a key member of the team and support the business development activities of iCapital with a focus on Wealth Managers based in Germany, Switzerland and Austria (“DACH”).

Responsibilities:

• Support the Client Solutions EMEA team in executing the business development strategy for iCapital, covering Wealth Managers in DACH, with dedicated focus on Germany.
• Develop and manage a robust and sustainable pipeline of prospective Wealth Manager clients.
• Execute Wealth Manager onboarding process from start to finish, working closely with related teams, including Legal & Compliance.
• Nurture strong relationships with clients and prospects.
• Educate clients on Private Markets/Alternatives and articulate iCapital’s solutions and capabilities to clients and partners.
• Provide constant feedback from the field on competitive landscape, investors’ appetite, trends and share with colleagues globally.
• Build strong internal relationships within iCapital and work closely with other teams to achieve the best client outcomes and successful long-term client relationships.
• Serve as the relationship manager and deliver an exceptional client experience for our Wealth Manager clients.

Candidate Profile:

• Solid academic credentials in relevant field.
• 7-10 years of solid work experience in the Asset- or Wealth Management industry, with a demonstrated track record in winning and interacting with clients.
• Experience as business development professional or similar role in the asset management industry is a must.
• Very good understanding of the German wealth market and strong network to Wealth Managers in Germany.
• Adequate exposure to Private Equity and/or other Private Markets asset classes, and an understanding of the distribution model is a plus.
• Strong attention to detail.
• Excellent presentation and verbal/written communication skills, with a professional and positive attitude.
• Highly collaborative, and able to think strategically about business opportunities and client management.
• Language skills: Native in German and business proficiency in English is a must.
• Ability to work independently with a strong appetite to work in a fast-growing, collaborative environment.

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).

Job Data by YubHub.

Responsibilities:

• Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators.
• Own the client relationship from the sales hand-off through go-live and beyond.
• Seek and synthesize customer feedback to inform product and process improvements.
• Identify risks, gaps, or delays in onboarding and drive resolution proactively.
• Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team.
• Manage timelines, expectations, and communication across internal teams and external stakeholders.
• Drive accountability across clients and internal partners to keep projects on track.
• Act as a trusted advisor to clients, guiding them through best practices and platform capabilities.

Qualifications:

• 2–5 years of experience as a client success manager, managing client relationships and owning a book of business
• Basic understanding of fund formation processes
• Familiar with APIs and SFTP workflows
• Exceptionally detail-oriented when managing VIP and Enterprise clients
• Proficient communicator adept at engaging with senior executives (i.e. C-suite, partners), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment
• Comfort using AI tools and applying them effectively in a professional setting

Benefits: The base salary range for this role is $70,000 to $85,000. 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).

Job Data by YubHub.

Responsibilities:

• Lead monitoring and analysis of underlying fund performance across iCapital's private equity, private credit, and real asset offerings.
• Prepare and deliver clear, executive-level call summaries, investment updates, and talking points for internal and client-facing stakeholders.
• Keep track of broader macro developments and trends through regular engagement with iCapital's fund managers.
• Represent iCapital at Annual General Meetings (AGMs) and other conferences.
• Act as subject matter expert on fund portfolio and performance for internal and external audiences.
• Prepare performance analytics and fund-level financial modeling.
• Partner closely with the Governance team to support initiatives such as secondary sales and investment oversight decisions.
• Mentor junior team members, providing guidance on analysis, communication, and professional development as the function scales.

Qualifications:

• Bachelor's degree is required
• 8-10+ years of relevant experience within private markets, investment banking, asset management, or investment consulting
• Progress toward or completion of CFA or CAIA is preferred
• Experience in financial analysis and modeling
• Excel proficiency is required and familiar with valuation methodologies (DCF, peer comps, etc.) is preferred
• Demonstrated ability to synthesize complex investment data into concise, client-ready materials
• Deep interest in and working knowledge of alternative investments
• Exceptional verbal and written communication skills, with experience engaging senior stakeholders
• Highly organized with strong attention to detail and the ability to manage multiple priorities independently
• Willingness and able to travel up to 15% as required

Benefits: The base salary range for this role is $150,000 to $195,000. 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).

Job Data by YubHub.

Responsibilities:

• Design and continually improve Kubernetes architecture, also helping operationally manage cluster lifecycle.
• Work on projects integrating new self-hosted and SaaS services, in some cases understanding and working with developers to help design software architecture.
• Manage Transit Gateway, Network Firewall, and external connectivity. Own architectural guidance for edge and traffic management, including CDN, DNS, and TLS strategies.
• Produce and maintain reference architectures, design documents, and architectural guardrails.
• Partner with engineering, security, and product teams to ensure platform standards are practical, well understood, and broadly adopted.

Qualifications:

• 8+ years of experience in platform, cloud, or infrastructure engineering roles, with demonstrated architectural responsibility.
• Strong hands-on experience designing and operating Kubernetes platforms in production environments.
• Deep understanding of AWS infrastructure, including networking, security primitives, and managed services.
• Strong understanding of ingress/egress, TGW design, and private connectivity.
• Comfortable operating as a senior individual contributor with influence across multiple teams as a leader.
• Very strong written and verbal communication skills.

Preferred Qualifications:

• Expertise in Kong or other API Gateways at a deep level.
• Experience directly managing Akamai in a production environment.
• Strong understanding of application design principles.
• Some experience with EKS standards such as Bottlerocket, Karpenter, Auto-mode.
• A software engineering background is helpful, and some experience with Python expected.
• Certifications (AWS / Kubernetes) are a plus but not required.

Benefits: The base salary range for this role is $150,000 to $190,000 depending on level. 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).

Job Data by YubHub.

This role will establish and manage cloud security programs, build new security architecture, drive automation, and continuously identify and address security gaps across iCapital's technology landscape.

Responsibilities:

• Build and manage Cloud Security Programs across AWS, Azure, and GCP infrastructure
• Design, implement, and validate secure cloud infrastructure architectures, ensuring new capabilities meet established security standards and requirements
• Apply Zero Trust architecture principles and best practices across cloud infrastructure design and access models
• Drive continuous detection, remediation, and resolution of cloud vulnerabilities and security misconfigurations, leveraging CSPM tooling (e.g., AWS Security Hub, Wiz, or equivalent) and automation to continuously improve and maintain cloud security posture
• Build automation capabilities for continuous monitoring and alerting across cloud infrastructure
• Partner with engineering teams to drive the adoption of security standards and best practices, embedding security early across the development lifecycle and supporting a shift-left security culture
• Collaborate with the SOC to develop and strengthen cloud detection engineering capabilities
• Assist the Risk and Governance teams with the development and implementation of cloud-related policies, procedures, and standards
• Engage with Platform, DevOps, and Software Engineering teams to deliver security initiatives and provide security guidance to projects across the organization

Qualifications:

• 6–9 years of experience in cloud environments, with AWS as the primary platform, including proven hands-on expertise in cloud security architecture and infrastructure design
• Relevant cloud or security certifications are a plus (e.g., AWS Certified Solutions Architect, AWS Certified Security – Specialty, CISSP, or CCSP)
• Proficiency with AWS-native security services, including IAM, Config, KMS, Secrets Manager, CloudWatch, CloudTrail, and GuardDuty
• Experience with cloud identity and access architecture, including federation (e.g., Okta), RBAC, ABAC, and service-to-service authentication models
• Hands-on experience with Infrastructure as Code tooling such as AWS CDK, CloudFormation, or Terraform

Benefits:

• Competitive salary
• Annual performance bonus
• Equity for all full-time employees
• Healthcare with 100% employer-paid health and dental insurance
• Generous paid time off (PTO)

Job Data by YubHub.

This role will assist with a variety of corporate governance and regulatory activities both at the firm level and for investment vehicles.

The successful hire will work together with experienced members from the APAC Regulatory and Compliance Team based in Singapore, Hong Kong and Tokyo to play a key role in supporting iCapital’s fast growing business in APAC.

Responsibilities:

• Support the development of the compliance strategy to support the firm’s sustainable growth across APAC.
• Monitor regulatory developments and provide clear, practical advice to senior management and colleagues.
• Support regulatory filings, corporate governance and recordkeeping requirements for the firm’s APAC regulated entities and relevant investment vehicles.
• Develop and deliver compliance training and maintain appropriate training records.
• Develop and undertake risk-based compliance monitoring and testing, and support the remediation of identified issues.
• Provide advice on licensing issues, AML/KYC, staff compliance, cross-border distribution and other regulatory matters affecting the business.
• Work closely with senior management, colleagues, regulators and external stakeholders to identify and mitigate regulatory and compliance risks for the firm and its clients.
• Improve compliance processes and controls, including through the responsible use of AI and other technology.
• Act as “Compliance Knowledge Center” within the firm and trusted advisor to senior management, providing guidance and training on compliance topics if needed.

Qualifications:

• At least five years of experience in compliance, regulatory affairs, business controls, audit, accountancy, operations or compliance consulting within financial services.
• Collaborative, proactive and an adaptable team player, able to manage competing priorities in a fast-paced environment.
• Sound knowledge of MAS requirements applicable to capital markets services licence holders, including dealing in securities and funds management.
• Practical Singapore compliance experience, including regulatory filings, AML/KYC, compliance monitoring and personal compliance.
• Experience developing and delivering compliance training.
• Knowledge of private markets, investment funds or fund distribution would be advantageous.
• Knowledge of the regulatory environment in Hong Kong, Japan and Australia, including cross-border requirements, would be advantageous.
• Articulate communicator with excellent written and spoken English, sound judgement and strong attention to detail.
• Collaborative, proactive and adaptable team player, able to manage competing priorities in a fast-paced environment.

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.

Job Data by YubHub.

This role builds on foundational configuration skills to handle moderately complex business logic, ensuring that financial product applications are completed 'In-Good-Order' with accuracy, completeness, and compliance.

Responsibilities:

• Configure and maintain business rules within FireLight® to drive accurate and compliant user experiences for financial product applications.
• Implement configuration components including Role Codes, Review Queues, Needs Determination, mapping documents, and admin mappings.
• Ensure applications meet standards across completeness, compliance, and business requirements.
• Participate across the SDLC including requirements understanding, configuration, testing, and deployment support.
• Perform unit and integration testing to validate accuracy and quality of configured business rules.
• Support customer deployments, ensuring timely and accurate implementation of configurations.
• Monitor and resolve issues via ticketing systems (Jira), ensuring timely turnaround and minimal client disruption.
• Provide Tier 2 production support by troubleshooting configuration-related issues and triaging client tickets.
• Collaborate with cross-functional teams to resolve defects, improve configurations, and enhance platform performance.
• Use AI tools to accelerate rule creation, scenario testing, and issue investigation to improve efficiency and reduce rework.
• Ensure adherence to coding best practices including simplicity, modularity, and reusability.
• Meet utilization, productivity, and quality benchmarks, including low churn and on-time delivery.
• Participate in team meetings, providing clear updates on progress, risks, and dependencies.

Qualifications:

• 1–3 years of experience in a technical or configuration-focused role
• Strong proficiency in XML (creation, editing, troubleshooting) and understanding of structured business logic
• Solid understanding of Software Development Life Cycle (SDLC) in a SaaS environment
• Familiar with FireLight® platform components and configuration concepts (or ability to ramp quickly)
• Working knowledge of tools such as Jira (ticketing), OpenAir (time tracking), Notepad++ (rule development), and Adobe Acrobat
• Exposure to integrations with third-party platforms (i.e. Salesforce, Redtail, Yellow Pages) is a plus
• Foundational understanding of financial services domain (insurance, annuities, life insurance processes, compliance requirements)
• Strong problem-solving skills with attention to detail and accuracy
• Able to manage multiple tasks and priorities in a fast-paced environment
• Effective written and verbal communication skills with the ability to collaborate across teams
• Self-driven with a learning mindset and willingness to adopt new technologies, including AI-enabled tools
• Able to work independently with minimal supervision while contributing effectively as part of a team

Benefits: The base salary range for this role is $65,000 to $80,000. 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).

Job Data by YubHub.

This role will be instrumental in driving iCapital's long-term growth across the wealth and alternatives ecosystem by leading the evaluation, planning, and execution of both organic and inorganic strategic initiatives.

Working directly with Senior Leadership, this individual will help support the development and execution of the company's strategic priorities by driving cross-functional alignment, accountability, and momentum to ensure successful implementation of key initiatives.

Responsibilities:

• Conduct in-depth strategic research, synthesize findings, and present actionable recommendations on new business opportunities to senior leadership.
• Lead rigorous, data-driven analysis to inform and shape Corporate Development and Strategy recommendations.
• Incorporate approved AI and automation tools thoughtfully into day-to-day workflows to improve the speed, quality, and scalability of strategic analysis, diligence, and execution.
• Identify, evaluate, and support strategic opportunities proactively, including partnerships, minority investments, and selective acquisitions aligned with the company's long-term goals.
• Run point on key aspects of the due diligence process for select strategic transactions, managing multiple workstreams to ensure thorough analysis and informed decision-making.
• Work closely with external counterparties and internal stakeholders to advance strategic opportunities from initial evaluation through transaction or partnership execution.
• Serve as a trusted resource for external market research, competitive intelligence, industry trends, and potential partnership or acquisition opportunities across the organization.
• Curate and distribute relevant industry insights, enabling teams across the organization to make data-driven decisions.
• Prepare executive-level presentations, business plans, financial analyses, and industry reports, clearly communicating complex findings both verbally and in writing.
• Partner with internal stakeholders to support the development and drive execution of strategic initiatives, ensuring alignment and measurable outcomes.
• Lead special projects for senior leadership in support of iCapital's broader strategic objectives.

Qualifications:

• 8+ years of experience in corporate development or strategy, investing, investment banking, or in a similar strategic role.
• Experience in an entrepreneurial, performance-driven environment, financial technology or financial services background is strongly preferred.
• Demonstrated experience evaluating and supporting M&A transactions, partnerships, and strategic negotiations.
• Strong interest in alternative investments, wealth management, and building an industry-defining company.
• Able to thrive in a fast-paced, high-pressure environment with competing priorities and tight deadlines.
• Highly self-motivated with a strong work ethic and ownership mindset.
• Quick learner, adaptable to new industries, business models, and shifting priorities.
• Strong understanding of KPIs and their role in strategic decision-making.
• Clear and effective communicator with the ability to create impactful, executive-ready presentations and recommendations with proficiency in PowerPoint.
• Highly organized, team-oriented collaborator with experience managing multiple complex projects and working with external partners.
• Strong interpersonal skills with the ability to collaborate effectively across levels of the organization.
• Experience with alternative funds, including familiarity with fund structures, operations, and valuation methodologies, is a plus.

Benefits:

• The base salary range for this role is $200,000 to $250,000.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

This role offers a unique opportunity to become a subject matter expert in stock-based compensation accounting, equity reporting, and related tax and financial reporting matters within a rapidly growing global fintech organization.

Responsibilities:

• Support the monthly accounting, reporting, and quarterly/annual close activities related to the Company's global stock-based compensation programs under ASC 718.
• Prepare and maintain stock compensation calculations, expense forecasts, valuation support schedules, account reconciliations, and disclosure support.
• Analyze the accounting implications of equity transactions, including grants, exercises, vesting events, modifications, forfeitures, cancellations, RSU settlements, share issuances, and other strategic transactions.
• Evaluate complex equity-related transactions, including acquisitions, replacement awards, recapitalizations, liquidity events, and new equity program structures.
• Prepare stock-based compensation disclosures and supporting analyses for financial statements, management reporting, and regulatory filings.
• Assist with equity-related tax accounting analyses, including deferred tax assets, tax deductions, excess tax benefits, and stock compensation impacts on the income tax provision.
• Support technical accounting research, documentation, and stakeholder collaboration related to stock compensation, equity transactions, and emerging accounting guidance.
• Serve as a key finance contact for external auditors, preparing audit-ready documentation and responding to audit inquiries.
• Support the design, execution, documentation, and enhancement of SOX controls and governance processes related to stock compensation and equity reporting.
• Assist in preparing analyses and documentation supporting global tax, regulatory, and compliance requirements.
• Partner with Human Resources, Legal, Payroll, Tax, and third-party equity administrators to ensure accurate processing and reporting of equity transactions.
• Monitor and reconcile equity activity across source systems, capitalization records, and the general ledger.
• Assist with capitalization table management, share reserve analyses, and related equity reporting requirements.
• Identify and execute opportunities to automate processes, enhance reporting capabilities, strengthen internal controls, and support process transformation initiatives.
• Prepare analyses and presentations supporting management decision-making and strategic initiatives.
• Contribute to special projects related to equity programs, acquisitions, and organizational growth.

Qualifications:

• Bachelor's degree in accounting, finance, or a related field
• CPA certification is preferred
• 5+ years of experience in public accounting, technical accounting, audit, financial reporting, or corporate accounting
• Strong foundation in U.S. GAAP and financial reporting concepts
• Exposure to ASC 718, ASC 740, business combinations, valuation, or technical accounting matters is preferred
• Demonstrated ability to analyze complex transactions and communicate accounting conclusions clearly and effectively
• Advanced Microsoft Excel skills, including financial modeling, large-data analysis, reconciliations, and reporting
• Strong project management and organizational skills with the ability to effectively manage multiple priorities and deadlines
• Comfortable operating in a controlled environment with a focus on governance, process discipline, and audit readiness
• Highly collaborative with the ability to work cross-functionally across Finance, Tax, Legal, HR, Payroll, and external advisors

Benefits: The base salary range for this role is $110,000 to $140,000. 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).

Job Data by YubHub.

This individual will be a key player in shaping the future of iCapital as the firm continues to scale and expand into new areas.

Responsibilities:

• Perform revenue calculations and controls for various product lines across iCapital, primarily Technology Solutions.
• Ensure precision in monthly and quarterly revenue estimates and actuals, providing insightful analyses of variances.
• Foster a culture of financial excellence by collaborating with client relationship managers, finance leadership and external client contacts.
• Review legal agreements, contracts and other key documents and understand relevant economic terms as they relate to revenue and reporting and apply that understanding to revenue calculations.
• Support full revenue cycle including order processing, invoicing, payment collection and revenue recognition, ensuring accuracy and efficiency.
• Spearhead month-end close processes, preparing revenue calculations and revenue accruals for technology solutions products.
• Calculate and consolidate P&L and balance sheet data, ensuring accurate journal entries for various entities.
• Assist with the calculation and generation of invoices at month end.
• Perform month over month roll forwards for key revenue metrics.
• Prepare detailed monthly revenue reconciliation analyses supporting accurate P&L reporting.
• Execute cash application processes and prepare monthly cash reconciliations.
• Support the initiative to enhance efficiency and automation of our existing revenue calculations and invoicing processes, including implementation of a new order-to-cash billing and receivable software.
• Develop insightful reporting and analyses to support business unit and product line leads with actionable insights for performance reporting to management and investors.
• Identify and address process gaps, implement robust internal controls, and improve documentation for internal control processes.
• Identify opportunities to streamline processes by leveraging automation tools and data-driven workflows to improve efficiency and accelerate task completion.

Qualifications:

• 2-5 years of corporate accounting or public accounting experience within the financial services industry
• Outstanding financial analysis skills and knowledge of accounting principles and US GAAP reporting
• Strong ability to apply critical thinking skills to analyze complex issues and propose effective solutions, while consistently maintaining a meticulous attention to detail
• Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership
• Experience with revenue, treasury management, accounts receivable and payable, and cash reconciliations
• Knowledge of booking journal entries and preparation of financial statements
• Data-driven thinker who can manage large data sets for efficient analyses
• Proficient with Microsoft Office Suite (Excel, PowerPoint, Outlook)
• Excellent verbal and written communication skills
• Able to coordinate across teams and departments to complete projects
• CPA license is preferred but not required
• Degree in Accounting is preferred but not required
• Familiar with Oracle NetSuite or other general ledger systems (i.e. Quickbooks) is preferred
• Familiar with alternative investments or structured investments is preferred

Benefits: The base salary range for this role is $85,000 to $110,000. 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).

Job Data by YubHub.

This individual will be a key player in shaping the future of iCapital as the firm continues to scale and expand into new areas.

Responsibilities:

• Perform revenue calculations and controls for various product lines across iCapital, primarily Technology Solutions.
• Ensure precision in monthly and quarterly revenue estimates and actuals, providing insightful analyses of variances.
• Foster a culture of financial excellence by collaborating with client relationship managers, finance leadership and external client contacts.
• Review legal agreements, contracts and other key documents and understand relevant economic terms as they relate to revenue and reporting and apply that understanding to revenue calculations.
• Support full revenue cycle including order processing, invoicing, payment collection and revenue recognition, ensuring accuracy and efficiency.
• Spearhead month-end close processes, preparing revenue calculations and revenue accruals for technology solutions products.
• Calculate and consolidate P&L and balance sheet data, ensuring accurate journal entries for various entities.
• Assist with the calculation and generation of invoices at month end.
• Perform month over month roll forwards for key revenue metrics.
• Prepare detailed monthly revenue reconciliation analyses supporting accurate P&L reporting.
• Execute cash application processes and prepare monthly cash reconciliations.
• Support the initiative to enhance efficiency and automation of our existing revenue calculations and invoicing processes, including implementation of a new order-to-cash billing and receivable software.
• Develop insightful reporting and analyses to support business unit and product line leads with actionable insights for performance reporting to management and investors.
• Identify and address process gaps, implement robust internal controls, and improve documentation for internal control processes.
• Identify opportunities to streamline processes by leveraging automation tools and data-driven workflows to improve efficiency and accelerate task completion.

Qualifications:

• 2-5 years of corporate accounting or public accounting experience within the financial services industry
• Outstanding financial analysis skills and knowledge of accounting principles and US GAAP reporting
• Strong ability to apply critical thinking skills to analyze complex issues and propose effective solutions, while consistently maintaining a meticulous attention to detail
• Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership
• Experience with revenue, treasury management, accounts receivable and payable, and cash reconciliations
• Knowledge of booking journal entries and preparation of financial statements
• Data-driven thinker who can manage large data sets for efficient analyses
• Proficient with Microsoft Office Suite (Excel, PowerPoint, Outlook)
• Excellent verbal and written communication skills
• Able to coordinate across teams and departments to complete projects
• CPA license is preferred but not required
• Degree in Accounting is preferred but not required
• Familiar with Oracle NetSuite or other general ledger systems (i.e. Quickbooks) is preferred
• Familiar with alternative investments or structured investments is preferred

Benefits: The base salary range for this role is $85,000 to $110,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses.
• Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail.
• Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
• Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts.
• Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
• Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
• Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department.
• Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
• Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
• Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools.

Qualifications:

• 2-5+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
• Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
• Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred
• Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA
• Advanced skills in Excel and PowerPoint
• Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
• Able to manage large sets of data and be able to implement checks and balances
• Excellent verbal and written communication skills
• Detailed oriented with big picture capability

Benefits: The base salary range for this role is $100,000 to $140,000. 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).

Job Data by YubHub.

This individual will be responsible for account management and will be based remotely in the Midwest region.

Responsibilities:

• Manage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement.
• Develop and execute account plans designed to improve client satisfaction, product utilization, relationship strength, retention, and overall account health.
• Conduct regular client meetings, business reviews, and proactive outreach to maintain strong working relationships and understand evolving business priorities.
• Analyze client health, platform adoption, business objectives, and utilization trends to identify risks, opportunities, and actionable recommendations.
• Serve as a trusted advisor by providing guidance on best practices, operational efficiencies, and strategic initiatives that support successful client outcomes.
• Lead platform onboarding, implementation support, training, and adoption efforts to maximize client engagement and utilization.
• Monitor account health and proactively identify risks, challenges, and opportunities for improvement.
• Support client retention and growth initiatives by identifying expansion opportunities and partnering with Sales and Strategic Account Management teams as appropriate.
• Coordinate and communicate on escalated client issues while partnering with Product, Client Delivery, Production Support, and other internal teams to drive successful resolution.
• Track client priorities, strategic initiatives, enhancement requests, and action items to ensure visibility and progress.
• Serve as the voice of the customer by communicating client feedback, business needs, operational challenges, and product enhancement opportunities internally.
• Build strong collaborative relationships across Product, Client Delivery, Production Support, Finance, Sales, and Leadership teams to support client success.
• Support renewal and commercial discussions through coordination, stakeholder management, follow-up activities, and internal alignment.
• Present and demonstrate company products, capabilities, and solutions when appropriate.
• Maintain accurate account plans, client activity records, and documentation within Salesforce and other approved systems.
• Keep internal systems and records updated with relevant client notes, activities, and required information.
• Participate in industry events, conferences, and client-facing activities to strengthen industry knowledge and professional networks.
• Complete ad hoc projects and assignments as needed.

Qualifications:

• 3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles
• Preferred experience within financial services, insurance, InsureTech, FinTech, wealth management, or related industries
• Demonstrated ability to manage complex client relationships and multiple stakeholder groups
• Strong communication, presentation, relationship-building, and interpersonal skills
• Strong consultative problem-solving and client service orientation
• Experience developing and executing account plans and driving client engagement strategies
• Strong organizational, project management, and coordination capabilities with the ability to manage multiple priorities
• Able to analyze client health, identify business needs, and develop actionable recommendations
• Experience collaborating across multiple departments and influencing outcomes without direct authority
• Proficiency with Microsoft Office Suite and Salesforce or comparable CRM platforms
• Able to work independently, proactively, and effectively in a fast-paced environment
• Willingness to travel as needed for client meetings, business reviews, conferences, and team events

Benefits: The base salary range for this role is $70,000 to $80,000. 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).

Job Data by YubHub.

Responsibilities:

• Design and deliver production AI systems, including document intelligence (IDP), intelligent knowledge systems, agentic orchestration, conversational AI, and generative AI applications.
• Own AI projects end-to-end, from problem scoping and stakeholder alignment through solution design, implementation, deployment, monitoring, and continuous improvement.
• Contribute to technical design and architectural decisions for the team, including API design, system decomposition, evaluation strategy, and infrastructure patterns.
• Develop and apply robust evaluation frameworks for AI systems, defining statistically sound, problem-specific metrics, curating benchmark datasets, and enforcing strict versioning.
• Partner directly with cross-functional stakeholders, including the Product, Operations, Legal, and Business teams.
• Support and mentor junior engineers on the team through code review, design review, pair problem-solving, and knowledge sharing.
• Identify systemic problems and propose solutions, proactively improving team processes, tooling, and infrastructure.

Qualifications:

• 5+ years of experience developing and deploying production AI/ML systems.
• Strong proficiency in Python and software engineering best practices.
• Deep expertise building production AI solutions, including LLM applications, AI agents, retrieval-augmented generation (RAG), conversational AI, document intelligence, and agentic workflows.
• Experience designing, deploying, and operating end-to-end machine learning pipelines.
• Strong foundation in statistics, experimentation, data quality, and AI system evaluation.
• Excellent written and verbal communication skills.

Benefits:

• The base salary range for this role is $120,000 to $170,000.
• 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).

Job Data by YubHub.

Responsibilities:

• Lead the architecture and delivery of production AI systems, including document intelligence (IDP), intelligent knowledge systems, agentic orchestration, conversational AI, and generative AI applications.
• Own AI projects end-to-end, from problem scoping and stakeholder alignment through solution design, implementation, deployment, monitoring, and continuous improvement.
• Drive technical design and architectural decisions for the team, including API design, system decomposition, evaluation strategy, and infrastructure patterns.
• Architect and champion robust evaluation frameworks for AI systems, defining statistically sound, problem-specific metrics, curating benchmark datasets, and enforcing strict versioning.
• Partner directly with cross-functional stakeholders to identify AI opportunities, translate requirements into technical plans, and communicate tradeoffs, risks, and recommendations clearly.
• Mentor and develop engineers on the team through code review, design review, pair problem-solving, and knowledge sharing.
• Identify systemic problems and propose solutions, proactively improving team processes, tooling, and infrastructure.

Qualifications:

• 7+ years of experience developing and deploying production AI/ML systems.
• Strong proficiency in Python and software engineering best practices.
• Deep expertise building production AI solutions, including LLM applications, AI agents, retrieval-augmented generation (RAG), conversational AI, document intelligence, and agentic workflows.
• Experience designing, deploying, and operating end-to-end machine learning pipelines.
• Strong foundation in statistics, experimentation, data quality, and AI system evaluation.
• Excellent written and verbal communication skills.

Benefits:

• The base salary range for this role is $170,000 to $210,000.
• 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).

Job Data by YubHub.

Responsibilities:

• Manage source documents and retrieval methods for alternative investment products
• Enrich unstructured data into existing data infrastructure
• Ensure completeness, timeliness, and accuracy of investment data
• Adhere to data governance best practices
• Collaborate across teams to provide insights from alternative investment data
• Continuously look for ways to automate and improve existing processes
• Maintain and share standard operating procedures

Qualifications:

• Bachelor's degree in finance, economics, business administration, or related field
• 0-3 years of experience in data management, analysis, or financial operations
• Proficiency in data management tools, Excel, and other software
• General understanding of the alternative investment landscape
• Ability to prioritize tasks, meet deadlines, and continuously learn new technologies

Benefits:

• Base salary range: $60,000 to $65,000
• Equity for all full-time employees
• Annual performance bonus
• Comprehensive benefits package, including employer-matched retirement plan, subsidized healthcare, parental leave, and unlimited PTO
• Flexible work arrangement: Monday-Thursday in-office, Friday remote

Job Data by YubHub.

This role is part of iCapital's Alternatives Distribution Sales team and will report to the Regional Director.

The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers, and bank trust clientele.

Responsibilities

• Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world-class service to existing platform asset holders.
• Develop sales proficiency across private credit, private equity, real estate, and hedge funds.
• Help advisors build better portfolios, have better conversations, and build better businesses.
• Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities.

Qualifications

• 8+ years of experience in the alternative investment industry in a client-facing capacity.
• Self-motivated, client-first, adaptable, team player, with a desire to build a sales career with an industry leader.
• Expertise in RIA, Independent BD, or Bank distribution segments.
• Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process.
• Able to sell and provide post-sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings.
• Series 7 and 63 licenses are required.
• CAIA certified or obtain within three years of hire.

Benefits

• The base salary range for this role is $150,000 to $175,000.
• iCapital offers a compensation package which includes salary and equity for all full-time employees.
• This role will include a commission-based 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).

Employees in this role will work fully remote based in the Houston, Austin, or Dallas/Fort Worth area.

Job Data by YubHub.

Responsibilities:

• Manage a team of Outbound Sales Analysts executing 75+ calls per day per analyst targeting financial advisors not currently active on the iCapital platform.
• Set daily, weekly, and monthly performance targets; monitor and report on KPIs including call volume, registrations, advisor profiles completed, CRM compliance, and first-trade conversions.
• Conduct regular 1:1s, call coaching sessions, and team huddles to drive continuous skill development and performance improvement.
• Identify top performers and create development paths; address performance gaps proactively with structured improvement plans.
• Foster a high-energy, accountability-driven team culture aligned with iCapital's values.
• Own the team's outbound prospecting strategy, including prioritization of prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
• Develop and refine call scripts, objection-handling frameworks, and advisor profiling playbooks used by the analyst team.
• Partner with Marketing and Sales Enablement to ensure the team has compelling, current content and platform messaging for each advisor’s segment.
• Coordinate with Senior Relationship Managers to ensure seamless handoff of high-potential advisors flagged for escalation.
• Ensure 100% same-day CRM logging across the team; audit data quality and enforce standards for advisor profiles, call notes, and pipeline stages.
• Leverage CRM reporting (Salesforce) and outbound sequencing tools (Outreach) to identify pipeline trends, conversion bottlenecks, and territory opportunities.
• Deliver weekly pipeline and performance reports to Sales leadership.
• Partner with Product Specialists to schedule and coordinate advisor education touchpoints, webinars, fund spotlights, and platform demos that accelerate readiness to trade.
• Collaborate with Recruiting and Human Resources on analyst hiring, onboarding, and ramp planning as the team scales.
• Provide field intelligence to the broader Distribution and Product teams based on advisor feedback and objection patterns.

Qualifications:

• Bachelor's degree in finance, business, economics, or a related field
• 10+ years of inside sales or financial services experience, with at least 1–2 years in a team lead, supervisory, or management capacity
• Demonstrated ability to manage and develop high-volume outbound sales teams in a structured, metric-driven environment
• FINRA Series 7 and Series 63 licenses are required
• FINRA Series 24 license required or must obtain within 30 days of hire
• Strong proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
• Excellent communication and coaching skills; ability to motivate a team and influence without authority
• Data-driven approach to performance management and pipeline analysis
• Familiar with alternative investments and the wealth management distribution ecosystem
• Experience supporting or selling into RIAs or independent broker-dealers
• Track record of improving team conversion metrics and reducing ramp time for new hires

Benefits: 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. The base salary range for this role is CAD 130,000 to CAD 170,000. iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.

Job Data by YubHub.

Responsibilities:

• Develop an in-depth understanding of the iCapital platform interfaces to ensure seamless fund launches, client activities, and ongoing health of alternative clients.
• Execute end-to-end technical and operations deliverables, manage daily workflows, and maintain a client-first approach.
• Partner with Product and Technology teams to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis.
• Operate confidently within technical systems and tools, including configuration management, workflow logic, and issue triage.
• Act as the primary contact for clients, managing inquiries and optimizing their platform experience.
• Meet and exceed service level agreements and performance targets through effective queue management.
• Work with internal teams to escalate and resolve high-priority issues.
• Enhance and maintain product documentation and internal resources.
• Maintain fund collateral and offerings to keep the platform updated.

Qualifications:

• 2-5+ years of experience in a client-facing role within the finance industry.
• Bachelor’s degree required.
• Experience analyzing complex technical problems and driving them toward a resolution.
• Ability to thrive in a fast-paced, dynamic environment.
• Proactive team member who seeks ways to improve client satisfaction and operational efficiency.
• Experience with support ticketing tools and technical troubleshooting.
• Strong verbal and written interpersonal skills.
• High attention to detail with the ability to manage complex workflows.
• Self-starter with a strong sense of ownership.
• Strong technical aptitude.

Benefits:

• Base salary range: $70,000 to $85,000.
• Comprehensive benefits package, including employer-matched retirement plan, subsidized healthcare, parental leave, and unlimited paid time off.
• Employees work in the office Monday-Thursday, with flexibility to work remotely on Friday.

Job Data by YubHub.

This role uniquely blends high-volume inside sales activity with targeted field engagement, combining the efficiency of structured outbound calling with the relationship depth of in-person advisor meetings, regional events, and on-site firm visits.

Responsibilities:

• Execute 50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform, maintaining consistent daily call blocks regardless of field activity.
• Work from prioritized prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
• Deliver a compelling, concise platform introduction tailored to each advisor's practice.
• Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alts experience, product preferences, and compliance constraints.
• Execute multi-touch follow-up sequences via phone, email, and digital content to maintain pipeline momentum between field visits.
• Conduct regular field visits to advisor offices, branch locations, and home offices within your assigned territory to deepen relationships initiated via phone.
• Represent iCapital at regional advisor events, due diligence meetings, fund roadshows, and industry conferences.
• Partner with internal product specialists and external fund managers to deliver in-person educational sessions, platform demonstrations, and investment committee presentations.
• Identify and cultivate relationships with branch managers, team leads, and center-of-influence advisors to expand platform adoption within key firms.
• Maintain a segmented pipeline of advisors at each stage of the funnel, prioritizing field time for highest-potential opportunities.
• Flag high-value advisors for escalation to Senior Relationship Managers and coordinate warm handoffs.
• Track and report weekly on call activity, field meetings, registration progress, and conversion metrics.
• Log all call activity, field meetings, contact details, advisor profiles, and next steps in Salesforce in real time; same day for calls, within 24 hours for field activity.
• Maintain complete, accurate CRM records for every advisor in your territory.
• Use CRM and sequencing data to identify whitespace within your territory and optimize the balance of inside vs. field time.
• Share market intelligence and advisor feedback with the broader Distribution, Product, and Marketing teams.

Qualifications:

• Bachelor's degree in finance, business, economics, or a related field
• 3–6+ years of sales experience in financial services, with a combination of inside and/or field sales exposure is strongly preferred
• Demonstrated ability to manage both a structured daily call cadence and an active field calendar simultaneously
• FINRA Series 7 and Series 63 licenses are required
• Strong verbal and written communication skills; polished, professional presence in both phone and in-person settings
• Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
• Willingness and able to travel within assigned territory (estimated 25–40% travel)
• Self-directed with strong organizational skills and the ability to manage competing inside and field priorities
• Knowledge of alternative investments
• Experience selling into or supporting RIAs and independent broker-dealers networks
• Track record of converting phone-initiated relationships into productive in-person sales meetings

Benefits: The base salary range for this role is $90,000 to $125,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based 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).

Job Data by YubHub.

This individual will be the first point of contact for financial advisors who are not yet active on the iCapital alternative investment platform.

This is a high-volume, metric-driven inside sales role designed for professionals who thrive in a structured calling environment and are passionate about alternative investments and the wealth management industry.

Responsibilities

• Introduce advisors to iCapital, secure platform registrations, build detailed advisor profiles, log all activity in the CRM, and nurture each relationship until the advisor completes their first trade.
• Execute 75+ outbound calls per day targeting financial advisors not currently trading on the iCapital platform.
• Work from prioritized prospect lists segmented by AUM, firm type, and alternative investment affinity.
• Deliver a compelling, concise platform introduction tailored to each advisor's practice.
• Guide financial advisors through the iCapital platform registration process from first call to completion.
• Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alternative investment experience, product preferences, and compliance constraints.
• Overcome objections with a consultative, education-first approach.
• Identify each advisor's readiness level and tailor follow-up cadence accordingly.
• Coordinate with internal product specialists to deliver education, webinars, and content that accelerates advisor readiness.
• Drive advisors through the funnel to first trade, tracking and reporting conversion progress weekly.
• Log all call activity, contact details, advisor profiles, and next steps in the CRM (Salesforce or equivalent) in real time.
• Maintain accurate and complete records for every advisor in your territory.
• Flag high-potential advisors for escalation to Senior Relationship Managers.

Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• 2 - 5 years of outbound sales, inside sales, or financial services experience; experience in wealth management or investment platforms is strongly preferred
• Able to manage high call volumes in a structured sales environment
• FINRA Series 7 and Series 63 licenses required; must obtain within 90 days of hire if not licensed
• Strong verbal communication skills with the ability to engage sophisticated financial professionals confidently
• Proficiency with CRM tools, Salesforce preferred, and commitment to rigorous data entry
• Self-motivated with strong time management skills and a metric-oriented mindset
• Knowledge of alternative investments
• Experience selling into or supporting RIAs, wirehouses, or independent broker-dealers
• Experience with outbound sequencing tools such as Outreach

Benefits

• The base salary range for this role is $70,000 CAD to $80,000 CAD.
• iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees.
• The Company pays 100% of the premium for all Group Benefits for you and your dependents.
• Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability.
• We offer a variety of Retirement Plans which have a company match.
• We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.

Job Data by YubHub.

This individual will be the first point of contact for financial advisors who are not yet active on the iCapital alternative investment platform.

Responsibilities:

• Introduce advisors to iCapital, secure platform registrations, build detailed advisor profiles, log all activity in the CRM, and nurture each relationship until the advisor completes their first trade.
• Execute 75+ outbound calls per day targeting financial advisors not currently trading on the iCapital platform.
• Work from prioritized prospect lists segmented by AUM, firm type, and alternative investment affinity.
• Deliver a compelling, concise platform introduction tailored to each advisor's practice.
• Guide financial advisors through the iCapital platform registration process from first call to completion.
• Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alternative investment experience, product preferences, and compliance constraints.
• Overcome objections with a consultative, education-first approach.
• Identify each advisor's readiness level and tailor follow-up cadence accordingly.
• Coordinate with internal product specialists to deliver education, webinars, and content that accelerates advisor readiness.
• Drive advisors through the funnel to first trade, tracking and reporting conversion progress weekly.
• Log all call activity, contact details, advisor profiles, and next steps in the CRM (Salesforce or equivalent) in real time.
• Maintain accurate and complete records for every advisor in your territory.
• Flag high-potential advisors for escalation to Senior Relationship Managers.

Qualifications:

• Bachelor's degree in finance, business, economics, or a related field
• 2 - 5 years of outbound sales, inside sales, or financial services experience; experience in wealth management or investment platforms is strongly preferred
• Able to manage high call volumes in a structured sales environment
• FINRA Series 7 and Series 63 licenses required
• Strong verbal communication skills with the ability to engage sophisticated financial professionals confidently
• Proficiency with CRM tools, Salesforce preferred, and commitment to rigorous data entry
• Self-motivated with strong time management skills and a metric-oriented mindset
• Knowledge of alternative investments
• Experience selling into or supporting RIAs, wirehouses, or independent broker-dealers
• Experience with outbound sequencing tools such as Outreach

Benefits:

• The base salary range for this role is $80,000 to $100,000.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Serve as a main contact point for annuity clients, managing relationships and ensuring their needs are met.
• Support the development of new and existing relationships with distribution partners to advance the product category for the company.
• Lead and conduct training for internal and external partners, ensuring they are well-versed in the platform's features and capabilities.
• Support the development and execution of the company’s overarching strategy aimed at supporting the Annuities business line.
• Assist in the creation, maintenance, and distribution of data to carrier and distributor partners, ensuring accuracy and timeliness of all information.
• Manage clients’ expectations by troubleshooting and resolving any issues related to the platform.
• Take ownership of projects, providing strong analytical support to teammates and ensuring successful execution of tasks.
• Aggregate, maintain, and analyze large data sets to drive informed decision-making.
• Develop presentations with significant data and analysis for internal and external meetings and projects.
• Work alongside the sales and finance team to develop meaningful measurements of success for the Annuities platform.
• Partner with the Compliance team to ensure all regulatory requirements are met as we onboard new clients.
• Drive process improvements, in part by leveraging teams, technology, and automating data-related workflows.
• Collaborate with the Engineering team to ensure the platform operates efficiently and meets the needs of clients.

Qualifications:

• Bachelor’s degree in a related field
• 1+ year(s) of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
• Strong analytical and problem-solving skills and a high level of attention to detail
• Strong written and verbal communication skills
• Able to successfully operate in a fast-paced environment
• Strong communication skills are essential, as the success of this position requires continual interaction with internal teams as well as clients
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Excellent organizational skills
• Desire to work in a cross-functional and collaborative environment
• Proficient in Excel and PowerPoint
• Series 7, 63 certifications are preferred; or attained within 120 days of hire
• Knowledge of financial products, and annuities, is preferred
• Motivated, detail-oriented, and able to independently solve problems
• Proactive team player with a positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
• Microsoft office skills are required (Word, Excel, PowerPoint)

Benefits: The base salary range for this role is $70,000 to $80,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes 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 paid time off (PTO).

Job Data by YubHub.

Responsibilities:

• Support threat modeling and design reviews across a broad and growing service portfolio.
• Contribute to shift-left security initiatives, security in CI/CD, developer guidance, and SAST and SCA remediation workflows.
• Assess API exposure, validate authentication and authorization patterns, and contribute to API security across the organization.
• Develop Python automation to scale AppSec capacity, including triage tooling, finding pipelines, and security context enrichment.
• Collaborate with developers to remediate SAST and SCA findings, reduce false positive noise, and promote security habits across engineering.

Qualifications:

• Practical experience in secure design, threat modeling, API security, offensive security, or SAST/SCA program work.
• Understanding of attack patterns and exploitation techniques.
• Familiarity with OWASP Top 10.
• Experience with API security, particularly with REST and GraphQL assessment.
• Proficiency in building and maintaining security automation using Python.
• Knowledge of web application and API security.
• Ability to work autonomously in an evolving environment.
• Relevant certifications, experience in cloud-native environments, and exposure to AI/LLM security are advantageous.
• Experience as a developer or engineer and fluency in languages such as Ruby, Python, and Scala are desirable.

Benefits:

• Base salary range: $100,000 to $130,000.
• Comprehensive compensation package including salary, equity, and annual performance bonus.
• 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).
• Flexible work arrangement: Monday to Thursday in the office, with remote work on Fridays.

Job Data by YubHub.

As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into 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.

Responsibilities

• Run a full-cycle sales process to turn qualified opportunities into new Passthrough, now a part of iCapital, customers.
• Consistently meet or exceed your annual revenue quota of $1.75M.
• Become an expert on the private funds landscape and the challenges our clients face, and effectively articulate our value proposition to key stakeholders such as GPs, Fund Admins, COOs, and 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 and accurate forecasting.
• Collaborate with Marketing Development and Customer Success to provide a seamless customer experience.

Qualifications

• 5+ years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment
• Track record of consistently meeting or exceeding an annual quota of $1M+
• Experience or a strong desire to 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 the 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

Benefits The base salary range for this role is $100,000 to $120,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Support the budgeting and forecasting of the company's key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses.
• Assist in the preparation of the company's annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail.
• Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
• Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts.
• Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
• Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
• Perform sales analytics to support the business development and growth of the company's iCapital Solutions department.
• Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
• Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
• Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools.

Qualifications:

• 9+ years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm.
• Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred.
• Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred.
• Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics.
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA.
• Advanced skills in Excel and PowerPoint.
• Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking.
• Able to manage large sets of data and be able to implement checks and balances.
• Excellent verbal and written communication skills.
• Detailed oriented with big picture capability.

Benefits: The base salary range for this role is $145,000 to $175,000. 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).

Job Data by YubHub.

The ideal candidate will support and enhance iCapital's Global Corporate Governance program through the administration of corporate governance processes, entity management, and compliance-related activities across domestic and international subsidiaries.

Responsibilities

• Manage powers of attorney, incumbency certificates, officer listings, and other corporate secretarial documentation.
• Coordinate with registered agents and external service providers to obtain good standing certificates, certified filings, and other corporate records.
• Support the maintenance and enhancement of governance policies, procedures, and controls to address changing regulatory and business requirements.
• Assist with entity formations, entity maintenance activities, and updates to the company's entity management system.
• Support corporate entity compliance activities, including KYC requests, regulatory filings, audit requests, and requests for information.
• Coordinate the preparation and execution of board and committee meetings, including agendas, meeting materials, minutes, and action item tracking.
• Partner with the Legal, Compliance, Finance, Tax teams, and other business stakeholders to ensure governance obligations are completed accurately and on time.
• Assist with responses to requests from auditors, regulators, and other internal and external stakeholders.
• Participate in governance-related projects, process improvements, and other departmental initiatives.
• Support additional Legal and Compliance functions as needed.

Qualifications

• 3-7 years of experience in corporate governance, corporate compliance, entity management, corporate secretarial, legal operations, paralegal, or related functions
• Experience within a financial services firm, law firm, corporate legal department, compliance department, or corporate secretarial function preferred
• JD, paralegal certification, or corporate governance certification is a plus
• Familiar with corporate entity management, governance recordkeeping, and regulatory compliance processes
• Strong organizational, problem-solving, and communication skills.
• Able to manage competing priorities and work effectively in a dynamic environment.
• Detail-oriented with strong follow-through and a continuous improvement mindset.
• Proficiency in Microsoft Office applications, including Word and Excel.

Benefits

The base salary range for this role is $110,000 to $175,000. 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).

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

The ideal candidate will support and enhance iCapital's Global Corporate Governance program through the administration of corporate governance processes, entity management, and compliance-related activities across domestic and international subsidiaries.

Responsibilities

• Manage powers of attorney, incumbency certificates, officer listings, and other corporate secretarial documentation.
• Coordinate with registered agents and external service providers to obtain good standing certificates, certified filings, and other corporate records.
• Support the maintenance and enhancement of governance policies, procedures, and controls to address changing regulatory and business requirements.
• Assist with entity formations, entity maintenance activities, and updates to the company's entity management system.
• Support corporate entity compliance activities, including KYC requests, regulatory filings, audit requests, and requests for information.
• Coordinate the preparation and execution of board and committee meetings, including agendas, meeting materials, minutes, and action item tracking.
• Partner with the Legal, Compliance, Finance, Tax teams, and other business stakeholders to ensure governance obligations are completed accurately and on time.
• Assist with responses to requests from auditors, regulators, and other internal and external stakeholders.
• Participate in governance-related projects, process improvements, and other departmental initiatives.
• Support additional Legal and Compliance functions as needed.

Qualifications

• 3-7 years of experience in corporate governance, corporate compliance, entity management, corporate secretarial, legal operations, paralegal, or related functions
• Experience within a financial services firm, law firm, corporate legal department, compliance department, or corporate secretarial function preferred
• JD, paralegal certification, or corporate governance certification is a plus
• Familiar with corporate entity management, governance recordkeeping, and regulatory compliance processes
• Strong organizational, problem-solving, and communication skills.
• Able to manage competing priorities and work effectively in a dynamic environment.
• Detail-oriented with strong follow-through and a continuous improvement mindset.
• Proficiency in Microsoft Office applications, including Word and Excel.

Benefits

The base salary range for this role is $110,000 to $175,000. 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).

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities

• Advise on corporate governance matters impacting U.S. and non-U.S. entities, including applicable legal and regulatory requirements.
• Prepare and maintain powers of attorney, incumbency certificates, officer appointments, and related corporate documentation.
• Coordinate with registered agents and external service providers to obtain good standing certificates, certified filings, and other corporate records.
• Assist in the development, implementation, and enhancement of corporate governance policies and procedures in response to evolving regulatory requirements.
• Support entity formations, dissolutions, restructurings, mergers, and other corporate transactions while maintaining related records within the entity management system.
• Provide legal support for subsidiary governance matters and corporate entity compliance, including KYC requests, regulatory inquiries, requests for information, and audits.
• Lead the legal preparation, coordination, and execution of board and committee meetings, including agendas, materials, minutes, resolutions, and action item tracking.
• Respond to requests for corporate governance information and documentation from auditors, regulators, business partners, and internal stakeholders.
• Collaborate with colleagues across Legal, Compliance, Finance, Tax, and other business functions on governance-related initiatives and special projects.
• Support other legal matters and strategic projects as assigned.

Qualifications

• Juris Doctor (JD) degree is required
• Admission to practice law in at least one U.S. jurisdiction is preferred
• 3-7 years of corporate governance, corporate law, entity management, or related legal experience, preferably within a law firm or in-house legal department
• Experience supporting multinational corporate structures and subsidiary governance programs
• Strong understanding of corporate governance principles and entity lifecycle management
• Excellent drafting, analytical, and problem-solving skills
• Able to manage multiple priorities in a fast-paced and evolving business environment
• Highly organized and detail-oriented with strong judgment and communication skills
• Proficiency in Microsoft Office applications, including Word and Excel

Benefits

The base salary range for this role is $150,000 to $175,000. 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).

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities

• Advise on corporate governance matters impacting U.S. and non-U.S. entities, including applicable legal and regulatory requirements.
• Prepare and maintain powers of attorney, incumbency certificates, officer appointments, and related corporate documentation.
• Coordinate with registered agents and external service providers to obtain good standing certificates, certified filings, and other corporate records.
• Assist in the development, implementation, and enhancement of corporate governance policies and procedures in response to evolving regulatory requirements.
• Support entity formations, dissolutions, restructurings, mergers, and other corporate transactions while maintaining related records within the entity management system.
• Provide legal support for subsidiary governance matters and corporate entity compliance, including KYC requests, regulatory inquiries, requests for information, and audits.
• Lead the legal preparation, coordination, and execution of board and committee meetings, including agendas, materials, minutes, resolutions, and action item tracking.
• Respond to requests for corporate governance information and documentation from auditors, regulators, business partners, and internal stakeholders.
• Collaborate with colleagues across Legal, Compliance, Finance, Tax, and other business functions on governance-related initiatives and special projects.
• Support other legal matters and strategic projects as assigned.

Qualifications

• Juris Doctor (JD) degree is required
• Admission to practice law in at least one U.S. jurisdiction is preferred
• 3-7 years of corporate governance, corporate law, entity management, or related legal experience, preferably within a law firm or in-house legal department
• Experience supporting multinational corporate structures and subsidiary governance programs
• Strong understanding of corporate governance principles and entity lifecycle management
• Excellent drafting, analytical, and problem-solving skills
• Able to manage multiple priorities in a fast-paced and evolving business environment
• Highly organized and detail-oriented with strong judgment and communication skills
• Proficiency in Microsoft Office applications, including Word and Excel

Benefits

The base salary range for this role is $150,000 to $175,000. 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).

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

This role leads the execution of integrated marketing and content initiatives from concept through delivery, including integrated marketing campaigns, thought leadership, video productions, brand initiatives, digital content, and internal communications.

Responsibilities:

• Lead projects through the full production lifecycle, from intake and scoping through launch, delivery, and archiving.
• Develop and manage project plans, timelines, budgets, resource allocations, production schedules, and key dependencies across multiple concurrent initiatives.
• Lead project kickoffs, stakeholder reviews, status meetings, and cross-functional standups to maintain alignment, accountability, and project momentum.
• Partner with the Creative, Content, and Marketing teams and business stakeholders to define project objectives, deliverables, timelines, resource requirements, and service-level expectations.
• Manage stakeholder feedback and approvals, translating input into clear, actionable direction for internal teams and external partners.
• Build and maintain relationships with agencies, production companies, freelancers, photographers, editors, crew members, and other creative vendors.
• Develop, negotiate, and manage project estimates, production budgets, statements of work, contracts, vendor deliverables, and overall spending.
• Oversee vendor and freelancer onboarding, ensuring alignment with project requirements, team processes, and brand standards.
• Serve as the primary liaison for Legal and Compliance, coordinating content submissions, managing revisions, and driving projects through final approval.
• Coordinate production logistics, including locations, travel, permits, releases, equipment rentals, and vendor support.
• Establish and continually improve production and content operations workflows, operational processes, and quality-control standards that increase efficiency, scalability, and consistency across the organization.

Qualifications:

• 7-12+ years of experience in production management, creative operations, project management, studio production, or in a related field
• Experience in financial services, fintech, asset management, wealth management, or another highly regulated industry
• Strong knowledge of video production, photography, post-production, digital content creation, and integrated campaign workflows
• Demonstrated experience managing production budgets, timelines, external agencies, freelancers, and creative vendors
• Able to manage multiple priorities and deadlines while maintaining a high level of attention to detail
• Strong understanding of integrated marketing campaigns and multi-channel content distribution
• Knowledge of current content production trends, emerging technologies, and best practices across digital, social, and video platforms
• Experience working with project management tools, workflow, and resource planning platforms to support production operations and team collaboration

Benefits:

• The base salary range for this role is $125,000 to $165,000.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

The Cyber Case Manager serves as the single point of accountability for that lifecycle – from intake through resolution – ensuring every case is owned, prioritized, progressing, and documented. This individual-contributor will report to the Security Operations leader.

Responsibilities:

• Own the end-to-end lifecycle of security cases including intake, ownership assignment, progress tracking, and driving cases to resolution and closure.
• Serve as the single point of accountability for case status across the SOC, maintaining an accurate, prioritized, real-time view of all open incidents and investigations.
• Exercise authority to assign, reprioritize, and escalate cases across SOC Analysts, Threat Detection Engineering, and Incident Response to keep work moving and eliminate stalled cases.
• Enforce case-handling SLAs and quality standards; proactively identify aging, blocked, or at-risk cases and escalate to the Security Operations Leader.
• Coordinate cross-functional workstreams spanning incident response, DFIR, insider-threat cases, vulnerability-remediation tracking, audit and GRC findings, and eDiscovery and legal-hold requests.
• Manage case documentation and evidence integrity – ensuring timelines, actions, decisions, and artifacts are captured consistently and remain audit-ready.
• Integrate case workflows with SIEM/SOAR so alerts, enrichment, and automated actions flow into and out of the case record without manual re-keying.
• Produce case metrics and leadership reporting, including MTTD, MTTR, backlog, aging, closure rates, and SLA adherence for SOC leadership and stakeholders.
• Build and continuously improve case-management processes, intake criteria, and runbooks to increase throughput and reduce manager overhead.
• Facilitate case reviews, shift and regional handoffs, and post-incident lessons-learned, ensuring action items are tracked to completion.
• Leverage the SOC’s SIEM and SOAR platforms, with Jira and Confluence as the system of record.
• Collaborate with Legal, Compliance, Human Resources, SOC Analysts, Security Engineering, Cloud Security, Incident Response, and business stakeholders to support sensitive investigations, maintain confidentiality and chain of custody, and strengthen iCapital’s overall cyber resiliency.
• Participate in incident-driven after-hours coordination as needed to keep high-priority cases moving.

Qualifications:

• 3–6 years of experience in cyber security operations, incident response, or security case and program management.
• Bachelor’s degree in information security, computer science, or information technology is preferred.
• Experience in a regulated industry; financial services or fintech is preferred.
• Hands-on experience managing incident or case queues in a SOC or incident response environment.
• Working knowledge of SIEM and SOAR platforms and how alerts and cases flow through them.
• Proficiency with Jira and Confluence for workflow management, tracking, and documentation.
• Strong understanding of the incident response lifecycle and frameworks such as NIST and MITRE ATT&CK.
• Demonstrated ability to coordinate across teams and drive work to closure through influence and follow-through, without direct reporting authority over those teams.
• Familiar with handling sensitive investigations, evidence handling, and chain-of-custody principles.
• Exceptional organization, prioritization, and attention to detail while managing many concurrent cases.
• Excellent written and verbal communication skills, with the ability to report status clearly to both technical and executive audiences.
• Relevant certifications (i.e. GCIH, GCFE, PMP, ITIL, or Splunk and SOAR) are preferred.
• Experience with dedicated case-management or SOAR platforms (i.e. ServiceNow SIR, TheHive, Splunk SOAR and Phantom).
• Exposure to insider-threat, DFIR, eDiscovery, legal-hold, or GRC and audit workflows.
• Familiar with cloud environments, AWS is preferred and knowledge of Agile frameworks is preferred.

Benefits: The base salary range for this role is $100,000 to $130,000. 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).

Job Data by YubHub.

Responsibilities:

• Define and own iCapital's enterprise data architecture, including the Snowflake platform, semantic layer, reusable data products, and AI-ready ecosystem.
• Establish standards for data engineering, governance, security, observability, quality, and documentation.
• Own platform reliability, SLAs, DataOps practices, and incident management.
• Lead architectural strategy, tooling decisions, and platform investment recommendations.
• Develop and execute the multi-year Data Engineering roadmap aligned to business and AI priorities.
• Translate enterprise data strategy into prioritized engineering initiatives and platform capabilities.
• Build business cases for platform investments and proactively address technical debt and future scalability needs.
• Partner with business and technology leaders to deliver data products that support enterprise objectives.
• Communicate platform progress, risks, and investment decisions to executive stakeholders.
• Build and lead a high-performing Data Engineering organization and culture.

Qualifications:

• 12+ years of experience in data engineering, including 5+ years leading large-scale engineering organizations across multiple functions.
• Proven track record designing, building, and operating enterprise-scale cloud data platforms (Snowflake, Databricks, or equivalent), including architecture, security, governance, and cost optimization.
• Deep expertise establishing data engineering best practices across pipeline design, data quality, observability, data contracts, documentation, and operational support.
• Demonstrated success developing multi-year platform strategies, securing investment, prioritizing initiatives, and delivering measurable business outcomes.
• Experience partnering with and presenting to executive stakeholders within regulated industries, translating complex technical concepts into business impact.
• Hands-on experience with analytics engineering, semantic layer development, and modern data transformation frameworks such as dbt.
• Financial services experience within asset management, wealth management, fintech, banking, or insurance, including knowledge of regulated data environments and governance requirements.
• Deep expertise in Snowflake architecture, performance optimization, security, and data sharing at enterprise scale.
• Knowledge of alternative investments, wealth management, fund administration, or related financial services domains.
• Experience building AI- and ML-enabled data platforms, including semantic layers, feature stores, model-serving infrastructure, or LLM-integrated architectures.
• Experience with Informatica or comparable enterprise data catalog, metadata management, and MDM platforms.
• Proven success scaling data engineering organizations through periods of rapid growth, including organizational design, hiring, and leadership development.

Benefits: The base salary range for this role is $200,000 to $250,000. 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).

Job Data by YubHub.

This role sits at the intersection of investment operations, data analysis, and technical data management, with a focus on supporting the quality and reliability of post-trade investment data.

Responsibilities:

• Monitor inbound and outbound data feeds, APIs, file-based integrations, processing results, validations, deliveries, and service exceptions.
• Reconcile investment positions, transactions, valuations, cash activity, and related reporting data across source systems and downstream outputs.
• Investigate data-quality exceptions and feed breaks, determine root cause, document findings, and coordinate remediation with internal and external partners.
• Certify the completeness and accuracy of reporting data before publication, migration acceptance, or client and partner delivery.
• Use SQL to analyze relational data, validate populations, trace lineage, identify anomalies, and produce repeatable reconciliation evidence.
• Use analytical and automation tools to develop controls, transform and compare data sets, reduce manual analysis, and support scalable monitoring and reconciliation workflows.
• Document feed specifications, source-to-target mappings, business rules, procedures, controls, issue histories, and certification evidence.
• Translate operational issues and recurring break patterns into actionable requirements for the Product and Engineering teams.
• Participate in testing and certification for new feeds, feed changes and platform migrations.
• Provide clear status updates and respond to client, partner, and internal stakeholder questions regarding feed health, data quality, and issue resolution.
• Help define and track operational measures such as feed timeliness, successful delivery, break recurrence, resolution time, certification status, and data adoption.

Qualifications:

• 3-5 years of relevant experience in data operations, investment operations, data analysis, financial technology, performance reporting, fund administration, or in a related field
• Advanced SQL skills and experience analyzing data in relational databases, including cloud data platforms such as Snowflake or PostgreSQL
• Experience working with APIs, file-based integrations, external data-provider workflows, ETL or ELT processes, data pipelines, or orchestration workflows
• Experience monitoring data feeds, investigating exceptions, reconciling data, and documenting mappings or business rules
• Experience with investment positions, transactions, valuations, capital activity, partner capital account data, or general-ledger data
• Working knowledge of alternative investments, private markets, wealth management, investment performance reporting, or fund accounting
• Python experience for data analysis, validation, automation, or reconciliation
• Experience supporting data migrations, source-system conversions, or implementation testing in a controlled production environment
• Strong analytical judgment and a structured approach to root-cause analysis and problem solving
• Excellent attention to detail, with the ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills, with the ability to work effectively across business and technical teams, take ownership of issues through resolution, and contribute as a collaborative team member

Benefits: The base salary range for this role is $75,000 to $85,000. 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).

Job Data by YubHub.

Responsibilities:

• Build highly available solutions across the entire SDLC stack with a primary focus on an internet-facing fintech site.
• Coordinate the relationship between the Platform Infrastructure team and the Information Security Team in remediating security issues related to platforms, CI/CD pipelines, or development tools.
• Contribute to security best practices for shifting security left and establishing a strong security culture within the DevOps and Platform Infrastructure team.
• Develop and maintain tools to support the development environment on MacOS and Linux tool environment with focus on improving developer productivity.
• Maintain site reliability with a focus on building highly scalable systems integrating resiliency and high availability at all levels.
• Develop software and tooling to secure and automate cloud infrastructure building software delivery capabilities with fully automatic workflows.
• Design and operate a Kubernetes environment for container management and orchestration.

Qualifications:

• 6+ years of DevOps or SRE experience with 4+ years of AWS experience
• 6+ years of CI/CD pipeline development in GitLab, GitHub, or similar frameworks
• 3+ years of experience with security best practices in AWS, including remediating SecurityHub findings
• 3+ years of experience with DevSecOps tools, including SAST tools, DAST tools, and SCA tools
• Microservices (Docker, Kubernetes) experience in a production environment is strongly desired
• Strong Linux OS-level and command-line and scripting knowledge and configuration management principles
• Working knowledge of databases such as MongoDB, Postgres, and DynamoDB
• Coding beyond simple scripting with strong opinions on maintainable and reusable code in Python, Ruby or Java is desired
• Experience with computer provisioning on a Cloud-based platform using Terraform or Cloud formation
• Exceptional analytical skills and able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions
• Experience building a Microservice-based architecture
• Strong written and verbal communication skills
• Able to design and implement complex, but easily managed, automated infrastructure
• A desire to share, teach and learn as part of a team
• Expert level knowledge of networking
• Experience with distributed systems design, maintenance, and hands-on troubleshooting
• Experience with debugging issues with the FIX protocol to include maintaining and establishing fix sessions and or session management + order routing
• Experience in system tuning and performance testing
• AWS certifications are a plus

Benefits: The base salary range for this role is $150,000 to $170,000. 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).

Job Data by YubHub.

Responsibilities include leading and delivering industry solutions, overseeing data models, data validation, and data integrations, as well as identifying unmet needs, defining requirements, writing user stories, developing project communication plans, and testing implementations.

The team operates through agile methodologies, with fast deployment and iterative improvements being core principles. We value collaboration and a multi-disciplinary approach in a dynamic, entrepreneurial environment.

Key responsibilities:

• Lead product efforts for new business initiatives from ideation through phases of delivery and timely execution.
• Develop the strategic roadmap and lead the direction of the product data models and APIs in partnership with stakeholders.
• Present, communicate, and work directly with executive management as needed and provide status updates on critical strategic implementations.
• Resolve issues and concerns regarding resource allocation and work with stakeholders to manage expectations and set priorities.
• Mentor the team by coaching and leading by example in all aspects of development, whether building relationships or project execution.
• Develop a strong understanding of business impacts and manage concurrent requests and requirements.
• Manage client integrations and oversee team execution to ensure flawless implementation.
• Work with engineering leads to ensure the performance of APIs and connectivity with clients meets high standards throughout the product lifecycle.
• Maintain awareness of the competitive landscape from business, legal, and compliance perspectives.
• Contribute to the team and overall company mission beyond the product realm when appropriate.

Qualifications:

• 6-10+ years of experience in Product Management in a fast-paced, agile environment.
• Exceptionally strong organizational and communication skills are required.
• Finance/Fintech experience is preferred, especially in Alternative Investments.
• Proven track record of managing technical teams and strategic initiatives.
• Demonstrated influence in partnerships with colleagues, teams, and clients.
• Excellent communicator, comfortable engaging with executive management for ideas and resolutions.
• Strong technical background and understanding; ability to design and implement strategic API functionalities at scale.
• Natural problem solver driven to push initiatives to conclusions.
• Critical thinker comfortable with the unknown.
• Willingness to dig deep, analyze, and understand how things work.
• Data analysis experience required, with an emphasis on SQL and developing API integrations.
• Strong interpersonal skills capable of building relationships to gain buy-in and achieve business results.
• History of customer-centric focus with quick and thoughtful problem-solving abilities.
• Experience in data engineering and quantitative science is preferred, but not required.

Benefits: The base salary range for this role is $140,000 to $200,000 depending on level. 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).

Job Data by YubHub.

This team develops and helps manage relationships with iCapital's largest clients and prospects, within the RIA channel. This role is instrumental in growing and expanding the company's presence and client base.

Responsibilities:

• Support a team responsible for identifying and driving new enterprise opportunities with both new clients and prospects, and within our existing client base.
• Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital's proposition.
• Educate clients on the depth of iCapital's technology capabilities.
• Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
• Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.

Qualifications:

• 10+ years of experience in a business development/relationship management capacity
• 10+ years of experience working within financial services or financial technology industry
• Proven ability to deliver and commercialize a complex, multi-faceted product set and / or technology platform for sophisticated clients
• Strong domain expertise in Alternative Investments, Structured Investments, and Annuities
• Demonstrated track record of building, expanding, and sustaining relationships with senior decision makers and key stakeholders
• Experience operating effectively in a dynamic, fast-paced, entrepreneurial environment
• Demonstrated ability to organize client coverage across product lines and client channels, driving depth of penetration and coordinated, consolidated support models
• Highly detail-oriented, with the ability to collaborate cross-functionally to deliver accurate execution and optimal client outcomes
• Strong client service orientation, with a consistent focus on responsiveness, follow-through, and stakeholder management

Benefits: The base salary range for this role is $160,000 to $200,000. 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).

Job Data by YubHub.

Responsibilities:

• Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11.
• Support the administration of the funds’ compliance and governance framework.
• Assist in monitoring compliance with fund governing documents.
• Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact.
• Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions.
• Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders.
• Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution.
• Support trading oversight frameworks, including best execution governance and related compliance practices.
• Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues.
• Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors.

Qualifications:

• Bachelor’s degree is required
• 6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape
• Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements
• Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA
• Experience evaluating risk and mapping risks and controls across business practices
• Able to collaborate with and provide guidance to colleagues across functions and levels
• Able to operate effectively in a fast-paced environment
• Detail-oriented, with the ability to assess and prioritize multiple projects

Benefits: The base salary range for this role is $110,000 to $145,000. 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).

Job Data by YubHub.

The successful candidate will assist with implementing and administering compliance programs for the firm's SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities.

Responsibilities:

• Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c-11.
• Support administration of the funds' compliance and governance framework.
• Assist in monitoring compliance with fund governing documents.
• Monitor regulatory developments affecting ETFs and assess their impact.
• Support ETF and Registered Funds initiatives by identifying regulatory risks and developing practical solutions.
• Review fund marketing materials for consistency with fund disclosures and regulatory requirements.
• Conduct post-trade compliance monitoring and portfolio guideline testing.
• Support trading oversight frameworks and compliance practices.
• Perform compliance testing, reporting, and remediation tracking.
• Assist with compliance reviews of third-party service providers.

Qualifications:

• Bachelor's degree required.
• 6+ years of compliance experience in the financial services industry, including experience with ETFs, derivatives, and alternative investments.
• Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs.
• Experience evaluating risk and mapping risks and controls.
• Ability to collaborate with colleagues and operate effectively in a fast-paced environment.

Benefits:

• Base salary range: $110,000 to $145,000.
• Comprehensive benefits package, including employer-matched retirement plan, subsidized healthcare, dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off (PTO).
• Flexible work arrangement: Monday-Thursday in-office, Friday remote.

Job Data by YubHub.

Responsibilities:

• Maintain expert knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, Investment Company Act of 1940, and Rule 6c‑11.
• Oversee the administration of the Fund's compliance and governance framework.
• Assist in monitoring compliance with fund governing documents.
• Advise on regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking.
• Provide compliance leadership and support for ETF and Registered Funds initiatives, including identifying regulatory risks and developing practical solutions.
• Advise Product, Portfolio Management, Operations, and other stakeholders on product structuring, operations, investment strategies, and disclosures.
• Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders.
• Translate regulatory requirements and fund governing documents into scalable policies, procedures, and compliance controls.
• Oversee product‑specific compliance obligations, including disclosure monitoring, premium or discount reporting, and regulatory filings.
• Conduct post‑trade compliance monitoring, portfolio guideline testing, and issue resolution.
• Support trading oversight frameworks, including best execution governance and related compliance practices.
• Perform compliance testing, reporting, and remediation tracking to ensure timely resolution of issues.
• Oversee and coordinate compliance reviews of third‑party service providers, including administrators, custodians, legal counsel, and auditors.

Qualifications:

• Bachelor’s degree is required; Law Degree or MBA is preferred
• 10+ years of compliance experience in the financial services industry, including a robust understanding of and experience with exchange-traded funds, derivatives, alternatives and the regulatory landscape
• Demonstrated knowledge of U.S. securities laws, particularly the Investment Company Act of 1940, the Investment Advisers Act of 1040, the Securities Act of 1933, the Securities Exchange Act of 1934 and other SEC, CFTC, NFA and FINRA regulations
• Strong knowledge and prior experience with investment company, investment adviser, and NFA or CFTC compliance programs and requirements
• Strong experience in dealing with matters associated with Rule 38a-1 under the Investment Company Act of 1940 and Rule 206(4)-7 under the Investment Advisers Act of 1940
• Experience with regulatory examinations, investigations or other interactions specifically with the SEC, FINRA and NFA
• Experience evaluating risk and mapping risk and controls across firm practices
• Skilled at developing other team members through mentoring or helping upskill
• Able to operate in a fast-paced environment
• Detail oriented with the ability to assess and prioritize projects
• FINRA Series 7 and 24 licenses are preferred

Benefits: The base salary range for this role is $150,000 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).

Job Data by YubHub.

This individual will regularly interact and work with senior members of the team including managing directors and managing partners.

Responsibilities:

• Manage calendars of several senior managers with a high level of detail, coordinating, and prioritizing daily tasks.
• Arrange complex and detailed travel plans.
• Process expense reports in a timely manner.
• Format information for internal and external communications such as memos, emails, presentations, and reports.
• Help move along deliverables, facilitate special requests, and contribute and execute last-minute ideas.
• Work as part of the larger Facilities and Administration team and support fellow executive assistants as needed.

Qualifications:

• 7+ years of experience as an executive assistant working with senior level management
• Undergraduate college degree is required
• Able to manage up through tact and anticipation of needs
• Possess a strong attention to detail and a high level of confidentiality
• Proficient in using Microsoft Office (Word, Outlook, Excel, and PowerPoint)
• Excellent written and verbal communication skills
• Strong experience managing schedules and processes in a fast-paced environment
• Experience scheduling global travel, across multiple time zones, and multi-leg trips
• Team player and comfortable working with 30+ people, reporting to a senior admin
• Comfort operating within a dynamic environment and executing in situations where paths are uncharted
• Able and willing to provide executive support beyond the scope of a typical workday

Benefits: The hourly pay range for this role is $50/hr to $55/hr. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

This role will work closely with other team members, vendors, management, and clients on a variety of accounting and reporting processes.

Responsibilities:

• Work with third-party administrators to ensure all quarterly valuations are completed in a timely manner, general ledger entries are accurate, and investments are valued in accordance with fair value market principles.
• Review fund expenses and accruals and compare them to annual budgets to identify outliers and propose adjustments as necessary.
• Review investor allocations to confirm profits, losses, and fees are calculated in accordance with the partnership operating agreements.
• Approve investor capital account statements on a quarterly basis.
• Review and approve quarterly management fee and trailer calculations.
• Determine review of third-party administrator’s preparation and coordination of investor capital calls and distributions, in coordination with the third-party administrator, including investor allocation calculations and call and distribution notices.
• Reconcile accounting data between iCapital and third-party administrator, using automated tools and applications.
• Coordinate with internal and/or external parties to resolve discrepancies.
• Liaise with underlying fund managers when required.
• Handle ad hoc requests.
• Monitor fund’s compliance with the partnership operating agreement terms.
• Review of the preparation of annual fund financial statements in accordance with US GAAP.

Qualifications:

• Bachelor’s degree in accounting or finance
• 6-10+ years of financial services or Asset Management accounting and operations experience. Alternative Investments Fund Administration and Operations is a plus
• Advanced degree and/or credentials, or progress towards, such as MBA, CPA, CFA, or CAIA Designation is a plus
• Passion for the application of innovative technology
• Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
• Strong verbal, written, and interpersonal communication skills
• High level of integrity
• Willingness to learn new topics and work in an evolving business environment
• Organized and detail oriented with big picture capability

Benefits: The base salary range for this role is $85,000 to $110,000. 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).

Job Data by YubHub.

Working closely with the Creative Director and cross-functional partners, this role will translate established creative concepts and complex financial information into clear, compelling designs for B2B audiences.

The ideal candidate brings deep expertise in layout, typography, presentation design, and visual storytelling, along with experience in designing financial and investment content.

Responsibilities:

• Partner with the Creative Director to translate creative concepts into polished, high-quality visual designs across digital, print, presentation, and campaign work.
• Design a broad range of internal and external materials, including PowerPoint presentations, digital advertising, social graphics, campaign assets, brand collateral, event materials, and out-of-home advertising.
• Create investment-focused content, including market commentaries, white papers, thought leadership reports, product materials, infographics, charts, and executive presentations.
• Translate complex investment concepts, market themes, data, and product information into clear, engaging visual communications.
• Collaborate with the Marketing team, Product Marketers, Writers, and subject matter experts to understand objectives and ensure designs communicate key messages effectively.
• Apply iCapital's visual identity consistently across deliverables while identifying opportunities to elevate the quality and impact of the work.
• Manage multiple projects and priorities, delivering accurate, high-quality work within established timelines.
• Collaborate with external agencies, vendors, and partners to maintain visual consistency and production quality.
• Contribute ideas during creative development and brainstorming sessions.
• Stay current on design trends, best practices, and emerging tools that can strengthen creative execution.

Qualifications:

• 8–10+ years of B2B graphic design experience, preferably within financial services, asset management, wealth management, fintech, investment management, or capital markets.
• Strong portfolio demonstrating digital, print, presentation, editorial, and data-driven design, including financial or investment-related work.
• Motion design and animation experience is a plus.
• Demonstrated ability to translate complex financial concepts and data into clear, compelling visual communications.
• Advanced proficiency in Adobe Creative Suite and PowerPoint.
• Knowledge of typography, layout, color, visual hierarchy, and information design.
• Strong project-management skills and the ability to manage multiple priorities in a fast-paced environment.
• Exceptional attention to detail, sound creative judgment, and the ability to work independently and collaboratively.

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.

Job Data by YubHub.

Responsibilities:

• Maintain expert knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, Investment Company Act of 1940, and Rule 6c‑11.
• Oversee the administration of the Fund's compliance and governance framework.
• Assist in monitoring compliance with fund governing documents.
• Advise on regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking.
• Provide compliance leadership and support for ETF and Registered Funds initiatives, including identifying regulatory risks and developing practical solutions.
• Advise Product, Portfolio Management, Operations, and other stakeholders on product structuring, operations, investment strategies, and disclosures.
• Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders.
• Translate regulatory requirements and fund governing documents into scalable policies, procedures, and compliance controls.
• Oversee product‑specific compliance obligations, including disclosure monitoring, premium or discount reporting, and regulatory filings.
• Conduct post‑trade compliance monitoring, portfolio guideline testing, and issue resolution.
• Support trading oversight frameworks, including best execution governance and related compliance practices.
• Perform compliance testing, reporting, and remediation tracking to ensure timely resolution of issues.
• Oversee and coordinate compliance reviews of third‑party service providers, including administrators, custodians, legal counsel, and auditors.

Qualifications:

• Bachelor’s degree is required; Law Degree or MBA is preferred
• 10+ years of compliance experience in the financial services industry, including a robust understanding of and experience with exchange-traded funds, derivatives, alternatives and the regulatory landscape
• Demonstrated knowledge of U.S. securities laws, particularly the Investment Company Act of 1940, the Investment Advisers Act of 1040, the Securities Act of 1933, the Securities Exchange Act of 1934 and other SEC, CFTC, NFA and FINRA regulations
• Strong knowledge and prior experience with investment company, investment adviser, and NFA or CFTC compliance programs and requirements
• Strong experience in dealing with matters associated with Rule 38a-1 under the Investment Company Act of 1940 and Rule 206(4)-7 under the Investment Advisers Act of 1940
• Experience with regulatory examinations, investigations or other interactions specifically with the SEC, FINRA and NFA
• Experience evaluating risk and mapping risk and controls across firm practices
• Skilled at developing other team members through mentoring or helping upskill
• Able to operate in a fast-paced environment
• Detail oriented with the ability to assess and prioritize projects
• FINRA Series 7 and 24 licenses are preferred

Benefits: The base salary range for this role is $150,000 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).

Job Data by YubHub.

You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found in manual test efforts.

Responsibilities:

• Web application development in React as front end and Ruby on Rails as a backend.
• Strong grasp of system design, architecture, and trade-offs. Able to mentor junior engineers effectively.
• Participate in architecture reviews and technical design.
• Active participation in daily stand-up meetings.
• Active participation in Peer Code Reviews as part of our standard SDLC and Change.

Qualifications:

• 5+ years software engineering experience building enterprise SaaS cloud-based solutions.
• 4+ years of Ruby on Rails development experience or 5+ years of Python development experience.
• 4+ years of hands-on experience with modern JS frameworks such as React.
• 4+ years of front end and back-end test automation development using RSpec, Cucumber or similar.
• Technical leadership/management experience is a plus.
• Demonstrated understanding of relational database concepts and modeling practices.
• Familiarity with cloud-based technologies – K8S, AWS etc.
• Ability to work in an Agile / Kanban methodology.
• Ability to work independently or as part of a group effort, as required.
• Solid problem-solving ability.
• Excellent communication skills.
• Collaborative approach to software development.

Benefits: The base salary range for this role is $100,000 to $130,000 depending on level. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Develop and lead event content strategy, programming, and execution across iCapital’s US event portfolio.
• Partner with the Brand, Product and Channel Marketing, Sales, Product, Investment Strategy teams, and senior leadership to identify key themes, trends, and thought leadership opportunities.
• Establish content measurement frameworks to evaluate event effectiveness, audience engagement, and content pull-through across marketing channels.
• Own the end-to-end speaker journey across US events, including outreach, confirmation, content development, presentation reviews, rehearsals, briefing materials, production coordination, onsite support, post-event follow-up, and management of key communications and deadlines.
• Partner closely with Product and Channel Marketing, Creative, Brand, Communications, Legal, Compliance, executive offices, and agency partners to coordinate content-related workstreams.
• Serve as a trusted advisor to executives, clients, sponsors, and external speakers on content strategy, messaging, and event participation.
• Partner with the Sponsorship team to maximize sponsor participation through speaking opportunities, panel discussions, thought leadership sessions, and content activations.
• Build scalable content and speaker management processes, including playbooks, timelines, and frameworks that improve efficiency, consistency, and execution across events.
• Track agenda performance, speaker effectiveness, and audience engagement metrics, delivering post-event insights and recommendations.

Qualifications:

• 8–12+ years of experience in event content strategy, conference programming, communications, marketing, or related fields
• Proven experience developing content programs for large-scale conferences, executive forums, or thought leadership events
• Comfortable developing overarching content frameworks, partnering with senior stakeholders on messaging, managing executive and external speakers, and driving the detailed processes that turn event agendas into impactful live experiences
• Deep understanding of wealth management, alternative investments, and asset management is strongly preferred
• Experience working with executive leaders and external speakers
• Exceptional project management and organizational skills with the ability to manage multiple priorities simultaneously
• Strong written, verbal, and presentation skills
• Able to travel domestically as needed

Benefits:

• The base salary range for this role is $150,000 to $165,000.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

You will work closely with Product Management and Design throughout the software development lifecycle,scoping requirements, reviewing work in progress, and addressing issues uncovered during automated and manual testing.

The iCapital Identity frontend uses TypeScript, React, GraphQL, and Relay. The backend is built in Elixir/Phoenix, with some Go and Node.js, backed by PostgreSQL. Our infrastructure runs on AWS and is provisioned using Terraform.

Responsibilities:

• Leverage an Elixir + Phoenix backend running on Amazon’s latest serverless technologies to power a TypeScript + React frontend
• Support existing products and features while helping design and build new ones
• Design and develop integrations with other iCapital platforms
• Collaborate regularly with stakeholders and partners to gather requirements, seek feedback, and provide updates

Qualifications:

• 10–15+ years of experience in a related field
• Strong understanding of modern browser technologies and web fundamentals (HTTP, cookies, CSP, CORS, etc.)
• Extensive experience developing full-stack web applications
• Experience in collaborative environments where engineers define project vision, influence technical strategy, and continuously learn
• Strong relational database fundamentals
• Excellent written and verbal communication skills
• Demonstrated proficiency and professional success coding in at least one programming language
• Experience with Linux and strong command-line skills

Preferred/Additional Experience:

• Writing production-ready code in Elixir, Python, TypeScript, JavaScript, Go, or Ruby
• Optimizing queries in PostgreSQL
• Developing with React, Vue, Angular, or LiveView
• Deploying and configuring applications on Amazon Web Services (AWS)
• Prior experience in a security or penetration-testing role
• Querying Google BigQuery or other large relational datasets
• Technical leadership, team lead, or management experience

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).

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).

Job Data by YubHub.

The scope of this role will include representing private funds, both open-end and closed-end, on a wide spectrum of matters including compliance and U.S. and international regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, and corporate transactional matters.

The ideal candidate has strong regulatory experience (including Regulation D and the Investment Company Act of 1940) as well as experience in both drafting and negotiating private fund documents, side letters, placement agreements and related fund materials.

Responsibilities

• Negotiate various agreements with counterparties including fund managers and distribution agents.
• Draft and review private fund offering materials, partnership agreements, and other private fund legal documentation.
• Advise on the legal implications of offering new and existing products and services.
• Coordinate outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work.
• Draft and review various contracts, non-disclosure agreements and other legal documentation.
• Assist with regulatory filings and perform research projects as required.

Qualifications

• 4+ years of fund formation experience within the Investment Management space
• Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA regulations
• Member in good standing of Utah Bar, another state or jurisdiction
• Law firm or in-house experience at an asset management firm is a plus
• Strong interpersonal and leadership skills
• Willingness to learn new topics and work in an evolving business environment
• Organized and detail-oriented with big picture capability

Benefits

The base salary range for this role is $160,000 to $220,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Develop and lead event content strategy, programming, and execution across iCapital’s US event portfolio.
• Partner with the Brand, Product and Channel Marketing, Sales, Product, Investment Strategy teams, and senior leadership to identify key themes, trends, and thought leadership opportunities.
• Establish content measurement frameworks to evaluate event effectiveness, audience engagement, and content pull-through across marketing channels.
• Own the end-to-end speaker journey across US events, including outreach, confirmation, content development, presentation reviews, rehearsals, briefing materials, production coordination, onsite support, post-event follow-up, and management of key communications and deadlines.
• Partner closely with Product and Channel Marketing, Creative, Brand, Communications, Legal, Compliance, executive offices, and agency partners to coordinate content-related workstreams.
• Serve as a trusted advisor to executives, clients, sponsors, and external speakers on content strategy, messaging, and event participation.
• Partner with the Sponsorship team to maximize sponsor participation through speaking opportunities, panel discussions, thought leadership sessions, and content activations.
• Build scalable content and speaker management processes, including playbooks, timelines, and frameworks that improve efficiency, consistency, and execution across events.
• Track agenda performance, speaker effectiveness, and audience engagement metrics, delivering post-event insights and recommendations.

Qualifications:

• 8–12+ years of experience in event content strategy, conference programming, communications, marketing, or related fields
• Proven experience developing content programs for large-scale conferences, executive forums, or thought leadership events
• Comfortable developing overarching content frameworks, partnering with senior stakeholders on messaging, managing executive and external speakers, and driving the detailed processes that turn event agendas into impactful live experiences
• Deep understanding of wealth management, alternative investments, and asset management is strongly preferred
• Experience working with executive leaders and external speakers
• Exceptional project management and organizational skills with the ability to manage multiple priorities simultaneously
• Strong written, verbal, and presentation skills
• Able to travel domestically as needed

Benefits:

• The base salary range for this role is $150,000 to $165,000.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

The successful candidate will have a strong background in regulatory experience, particularly with Regulation D and the Investment Company Act of 1940.

Key responsibilities include:

• Negotiating various agreements with counterparties, such as fund managers and distribution agents.
• Drafting and reviewing private fund offering materials, partnership agreements, and other private fund legal documentation.
• Advising on the legal implications of offering new and existing products and services.
• Coordinating with outside legal counsel on regulatory, corporate, and fund investment matters.
• Drafting and reviewing contracts, non-disclosure agreements, and other legal documentation.
• Assisting with regulatory filings and performing research projects as required.

The ideal candidate will have:

• 4+ years of fund formation experience within the Investment Management space.
• Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA regulations.
• Membership in good standing of the Utah Bar or another state or jurisdiction.
• Experience working at a law firm or in-house at an asset management firm is considered a plus.
• Strong interpersonal and leadership skills.
• A willingness to learn new topics and work in an evolving business environment.
• Organised and detail-oriented with big picture capability.

Benefits include:

• A base salary range of $160,000 to $220,000.
• Equity for all full-time employees.
• An annual performance bonus.
• A comprehensive benefits package including an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling, parental leave, and unlimited paid time off (PTO).
• The opportunity to work in the office Monday-Thursday with flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Manage event technology execution across global events using CVENT.
• Build and manage event registration sites, agendas, forms, and workflows.
• Create and deploy event invitations, confirmations, reminders, and post-event communications.
• Manage attendee data, reporting, and list accuracy across multiple events.
• Support onsite registration setup, badge printing, and troubleshooting.
• Maintain event calendars, timelines, and technology documentation.
• Partner with internal teams such as Marketing, Events, Compliance, and Legal to ensure accurate content and approvals.
• Support integrations with other tools and apply best practices for data hygiene and reporting.

Qualifications:

• 6+ years of experience in event technology and attendee management
• Hands-on experience with registration website platforms such as CVENT
• Proficient programming skills of HTML and CSS is beneficial
• Onsite event registration experience
• Experience with virtual meetings and event platforms
• Strong proficiency with Microsoft Office, specifically with Excel (comfortable with VLOOKUP function) and PowerPoint
• Strong attention to detail and comfort managing large datasets and registrations
• Excellent written and verbal communication skills at all levels
• Strong client management skills with the ability to influence and lead by example, fostering a positive environment
• Motivated, self-starter, able to take direction and work independently
• Comfortable supporting multiple events simultaneously across time zones
• Organized, proactive, and eager to grow within global event operations

Benefits: The base salary range for this role is $90,000 to $110,000. 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).

Job Data by YubHub.

The successful candidate will have a strong background in regulatory experience, particularly with Regulation D and the Investment Company Act of 1940.

Key responsibilities include:

• Negotiating agreements with counterparties, such as fund managers and distribution agents.
• Drafting and reviewing private fund offering materials, partnership agreements, and other legal documentation.
• Advising on the legal implications of new and existing products and services.
• Coordinating with outside legal counsel on regulatory, corporate, and fund investment matters.
• Drafting and reviewing contracts, non-disclosure agreements, and other legal documentation.
• Assisting with regulatory filings and research projects as needed.

The ideal candidate will have:

• At least 4 years of experience in fund formation within the Investment Management sector.
• Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA regulations.
• Membership in good standing of the Utah Bar or another state or jurisdiction.
• Experience working in a law firm or in-house at an asset management firm is desirable.
• Strong interpersonal and leadership skills, with the ability to learn new topics and work in an evolving business environment.
• Excellent organisational and detail-oriented skills, with the ability to see the bigger picture.

In terms of benefits, the base salary range for this role is $160,000 to $180,000. iCapital offers a comprehensive compensation package, including salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a range of benefits, such as an employer-matched retirement plan, subsidised healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling, parental leave, and unlimited paid time off (PTO).

This role requires working in the office Monday to Thursday, with flexibility to work remotely on Fridays.

Job Data by YubHub.

Responsibilities:

• Partner with third-party administrators to ensure timely completion of monthly valuations, accurate general ledger entries, and investment valuations in accordance with fair value accounting principles.
• Build and maintain relationships with underlying fund managers and distributors.
• Execute fund investment operations, including capital calls, distributions and underlying fund commitments, in coordination with internal teams and third-party administrators.
• Review fund expenses and accruals against approved annual budgets, identify variances or outliers, and propose appropriate adjustments.
• Review investor allocations to ensure profits, losses, and fees are calculated in accordance with partnership operating agreements.
• Review and oversee currency hedged share classes, including related calculations and reporting impacts.
• Support new fund structuring and onboarding by critically reviewing feeder fund draft documentation and underlying fund operational questionnaires and providing feedback to internal Legal and Fund Origination teams prior to launch.
• Monitor fund compliance with partnership operating agreement terms and escalation of issues where required.
• Handle ad hoc operational, accounting, auditing, and reporting requests as they arise.
• Stay up to date with relevant policies and procedures, while contributing practical feedback and suggestions to improve operational processes.

Experience:

• Bachelor’s degree in accounting, finance, economics, statistics, or another business-related field
• 1-4 years of fund accounting, fund administration, or finance operations experience. A focus on alternative investment funds including fund-of-funds and feeder funds is preferred
• Advanced accounting skills and experience within an audit framework is preferred
• Advanced Excel skills
• Demonstrated capacity and willingness to work within a close team structure on all tasks
• Excellent organizational skills and attention to detail with ability to see the big picture
• Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
• Strong verbal, written, and interpersonal communication skills
• Eager to learn new topics and work in an evolving business environment

Benefits:

• Competitive salary
• Annual performance bonus
• Equity for all full-time employees
• Healthcare with 100% employer-paid health and dental insurance

Job Data by YubHub.

Responsibilities:

• Build and maintain relationships with underlying fund managers, fund administrators, and distributors.
• Design and implement processes and procedures for servicing the funds.
• Work closely with Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
• Participate in new fund structuring, setup, and onboarding.
• Review feeder fund draft documents and provide feedback to internal legal or fund origination teams.
• Provide oversight of fund administrators and other service providers.
• Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves.
• Determine subscription/commitment sizes to underlying funds and conduct analysis on feeder fund expenses.
• Run accounts payable and expense allocation processes.
• Oversee monthly/quarterly feeder fund NAV and statement issuance.
• Review and sign-off on capital calls, distributions, cash analysis, investor allocation files, and notices.
• Define, update, and maintain operating policies and procedures.
• Liaise with funds' custodian and funds' bank, as well as other counterparties as needed.
• Work with counsel and CCO to ensure general compliance with fund docs and regulatory filings.
• Fulfill ad-hoc tasks as required by the team and different parts of the organization.

Qualifications:

• Bachelor's degree in accounting, finance, economics, statistics, or another business-related field.
• 3-5 years of fund accounting, fund administration, or finance operations experience.
• Passion for the application of innovative technology.
• Advanced accounting skills and experience within an audit framework is preferred.
• Advanced Excel skills.
• Demonstrated capacity and willingness to work within a close team structure.
• Excellent organizational skills and attention to detail.
• Proven ability to multi-task and work both independently and as a team player.
• Strong verbal, written, and interpersonal communication skills.
• Eager to learn new topics and work in an evolving business environment.

Benefits:

• Competitive salary.
• Annual performance bonus.
• Equity for all full-time employees.
• Healthcare with 100% employer-paid health and dental insurance.

Job Data by YubHub.

This hands-on role will work closely with third-party administrators, fund sponsors, clients, and internal teams to ensure accurate and timely accounting, investor reporting, and operational deliverables.

Responsibilities:

• Partner with third-party administrators to ensure timely completion of monthly valuations, accurate general ledger entries, and investment valuations in accordance with fair value accounting principles.
• Review fund expenses and accruals against approved annual budgets, identify variances or outliers, and propose appropriate adjustments.
• Review investor allocations to ensure profits, losses, and fees are calculated in accordance with partnership operating agreements.
• Review and approve cash movements and reconcile data between iCapital systems and external service providers.
• Review and approve capital activity notifications and statements.
• Coordinate with internal and external stakeholders to investigate and resolve accounting or reporting discrepancies.
• Monitor compliance with governing fund documents and escalate issues as appropriate.
• Serve as a primary Fund Finance contact for fund sponsors, responding to inquiries and communicating key deliverables, timelines, and dependencies.
• Manage team deliverables and promote accountability, operational excellence, and continuous process improvement.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• At least five years of experience in fund accounting, fund operations, asset management, or a related financial-services role.
• Big Four accounting or audit experience is a plus.
• Experience with alternative investment fund administration and operations is strongly preferred.
• Solid understanding of capital activity, investor allocations, fee structures, and partnership accounting.
• Strong attention to detail, with the ability to maintain a broader strategic perspective.
• Highly organized and able to manage multiple priorities in a fast-paced environment.
• Demonstrated ability to monitor team performance, drive deliverables, and foster accountability.
• Willingness to learn and adapt within an evolving business and regulatory environment.
• Passion for using technology and automation to improve operational efficiency.
• Proven ability to work independently while collaborating effectively across functions.
• Strong verbal, written, and interpersonal communication skills.
• High level of integrity and professionalism.

Benefits:

• Competitive salary
• Annual performance bonus
• Equity for all full-time employees
• Healthcare with 100% employer-paid health and dental insurance
• Flexible work arrangement: 4 days in the office, 1 day remote work (Friday)

Job Data by YubHub.

Responsibilities:

• Lead end-to-end planning and execution of conferences, educational roadshows, webinars, workshops, and sponsorship activations.
• Manage event logistics, including venue sourcing, contract negotiations, registration, and onsite operations.
• Develop and maintain detailed project plans, timelines, budgets, and event calendars.
• Coordinate speaker logistics, presentation collection, and onsite support.
• Support in-person and virtual events, ensuring a consistent attendee experience.
• Partner with Alternative Investment Specialists, Sales, Marketing, and client stakeholders to deliver educational programs.
• Serve as primary liaison between iCapital, wealth management partners, asset managers, agencies, vendors, and venues.
• Build strong working relationships across internal and external stakeholders.
• Support development of educational agendas and event experiences.
• Manage event budgets, contracts, compliance approvals, and vendor onboarding.
• Utilize Cvent, Monday.com, and other event technology platforms.
• Build scalable processes and best practices to improve efficiency.
• Identify opportunities to enhance the attendee experience and operational excellence.
• Track event performance and deliver post-event reporting.

Qualifications:

• 6–12+ years of experience in event management, conference planning, or related disciplines.
• Basic to intermediate knowledge of alternative investments, wealth management, or financial services is preferred.
• Strong project management skills with ability to manage multiple priorities.
• Experience managing event budgets, contracts, and complex logistics.
• Proficiency with Cvent, Monday.com, Microsoft Office, and virtual event platforms.
• Excellent communication and interpersonal skills.
• Strategic thinker with strong execution mindset and attention to detail.
• Willingness to travel domestically and internationally.

Benefits:

• Base salary range: $115,000 to $165,000.
• Comprehensive benefits package, including employer-matched retirement plan, subsidized healthcare, parental leave, and unlimited PTO.
• Employees work in the office Monday-Thursday, with flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Monitor underlying fund performance across iCapital’s private equity, private credit, and real asset offerings.
• Prepare clear and concise call summaries, investment updates, and talking points.
• Prepare performance analytics and fund-level financial modeling.
• Keep track of broader macro developments and trends through regular engagement with iCapital’s fund managers.
• Attend Annual General Meetings (AGMs) on behalf of iCapital to receive updates from fund managers.
• Maintain and update internal confluence fund monitoring database.
• Communicate fund investment updates effectively to both internal and external stakeholders.
• Prepare materials and analysis for use by Governance colleagues on select projects, including secondary sales and investment oversight decisions.

Qualifications:

• Bachelor’s Degree, progress toward CFA or CAIA is preferred
• 1-3 years of relevant experience; private markets, investment banking, asset management or investment consultant experience is a plus
• Strong verbal and written communication skills
• Experience with financial analysis and modeling. Proficiency in Excel is required, familiarity with valuation methodologies (DCF, peer comps, etc.) preferred
• Interest in and willingness to learn about the alternative investment landscape
• Excellent organizational skills and attention to detail
• Willingness and ability to travel up to ~10% as required

Benefits: The base salary range for this role is $65,000 to $80,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes 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 paid time off (PTO).

Job Data by YubHub.

This role will report into a Senior Vice President on the Fund Origination team.

The successful candidate will focus on new product development, product structuring, manager onboarding and fund lifecycle management.

Responsibilities:

• Lead and proactively manage the structuring and execution of fund origination initiatives from concept through launch.
• Drive cross-functional coordination to ensure timely, efficient, and successful fund launches.
• Partner with asset managers and wealth managers to structure and launch funds aligned with client, regulatory, and commercial requirements.
• Oversee and support the development of marketing materials.
• Coordinate closely with internal Legal and Compliance teams to obtain required reviews and approvals.
• Lead the preparation and coordination of materials related to new fund approvals and new fund launches.
• Drive product management decisions for funds currently on our menu.
• Leverage experience to help shape iCapital's service offerings across multiple fund structures.
• Support ad hoc fund launch initiatives and strategic projects as needed.

Qualifications:

• Bachelor's degree in finance, business, or another related field
• 10+ years of product structuring experience with exposure to fund administration, fund management or custodial relationships
• Experience in alternative investments with a focus on various fund structures is required
• Positive attitude, and a desire to work in a fast-moving entrepreneurial environment
• Willingness to learn and adapt to new responsibilities
• Detail-oriented, self-starter that is accustomed to project work with tight deadlines
• Able to handle multiple tasks and prioritize assignments
• Strong knowledge of Microsoft Office
• Strong verbal and written communication skills
• Strong analytical skills

Benefits: The base salary range for this role is $155,000 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

This role will report into a Senior Vice President on the Fund Origination team and focus on new product development, product structuring, manager onboarding, and fund lifecycle management.

The successful candidate will lead and help manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market.

Responsibilities:

• Lead and proactively manage the structuring and execution of fund origination initiatives from concept through launch.
• Drive cross-functional coordination to ensure timely, efficient, and successful fund launches.
• Partner with asset managers and wealth managers to structure and launch funds aligned with client, regulatory, and commercial requirements.
• Oversee and support the development of marketing materials.
• Coordinate closely with internal Legal and Compliance teams to obtain required reviews and approvals.
• Lead the preparation and coordination of materials related to new fund approvals and new fund launches.
• Drive product management decisions for funds currently on our menu.
• Leverage experience to help shape iCapital's service offerings across multiple fund structures.
• Support ad hoc fund launch initiatives and strategic projects as needed.

Qualifications:

• Bachelor's degree in finance, business, or another related field.
• 10+ years of product structuring experience with exposure to fund administration, fund management, or custodial relationships.
• Experience in alternative investments with a focus on various fund structures is required.
• Positive attitude, and a desire to work in a fast-moving entrepreneurial environment.
• Willingness to learn and adapt to new responsibilities.
• Detail-oriented, self-starter that is accustomed to project work with tight deadlines.
• Able to handle multiple tasks and prioritize assignments.
• Strong knowledge of Microsoft Office.
• Strong verbal and written communication skills.
• Strong analytical skills.

Benefits: The base salary range for this role is $155,000 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.

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Job Data by YubHub.

Responsibilities:

• Assist with Global Payroll (US, Canada, UK, Hong Kong, Singapore, Portugal, Switzerland, and Japan).
• Reconcile all changes that affect pay, including salary adjustments, location changes, leaves, and returns, bonuses and commissions, deductions, and one-time payments such as referral awards, relocation stipends, and severance payments.
• Review and finalize timesheets for a small population of US non-exempt employees.
• Manage other pay inputs such as garnishments and deduction corrections as needed.
• Manage the day-to-day relationship with payroll service partners, including correspondence, ad-hoc requests, escalation, and troubleshooting.
• Assist the Global Payroll team with reconciling and approving payrolls timely and accurately, in partnership with Corporate Finance.
• Manage ongoing state employment tax requirements with tax providers and any other global compliance filings and requirements.
• Assist with global year-end processes to ensure all are accurate and timely.
• Coordinate data for audit responses for periodic internal and external payroll audits and compliance reporting, including 401(k) and Workers Compensation.
• Be the initial point of contact for all payroll-related issues from employees.
• Monitor a payroll email inbox, ticketing service, and educate employees with clear, helpful responses.
• Embrace the opportunity to gain experience with new software and improve key processes.

Qualifications:

• Bachelor’s degree in finance, accounting, or related field of study.
• Certified Payroll Certification (CPP) designation is strongly preferred.
• Dayforce experience is strongly preferred.
• Experience as a Payroll Specialist or similar role managing multi-state payroll.
• Global experience a plus.
• In-depth knowledge of payroll processing, payroll taxes, and compliance requirements.
• Strong understanding of federal, state, and local payroll regulations and tax laws.
• Proficiency in using payroll software and related tools; experience with automated payroll systems is highly desirable.
• Exceptional diligence and accuracy in handling sensitive data.
• Excellent analytical, problem-solving, and critical-thinking skills.
• Strong communication skills, both verbal and written, with the ability to effectively communicate complex payroll concepts to employees and stakeholders.
• Able to maintain confidentiality and manage sensitive information with professionalism and integrity.
• High level of organizational skills and the ability to prioritize tasks and meet deadlines.
• Continuous learning mindset and willingness to adapt to evolving payroll practices and technologies.

Benefits: The base salary range for this role is $90,000 to $130,000. 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).

Job Data by YubHub.

Responsibilities:

• Partner with the Creative Director to translate creative concepts into polished, high-quality visual designs across digital, print, presentation, and campaign work.
• Design a broad range of internal and external materials, including PowerPoint presentations, digital advertising, social graphics, campaign assets, brand collateral, event materials, and out-of-home advertising.
• Create investment-focused content, including market commentaries, white papers, thought leadership reports, product materials, infographics, charts, and executive presentations.
• Translate complex investment concepts, market themes, data, and product information into clear, engaging visual communications.
• Collaborate with the Marketing team, Product Marketers, Writers, and subject matter experts to understand objectives and ensure designs communicate key messages effectively.
• Apply iCapital's visual identity consistently across deliverables while identifying opportunities to elevate the quality and impact of the work.
• Manage multiple projects and priorities, delivering accurate, high-quality work within established timelines.
• Collaborate with external agencies, vendors, and partners to maintain visual consistency and production quality.
• Contribute ideas during creative development and brainstorming sessions.
• Stay current on design trends, best practices, and emerging tools that can strengthen creative execution.

Qualifications:

• 8–10+ years of B2B graphic design experience, preferably within financial services, asset management, wealth management, fintech, investment management, or capital markets.
• Strong portfolio demonstrating digital, print, presentation, editorial, and data-driven design, including financial or investment-related work.
• Motion design and animation experience is a plus.
• Demonstrated ability to translate complex financial concepts and data into clear, compelling visual communications.
• Advanced proficiency in Adobe Creative Suite and PowerPoint.
• Knowledge of typography, layout, color, visual hierarchy, and information design.
• Strong project-management skills and the ability to manage multiple priorities in a fast-paced environment.
• Exceptional attention to detail, sound creative judgment, and the ability to work independently and collaboratively.

Benefits: The base salary range for this role is $85,000 to $110,000. 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).

Job Data by YubHub.

Responsibilities:

• Partner with the Creative Director to translate creative concepts into polished, high-quality visual designs across digital, print, presentation, and campaign work.
• Design a broad range of internal and external materials, including PowerPoint presentations, digital advertising, social graphics, campaign assets, brand collateral, event materials, and out-of-home advertising.
• Create investment-focused content, including market commentaries, white papers, thought leadership reports, product materials, infographics, charts, and executive presentations.
• Translate complex investment concepts, market themes, data, and product information into clear, engaging visual communications.
• Collaborate with the Marketing team, Product Marketers, Writers, and subject matter experts to understand objectives and ensure designs communicate key messages effectively.
• Apply iCapital's visual identity consistently across deliverables while identifying opportunities to elevate the quality and impact of the work.
• Manage multiple projects and priorities, delivering accurate, high-quality work within established timelines.
• Collaborate with external agencies, vendors, and partners to maintain visual consistency and production quality.
• Contribute ideas during creative development and brainstorming sessions.
• Stay current on design trends, best practices, and emerging tools that can strengthen creative execution.

Qualifications:

• 8–10+ years of B2B graphic design experience, preferably within financial services, asset management, wealth management, fintech, investment management, or capital markets
• Strong portfolio demonstrating digital, print, presentation, editorial, and data-driven design, including financial or investment-related work
• Motion design and animation experience is a plus
• Demonstrated ability to translate complex financial concepts and data into clear, compelling visual communications
• Advanced proficiency in Adobe Creative Suite and PowerPoint
• Knowledge of typography, layout, color, visual hierarchy, and information design
• Strong project-management skills and the ability to manage multiple priorities in a fast-paced environment
• Exceptional attention to detail, sound creative judgment, and the ability to work independently and collaboratively

Benefits: The base salary range for this role is $125,000 to $140,000. 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).

Job Data by YubHub.

This individual will develop a unified content strategy that strengthens iCapital's position across investment management, wealth management, and financial technology while expanding the firm's thought leadership across its growing platform of solutions.

Working closely with executive leadership and senior subject matter experts, the successful candidate will translate complex industry insights into compelling content that informs, differentiates, and drives engagement.

This leader will establish the editorial standards, governance structures, and operating model needed to deliver high-quality content at scale.

Combining strategic leadership with hands-on content expertise, they will play a critical role in elevating iCapital's brand, market presence, and commercial impact.

Responsibilities:

• Develop and lead a multi-year content strategy and scalable messaging architecture that positions iCapital at the intersection of investment management, wealth management, and financial technology while supporting global and regional growth opportunities.
• Build, lead, and mentor a high-performing content organization, including agency and external partner relationships, while establishing the workflows, governance structures, and resourcing models needed to operate efficiently at scale.
• Translate complex financial and business concepts into compelling, audience-centric narratives across investment management, private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities.
• Develop, write, edit, and oversee content across formats including thought leadership, executive perspectives, educational content, research distribution, presentations, newsletters, podcasts, video, digital content, and emerging channels.
• Establish editorial standards, content governance frameworks, publication processes, editorial calendars, tone-of-voice guidelines, and audience-specific messaging to ensure consistency, quality, and regulatory compliance across the organization.
• Partner closely with executive leadership, investment professionals, senior subject matter experts, Product Marketing, Brand, Digital, Social, PR, Events, Compliance, and international business teams to align content strategy with business priorities and market opportunities.
• Expand content visibility and distribution through multi-channel programs, SEO and answer engine optimization (AEO), paid, owned, and earned media, strategic content partnerships, industry relationships, and emerging platforms.
• Represent iCapital's thought leadership strategy through conferences, partner events, media relationships, executive presentations, and other initiatives that strengthen market presence and brand credibility.

Qualifications:

• 15+ years of experience leading content strategy, editorial, thought leadership, or content marketing functions within financial services, investment management, wealth management, fintech, or a related industry
• Bachelor's degree is required; advanced degree in finance, economics, journalism, communications, or a related field is preferred
• Demonstrated success developing and executing enterprise-wide content strategies across multiple audiences, channels, formats, and global markets while delivering measurable business outcomes
• Deep understanding of financial markets and experience partnering with portfolio managers, research analysts, strategists, economists, and other investment professionals to translate complex concepts for diverse audiences
• Exceptional writing, editing, storytelling, and content development capabilities across long-form, short-form, and multimedia formats, with the ability to operate as both a strategic leader and hands-on practitioner
• Proven ability to build and scale teams, establish content governance frameworks, manage complex projects, and lead multiple concurrent initiatives in fast-paced environments
• Strong stakeholder management, communication, and influencing skills with a track record of advising senior executives, building trusted partnerships, and aligning cross-functional teams around shared objectives
• Data-driven mindset with expertise in content performance measurement, analytics, SEO, AEO, content distribution, and optimization across digital, social, email, video, PR, paid media, and events

Benefits: The base salary range for this role is $215,000 to $300,000. 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).

Job Data by YubHub.

As Head of Japan, you will help build and drive iCapital's strategy and growth in one of the world's largest and most sophisticated wealth markets.

Joining the International Client Solutions team, you will build the client franchise in Japan, lead the local business, and bring institutional-quality private markets solutions to Japanese investors as part of iCapital's international expansion strategy.

The role is based in Tokyo and reports to iCapital's Head of Asia Pacific.

Responsibilities

• Support the Head of Asia Pacific in formulating and executing the business strategy for Japan.
• Lead the Japan team, providing business and cultural leadership, and partner with the COO, APAC on hiring, development and retention to build a high-performing team that stays integrated with the wider APAC and global organization.
• Partner with regional and global teams to refine and deliver iCapital's value proposition for each Japanese client segment, including buy side, sell side and technology integrators, adapting product, positioning and commercial terms to local market practice.
• Build and own senior relationships with clients and prospects, leading complex, multi-stakeholder negotiations from first meeting through to signed agreement, onboarding and first allocation.
• Lead market education on private markets and alternatives in Japan, providing thought leadership for advisors, gatekeepers and distribution partners, and translating iCapital's platform capabilities into terms each audience can act on.
• Provide constant feedback from the field on competitive landscape, investors' appetite, trends and share with colleagues globally.
• Build strong internal relationships within iCapital and work closely with other teams to achieve the best client outcomes and successful long-term client relationships.
• Own the Japan revenue pipeline end-to-end, from origination to mandate, and represent iCapital in the market at industry conferences, client forums and with the local press.
• Act as iCapital's champion for the Japan market internally, presenting the country strategy, business performance and roadmap to regional and global stakeholders and securing the investment and resources needed to deliver it.
• Represent iCapital with Japanese regulators, industry bodies and local counsel, ensuring the business operates within the applicable licensing and distribution framework and that iCapital is well positioned as the regulatory landscape for alternatives in Japan evolves.

Qualifications

• Solid academic credentials in relevant field.
• +15 years of solid work experience in the Asset- or Wealth Management industry, with a demonstrated track record in developing and managing client relationships.
• Adequate exposure to Private Equity and/or other Private Markets asset classes, and an understanding of the distribution model is highly preferred.
• Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills.
• Excellent presentation and verbal/written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels.
• Highly collaborative, and able to think strategically about business opportunities and client management.
• Ability to work independently with a strong appetite to work in a fast growing, entrepreneurial environment, are self-motivated, with a hands-on attitude.
• Extensive relationships with asset management and GP communities and direct experience working as a product marketer in the Japanese retail and high net worth channel are preferred.
• Demonstrated sales and client service skills with stakeholders and clients.

Work Arrangements

Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).

Job Data by YubHub.

This individual will be responsible for defining and scaling the operational infrastructure to support inclusion of alternative investments via model portfolio and managed account solutions across wealth management channels.

Responsibilities:

• Define and execute the firm’s Managed Accounts and Model Portfolio Delivery strategy, aligning with iCapital’s broader product and platform roadmap.
• Establish iCapital as a market leader in next-generation portfolio construction frameworks, including public-private allocation models.
• Lead the evolution of model portfolios, UMA programs, SMA offerings and other managed account solutions, including the integration of alternative investments and private markets.
• Lead go-to-market strategy for model and SMA solutions across distribution channels.
• Partner with Sales, Relationship Management, and Platform teams to drive adoption and revenue growth.
• Identify and develop strategic partnerships with wealth platforms, asset managers, and technology providers.
• Oversee the design, development, and lifecycle management of managed account solutions.
• Partner with iCapital’s Research, Technology and Platform teams to develop framework to make models and managed accounts available in various structures, including hosting on third-party platforms and portfolio management systems.
• Drive innovation in portfolio implementation, rebalancing, reporting, and analytics.
• Partner with iCapital’s operations team to define the operational framework needed to support managed account solutions.
• Collaborate with internal stakeholders to ensure solutions meet client needs across RIAs, broker-dealers, wirehouses, and private banks.
• Guide the structuring of models and managed account solutions, ensuring regulatory alignment and scalability.
• Partner with legal and compliance teams to ensure all offerings meet regulatory and governance requirements, engagements, including platform integrations, RFPs, and strategic initiatives.
• Serve as a senior thought leader externally, representing iCapital with wealth managers, asset managers, and industry partners.
• Demonstrate a deep understanding of financial advisors, client portfolios, and portfolio construction workflows.
• Gather market feedback to continuously refine product offerings and positioning.

Qualifications:

• 15+ years of experience in asset management, wealth management, or financial technology, with a focus on model portfolios, SMAs, or portfolio construction
• Proven experience building and scaling investment advisory programs, model portfolios, or managed account solutions
• Strong knowledge of the Investment Company Act of 1940, including registered product structures and compliance considerations
• Extensive experience with SMA program structuring, UMA platforms, and advisory platform implementation
• Experience owning or managing alternative investment products or private markets strategies
• Strong track record of leading go-to-market initiatives and driving revenue growth
• Deep understanding of portfolio construction and asset allocation, portfolio implementation and trading workflows, model management and customization, performance reporting and analytics
• Able to operate at a senior level across product, strategy, sales, and technology teams
• Exceptional communication and executive presence, with the ability to engage internal stakeholders and external clients

Benefits: The base salary range for this role is $210,000 to $260,000. 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).

Job Data by YubHub.

This role combines market research, client and advisor insights, competitive intelligence, and business analysis to inform strategic decision-making across Product, Marketing, Sales, Distribution, Corporate Development, and executive leadership.

The successful candidate will translate complex market dynamics into clear recommendations that strengthen iCapital's competitive position, identify growth opportunities, and support long-term business expansion.

Responsibilities:

• Build and lead a centralized market intelligence function, including its vision, operating model, governance framework, roadmap, and long-term team structure.
• Develop scalable research, reporting, dashboards, executive briefings, and knowledge-sharing resources that support enterprise-wide decision-making.
• Serve as the firm's central resource for market research, client and advisor insights, competitive intelligence, market development initiatives, and external research relationships.
• Monitor market, competitive, regulatory, and industry trends across investment management, wealth management, financial technology, private markets, hedge funds, structured investments, insurance, retirement, and advisor distribution.
• Produce market landscape assessments, opportunity analyses, adoption studies, and business intelligence that inform strategic planning and commercial priorities.
• Partner with Product, Marketing, Sales, Distribution, Corporate Development and Strategy, and international business leaders to inform product strategy, positioning, messaging, growth initiatives, and expansion opportunities.
• Identify emerging market opportunities, competitive whitespace, partnership opportunities, and evolving client needs that support innovation and platform differentiation.
• Design and lead primary research initiatives while delivering executive presentations, strategic recommendations, and thought leadership that promote market awareness and data-driven decision-making across the organization.

Qualifications:

• 15+ years of experience in market research, market intelligence, strategy, consulting, business insights, or related functions within financial services, wealth management, asset management, alternatives, or fintech.
• MBA or equivalent advanced degree is preferred.
• Proven experience building, scaling, and leading market intelligence, market development, strategic insights, or research organizations.
• Deep understanding of private markets, alternative investments, advisor distribution, wealth management, portfolio construction, and related investment products and platforms.
• Strong analytical, strategic, and problem-solving skills with the ability to synthesize complex data, market dynamics, and business trends into actionable recommendations.
• Demonstrated success influencing senior executives, advising cross-functional stakeholders, and driving enterprise-wide initiatives.
• Exceptional written, verbal, and presentation skills with experience delivering executive-level insights and recommendations.
• Experience leveraging market research, competitive intelligence, analytics platforms, and external industry relationships to support business growth and decision-making.

Benefits: The base salary range for this role is $190,000 to $215,000. 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).

Job Data by YubHub.

Responsibilities:

• Build and maintain relationships with underlying fund managers, fund administrators, and distributors.
• Design and implement processes and procedures for servicing the funds.
• Work closely with Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
• Reconcile internal records to NAV packages and calculations prepared by fund administrators.
• Review of the financial statements prepared by fund administrators.
• Provide oversight of fund administrators and other service providers, such as auditors, tax service providers, and custodians.
• Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves.
• Run accounts payable and expense allocation processes.
• Define, update, and maintain operating policies and procedures.
• Liaise with funds’ custodian and funds’ bank, as well as other counterparties as needed.
• Work with counsel and CCO to ensure general compliance with fund docs as well as regulatory filings and requirements such as SEC and FINRA.
• Fulfill ad-hoc tasks as required by the team and different parts of the organization.

Qualifications:

• Bachelor’s degree in accounting, finance, economics, statistics, or another business-related field
• 5+ years of fund accounting, fund administration, or finance operations experience
• Advanced accounting skills, experience within an audit framework preferred
• Advanced Excel skills
• Demonstrated capacity and willingness to work within a close team structure on all tasks
• Excellent organizational skills and attention to detail with ability to see the big picture
• Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
• Strong verbal, written, and interpersonal communication skills
• Eager to learn new topics and work in an evolving business environment

Benefits: The base salary range for this role is $110,000 to $145,000. 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).

Job Data by YubHub.

Responsibilities:

• Build and maintain relationships with underlying fund managers, fund administrators, and distributors.
• Design and implement processes and procedures for servicing the funds, working closely with the management team to enhance and automate key processes.
• Support fund operations, working closely with Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams.
• Participate in new fund structuring, setup, and onboarding, reviewing feeder fund draft documents and providing feedback.
• Provide oversight of fund administrators and other service providers.
• Monitor cash positions and liquidity of investments, manage cash reserves, and determine subscription/commitment sizes to underlying funds.
• Run accounts payable and expense allocation processes, oversee monthly/quarterly feeder fund NAV and statement issuance.
• Review and sign-off on capital calls, distributions, cash analysis, investor allocation files, and notices.
• Define, update, and maintain operating policies and procedures.
• Liaise with funds' custodian and bank, as well as other counterparties.
• Ensure general compliance with fund documents and regulatory filings.

Qualifications:

• Bachelor's degree in accounting, finance, economics, statistics, or another business-related field.
• 3-8 years of fund accounting, fund administration, or finance operations experience, preferably in alternative investment funds.
• Advanced accounting skills and experience within an audit framework.
• Advanced Excel skills.
• Excellent organizational skills and attention to detail.
• Strong verbal, written, and interpersonal communication skills.

Benefits:

• Competitive salary.
• Annual performance bonus.
• Equity for all full-time employees.
• 100% employer-paid health and dental insurance.
• Flexible work arrangement: 4 days in the office, 1 day remote.

Job Data by YubHub.

Responsibilities:

• Lead and manage a portfolio of private equity and hedge fund feeder funds.
• Work with the Implementation teams with regards to new business and fund launches.
• Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective.
• Review monthly and/or quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs.
• Review and sign-off on capital call and distribution cash analysis, investor allocation files and notices prepared by third party admins and Associate or Assistant Vice President members of the Fund Finance team.
• Participate in management-level meetings internally and externally.
• Facilitate and work with the Technology and Product teams to drive process automation and efficiency.
• Monitor fund’s compliance with the partnership operating agreement terms.
• Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP.
• Help prepare and oversee other periodic and ad hoc reporting in collaboration with compliance, legal and other internal and external stakeholders.

Qualifications:

• Bachelor’s degree in accounting or finance
• 10-15 years of fund management accounting and operations experience with a focus on alternatives
• Advanced degree and credentials, or progress towards MBA, CPA, CFA, or CAIA designation is a plus
• Passion for the application of innovative technology
• Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
• Strong verbal, written, and interpersonal communication skills
• Willingness to learn new topics and work in an evolving business environment
• Organized and detail oriented with big picture capability

Benefits: The base salary range for this role is $140,000 to $175,000. 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).

Job Data by YubHub.

Responsibilities:

• Translate Total Rewards program requirements into operational workflows, functional specifications, system configuration, reports, controls, and integration designs, supported by clear documentation.
• Apply benefits and payroll expertise to assess how requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, integrations, and employee experience.
• Analyze how evolving requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, and the employee experience.
• Provide dedicated support for annual and recurring processes, including open enrollment, plan-year configuration, payroll changes, annual limits and rate updates, vendor and carrier implementations, integration changes, and other scheduled projects.
• Evaluate configuration and enhancement requests by clarifying the business problem, assessing impacts and dependencies, identifying risks, and recommending scalable solutions.
• Partner with external implementation and support resources while maintaining internal ownership of requirements, design decisions, configuration, testing, and solution quality.
• Review vendor recommendations critically to ensure proposed solutions address the underlying business need and are appropriate for the broader HR technology environment.
• Maintain documentation of system configurations, business rules, technical dependencies, decision rationales, and approved changes.
• Partner with internal and external technical resources and relevant HR subject matter experts to design, test, implement, monitor, and troubleshoot data feeds and system integrations.
• Develop a detailed understanding of inbound and outbound interfaces, including file layouts, field mappings, transformation rules, timing, dependencies, validation, error handling, reconciliation requirements, and downstream impacts.
• Conduct root-cause analysis when system, data, payroll, eligibility, or integration issues occur, and lead sustainable corrective actions.
• Promote clear ownership and governance for critical data elements, interfaces, operational controls, and issue resolution.
• Partner with HR stakeholders to understand business objectives, pain points, plan/policy requirements, service expectations, and operational risks.
• Identify opportunities to eliminate unnecessary steps, reduce manual intervention, strengthen controls, improve service delivery, and automate repeatable work.
• Support the development of a more resilient HR operating environment that reduces dependency on individual knowledge and third-party resources.

Qualifications:

• 7+ or more years of progressive experience in payroll operations, benefits operations, HR business analysis or HR technology
• Experience implementing and managing Benefits, Payroll, Core HR, Reporting, and related modules within enterprise human capital management platforms such as Ceridian/Dayforce
• Experience implementing and supporting HR data integrations, especially inbound and outbound carrier feeds
• Experience supporting annual and recurring HR processes, including open enrollment, plan-year configuration, payroll changes, rate updates, vendor and carrier implementations, and related integration changes
• Able to explain technical concepts to functional stakeholders and business requirements to technical stakeholders
• Sound judgment and discretion when working with sensitive payroll, benefits, and organizational data
• Proficiency with Microsoft Excel and experience working with large datasets to perform reconciliations, audit reports, and data analysis
• Project management, business analysis, HR, payroll, benefits, or HR technology certification is helpful but not required
• Experience using automation, workflow, or AI-assisted tools to improve documentation, analysis, controls, reporting, or service delivery, with appropriate human review and validation is preferred

Job Data by YubHub.

Responsibilities:

• Translate Total Rewards program requirements into operational workflows, functional specifications, system configuration, reports, controls, and integration designs, supported by clear documentation.
• Apply benefits and payroll expertise to assess how requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, integrations, and employee experience.
• Analyze how evolving requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, and the employee experience.
• Provide dedicated support for annual and recurring processes, including open enrollment, plan-year configuration, payroll changes, annual limits and rate updates, vendor and carrier implementations, integration changes, and other scheduled projects.
• Evaluate configuration and enhancement requests by clarifying the business problem, assessing impacts and dependencies, identifying risks, and recommending scalable solutions.
• Partner with external implementation and support resources while maintaining internal ownership of requirements, design decisions, configuration, testing, and solution quality.
• Review vendor recommendations critically to ensure proposed solutions address the underlying business need and are appropriate for the broader HR technology environment.
• Maintain documentation of system configurations, business rules, technical dependencies, decision rationales, and approved changes.
• Partner with internal and external technical resources and relevant HR subject matter experts to design, test, implement, monitor, and troubleshoot data feeds and system integrations.
• Develop a detailed understanding of inbound and outbound interfaces, including file layouts, field mappings, transformation rules, timing, dependencies, validation, error handling, reconciliation requirements, and downstream impacts.
• Conduct root-cause analysis when system, data, payroll, eligibility, or integration issues occur, and lead sustainable corrective actions.
• Promote clear ownership and governance for critical data elements, interfaces, operational controls, and issue resolution.
• Partner with HR stakeholders to understand business objectives, pain points, plan/policy requirements, service expectations, and operational risks.
• Identify opportunities to eliminate unnecessary steps, reduce manual intervention, strengthen controls, improve service delivery, and automate repeatable work.
• Support the development of a more resilient HR operating environment that reduces dependency on individual knowledge and third-party resources.

Qualifications:

• 7+ or more years of progressive experience in payroll operations, benefits operations, HR business analysis or HR technology
• Experience implementing and managing Benefits, Payroll, Core HR, Reporting, and related modules within enterprise human capital management platforms such as Ceridian/Dayforce
• Experience implementing and supporting HR data integrations, especially inbound and outbound carrier feeds
• Experience supporting annual and recurring HR processes, including open enrollment, plan-year configuration, payroll changes, rate updates, vendor and carrier implementations, and related integration changes
• Able to explain technical concepts to functional stakeholders and business requirements to technical stakeholders
• Sound judgment and discretion when working with sensitive payroll, benefits, and organizational data
• Proficiency with Microsoft Excel and experience working with large datasets to perform reconciliations, audit reports, and data analysis
• Project management, business analysis, HR, payroll, benefits, or HR technology certification is helpful but not required
• Experience using automation, workflow, or AI-assisted tools to improve documentation, analysis, controls, reporting, or service delivery, with appropriate human review and validation is preferred

Job Data by YubHub.

Responsibilities:

• Translate Total Rewards program requirements into operational workflows, functional specifications, system configuration, reports, controls, and integration designs, supported by clear documentation.
• Apply benefits and payroll expertise to assess how requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, integrations, and employee experience.
• Analyze how evolving requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, and the employee experience.
• Provide dedicated support for annual and recurring processes, including open enrollment, plan-year configuration, payroll changes, annual limits and rate updates, vendor and carrier implementations, integration changes, and other scheduled projects.
• Evaluate configuration and enhancement requests by clarifying the business problem, assessing impacts and dependencies, identifying risks, and recommending scalable solutions.
• Partner with external implementation and support resources while maintaining internal ownership of requirements, design decisions, configuration, testing, and solution quality.
• Review vendor recommendations critically to ensure proposed solutions address the underlying business need and are appropriate for the broader HR technology environment.
• Maintain documentation of system configurations, business rules, technical dependencies, decision rationales, and approved changes.
• Partner with internal and external technical resources and relevant HR subject matter experts to design, test, implement, monitor, and troubleshoot data feeds and system integrations.
• Develop a detailed understanding of inbound and outbound interfaces, including file layouts, field mappings, transformation rules, timing, dependencies, validation, error handling, reconciliation requirements, and downstream impacts.
• Conduct root-cause analysis when system, data, payroll, eligibility, or integration issues occur, and lead sustainable corrective actions.
• Promote clear ownership and governance for critical data elements, interfaces, operational controls, and issue resolution.
• Partner with HR stakeholders to understand business objectives, pain points, plan/policy requirements, service expectations, and operational risks.
• Identify opportunities to eliminate unnecessary steps, reduce manual intervention, strengthen controls, improve service delivery, and automate repeatable work.
• Support the development of a more resilient HR operating environment that reduces dependency on individual knowledge and third-party resources.

Qualifications:

• 7+ or more years of progressive experience in payroll operations, benefits operations, HR business analysis or HR technology
• Experience implementing and managing Benefits, Payroll, Core HR, Reporting, and related modules within enterprise human capital management platforms such as Ceridian/Dayforce
• Experience implementing and supporting HR data integrations, especially inbound and outbound carrier feeds
• Experience supporting annual and recurring HR processes, including open enrollment, plan-year configuration, payroll changes, rate updates, vendor and carrier implementations, and related integration changes
• Able to explain technical concepts to functional stakeholders and business requirements to technical stakeholders
• Sound judgment and discretion when working with sensitive payroll, benefits, and organizational data
• Proficiency with Microsoft Excel and experience working with large datasets to perform reconciliations, audit reports, and data analysis
• Project management, business analysis, HR, payroll, benefits, or HR technology certification is helpful but not required
• Experience using automation, workflow, or AI-assisted tools to improve documentation, analysis, controls, reporting, or service delivery, with appropriate human review and validation is preferred

Job Data by YubHub.

This role is highly collaborative, with a strong focus on improving iCapital's clients' overall satisfaction and operational processes as a team.

Responsibilities:

• Partner closely with Product Managers, Relationship Managers, Operations, and Annuities clients to configure the Insight, Learning Center, and Architect features with specific customizations on the platform and facilitate internal user entitlements to the three features.
• Configure courses for access by users, along with completing operational configurations to enable tools for clients.
• Respond to escalations for inbound technical service queries and inquiries using the firm's case management tool.
• Add education content in the Learning Center to build training courses and make resources available.
• File CE Credit applications and reports with external professional designations boards.
• Assist with creating processes and documenting technical issues to support new product solutions, enhancements, and operational changes.

Qualifications:

• 2 to 5+ years of experience in a client technical support role or data entry and programming environment within a fast-paced, agile environment.
• Bachelor's degree is required.
• Strong written and verbal communication skills are essential.
• Ability to thrive in a fast-paced, dynamic environment, demonstrating flexibility to quickly adjust to new challenges and priorities.
• Technical experience including comfort with spreadsheets, business intelligence tools, and an understanding of databases (experience with SQL is a plus).
• Experience with support ticketing tools and a strong foundation in technical troubleshooting, with a patient and client-centric approach to delivering technical and platform support.
• Attention to detail and ability to analyze and research systems to rectify issues and provide solutions.
• Self-starter with a strong sense of ownership; able to work independently, prioritize effectively, and proactively drive issues through resolution.
• Familiarity with alternative investments and financial technology is preferred.

Benefits: The base salary range for this role is $75,000 to $80,000. 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). Employees in this role will work in the office Monday-Thursday, with flexibility to work remotely on Friday.

Job Data by YubHub.