About the Role

This position is a “hands-on” role with operational responsibility for servicing hedge and private equity fund of fund and access fund vehicles (the “funds”) in conjunction with third-party administrators, managing all fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.

Responsibilities

• Build and maintain relationships with underlying fund managers, fund administrator and distributors
• Design and implement processes and procedures for servicing the funds. Work in close partnership with the management team to enhance and automate key processes, and to develop and enhance product, management, and other reporting, targeting both efficiency and scale
• Work closely with investor relations, product, legal and compliance, technology, and sales & marketing teams to support fund operations
• Participate in new fund structuring, set up and onboarding
• 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 process 
• 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/CCO to ensure general compliance with fund docs as well as regulatory filings and requirements such as SEC and FINRA 
• Ad-hoc activities 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
• 3-4 years of fund accounting, fund administration or finance operations experience (prefer a focus on alternative investment funds including fund-of-funds and feeder funds, but not necessary).
• Passion for the application of innovative technology
• Advanced accounting skills, with a preference for experience within an audit framework
• Advanced Excel skills
• Demonstrated capacity and willingness to work within a close team structure on all tasks
• Excellent organizational skills and attention to detail
• 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 ability to see the big picture

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days a week with the flexibility to work remotely 2 days.

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.

For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $945 billion in global client assets invested in 1,940 funds, as of June 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire an Artificial Intelligence Operations Lead at iCapital. This individual will be responsible for establishing governance and scaling AI capabilities across the organization. Reporting to the Head of AI, this role ensures AI systems are deployed responsibly, monitored effectively, and deliver measurable business value.

The role focuses on operationalizing and integrating AI solutions into business workflows, partnering with engineering, product, compliance, and finance to identify use cases, deploy solutions, manage AI vendors, and track performance, costs, and ROI. The ideal candidate will help implement responsible AI practices, operational controls, and monitoring frameworks, ensuring AI systems remain compliant, reliable, and aligned with business objectives while driving enterprise adoption of AI tools and automation.

Responsibilities

• Oversee the deployment, monitoring, and lifecycle management of AI/ML systems in production, ensuring reliability, security, and scalability across sales, internal and external workflow, and operational platforms.
• Strong expertise in end-to-end AI program and project planning, including defining timelines, managing dependencies, mitigating risks, model approval framework and ensuring operational readiness for production deployment
• Design and optimize AI-powered workflows across the firm, enabling Agentic in areas such as fund onboarding, document processing, diligence workflows, client servicing, and internal knowledge management.
• Partner with the Sales, Distribution, Product, and Operations teams to identify high-value AI use cases across the private markets’ lifecycle.
• Define and operationalize governance frameworks for responsible AI use, ensuring alignment with business priority, regulatory expectations, model risk management, data privacy, monitoring and compliance requirements relevant to financial services.
• Establish monitoring and analytics for AI systems, tracking performance, usage, costs, and measurable business impact (i.e. efficiency gains, risk reduction, and revenue enablement).
• Act as the operational bridge between AI Engineering teams and business stakeholders, translating technical capabilities into scalable solutions that support investment professionals, advisors, and platform operations.
• Manage relationships with AI technology vendors and model providers (i.e. OpenAI, Anthropic, and Google), including evaluation, integration, roadmap alignment, field invention.
• Strong expertise in end-to-end AI program and project planning, including defining timelines, managing dependencies, mitigating risks, and ensuring operational readiness for production deployment.

Qualifications

• 10+ years AI Operational experience
• 7+ years of experience in data science, machine learning or AI-related roles, with 4+ years leading cross-functional initiatives at scale
• Experience operationalizing AI/ML or advanced analytics solutions in production, ideally within financial services, fintech, or data-driven platforms
• Strong understanding of LLMs, data science, AI/ML, and modern AI architectures, including model evaluation, context engineering, and agentic workflow automation
• Experience designing and implementing agentic AI workflows, including multi-step AI agents that automate complex processes and integrate with enterprise systems, data, and APIs
• Demonstrated ability to build and scale operational frameworks, including monitoring, vendor management, cost governance, and ROI measurement for AI initiatives
• Experience working with regulated environments, with knowledge in model governance, data privacy, and compliance considerations relevant to financial services
• Proven ability to partner across Engineering, Product, Legal and Compliance, and Business teams to drive adoption of new technologies
• Strong program management and execution skills, with experience leading complex, multi-stakeholder initiatives
• Vendor and ecosystem management experience, including evaluating and managing AI technology providers
• Excellent communication and stakeholder management skills, with the ability to translate complex AI capabilities into clear business value for senior leadership
• Proven track record of deploying clients or advisor-facing AI solutions, such as AI bots, recommendation engines, or digital assistants for financial advisors and wealth platforms
• Familiar with private markets data ecosystems, including structured and unstructured data from fund documents, subscription materials, and performance reporting
• Knowledge of private markets or alternatives investment workflows (i.e. fund onboarding, diligence, reporting, document-heavy processes) is strongly preferred
• Experience driving AI adoption in large organizations, including training, change management, KPI tracking and operating model design
• Experience leading AI innovation teams or functions, driving experimentation and rapid prototyping from concept to enterprise-wide adoption

Benefits

The base salary range for this role is $180,000 to $250,000 depending on experience and 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Software Developer in Test to work on the iCapital platform. This individual will bring practical knowledge of agile development methodologies and engineering best practices. This role will work closely with the Development and Testing team. The ideal candidate is a combination of a hands-on test engineer who has some managerial experience, and who can understand existing automation test frameworks and has an ability to enhance and implement the same and should also be able to work with other engineers and product managers to support feature-based testing.

Responsibilities

• Build and implement robust automated test suites for API and backend services.
• Design and implement test strategies for AI/ML models and AI enabled in-house applications, including validation of model outputs, prompt behavior, determinism, and regression across releases.
• Establish automated evaluation frameworks for AI systems (i.e. accuracy, consistency, hallucination detection, bias, and drift) and integrate them into CI/CD pipelines.
• Partner with AI/ML Engineers, Platform teams, and Governance stakeholders to ensure responsible AI practices, including testability, traceability, and production readiness of AI features.
• Integrate automated test suites into existing GitLab CI/CD pipelines and deployment workflows.
• Maintain and improve automation frameworks to accommodate evolving system architecture, including blockchain based components.
• Collaborate with developers, product managers, and DevOps engineers to ensure testability and quality across distributed systems.
• Create and manage defect workflows integrated with tools such as JIRA, ensuring clear communication and traceability.
• Define, track, and publish meaningful QA metrics to support automated test development, execution, and overall quality reporting.
• Build and maintain performance and load testing suites for critical backend services and smart contract interactions where applicable.
• Perform all types of testing as needed like Functional, API, Automation, Performance, and Integration testing.
• Contribute to continuous improvement of QA processes, tooling, and best practices within an Agile environment.

Qualifications

• 10+ years of experience with QA engineering delivery experience with strong focus on backend or API testing
• 6+ years of delivery within Agile SDLC teams ideally with CI/CD
• Experience testing AI/ML or LLM‑powered systems, including model validation, prompt testing, regression testing of AI behavior, and evaluation of non‑deterministic outputs
• Familiar with AI testing techniques and metrics such as precision and recall, drift detection, bias assessment, and offline vs online evaluation approaches
• Working knowledge of AI‑enabled development tools or platforms (i.e. AI coding assistants, test‑generation tools, or internal AI platforms) and their impact on SDLC and quality governance
• Strong experience testing REST APIs, backend microservices, and distributed systems
• Experience working with blockchain technologies (i.e. smart contracts, distributed ledgers, blockchain node interaction) is preferred
• Solid understanding of CI/CD tooling and pipelines, especially GitLab CI/CD
• Experience with Python, Behave, PyTest, Postman/REST Tools, JMeter or similar performance tools
• Experience with Gitlab, Git, Jenkins, and Docker
• AI Integration experience is preferred
• Exposure to banking or finance environments is preferred

Benefits

The base salary range for this role is $120,000 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking an Alternative Data Management Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. The daily activities are diverse, from setting up and maintaining software applications, to ad hoc projects, and helping with data feed management. The role is a mix of finance and technology.

Responsibilities

• Alternative Data Management
  • Data Acquisition, Sourcing and Maintenance – manage source document and retrieval methods related to alternative investment products
  • Data Integrity – enrich unstructured data into existing data infrastructure
  • Data Quality and Controls – ensure completeness, timeliness and accuracy of relevant investment data through validation and control processes
  • Data Governance – adhere to data governance best practices
  • Cross-Functional Collaboration – collaborate across teams to provide insights from alternative investment data across multiple reporting platforms and systems
  • Automation and Process improvement – continuously look for ways to automate and improve existing processes
  • Documentation and Knowledge Sharing – maintain and share standard operating procedures

Qualifications

• Bachelor’s in Finance, Economics, Business Administration or related field
• 0 – 3 years 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 and execute tasks and meet deadlines
• Commitment to continuously learn new technologies and adapt to new data and systems as industry evolves
• Ability to identify and understand risks associated with data management processes
• Ability to support the team and build relationships across teams

Benefits

The base salary range for this role is $60,000 - $65,000.  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 four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Northern California and Northern Nevada regions. 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 (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• 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 Northern California area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Northern Texas and Oklahoma based in Dallas/Fort Worth area. 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 (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• 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 Dallas/Fort Worth area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Ohio, Michigan, Kentucky, and Indiana based in the Detroit or Cleveland area. 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 (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• 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 Detroit or Cleveland area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in the Pacific Northwest region based in Seattle. 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 (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• 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 Seattle. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking a Senior Client Relationship Manager, Vice President.  This individual is responsible for leading sales coverage in Southern California and Southern Nevada. based in Southern California.  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 (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist)
• 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 Southern California area. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking an Alternative Investment Operations, Assistant Vice President to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional support experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.

The ideal candidate will build strong client relationships and become a strategic problem solver together with team Leads and Associates. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction and operational processes as a team.

Responsibilities

• Develop an in-depth understanding of all interfaces on the iCapital platform, ensuring the seamless launch of fund launches, recurring client activities, and ongoing health of our alternative clients with key relationships with wirehouses, RIAs, and IBDs.
• Execute end-to-end technical and operations deliverables on recurring platforms, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities.
• Partner closely with Product and Technology teams to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies.
• Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces.
• Act as the primary contact for clients, managing inquiries and optimizing their platform experience while also prioritizing and categorizing requests for efficient resolution.
• Meet and exceed service level agreements and performance targets through effective queue management.
• Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution.
• Enhance and maintain product documentation and internal resources to support platform users.
• Maintain fund collateral and offerings to keep the platform updated with varying alternative investment products.

Qualifications

• 5-7+ years of experience in a client-facing role within the finance industry
• Bachelor’s degree is required
• Experience analyzing complex technical problems, breaking them down into actionable steps and driving them toward a resolution
• Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
• Proactive team member who seeks ways to improve client satisfaction and operational efficiency, contributing positively to our team culture and client success
• Experience with support ticketing tools and a strong foundation in technical troubleshooting with the ability to take a patient and client-centric approach to delivering technical and platform support
• Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic
• Able to convey complex concepts clearly and concisely to a diverse audience
• High attention to detail with the ability to manage complex workflows, identify discrepancies, and ensure accuracy across platform operations and client deliverables
• Self-starter with a strong sense of ownership; able to work independently, prioritize effectively, and proactively drive issues through resolution
• Strong technical aptitude, including comfort working “under the hood” of platforms to understand system behavior, workflows, and dependencies
• Ability to analyze technical and operational issues using structured problem-solving, including reviewing data, logs, or system outputs to identify root causes
• Comfort translating technical concepts and platform behavior into clear, actionable explanations for both clients and non-technical internal partners

Benefits

The base salary range for this role is $90,000 to $115,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking an Associate to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional support experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.

The ideal candidate will build strong client relationships and become a strategic problem solver together with team Leads and Associates. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction and operational processes as a team.

Responsibilities

• Develop an in-depth understanding of all interfaces on the iCapital platform, ensuring the seamless launch of fund launches, recurring client activities, and ongoing health of our alternative clients with key relationships with wirehouses, RIAs, and IBDs.
• Execute end-to-end technical and operations deliverables on recurring platforms, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities.
• Partner closely with Product and Technology teams to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies.
• Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces.
• Act as the primary contact for clients, managing inquiries and optimizing their platform experience while also prioritizing and categorizing requests for efficient resolution.
• Meet and exceed service level agreements and performance targets through effective queue management.
• Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution.
• Enhance and maintain product documentation and internal resources to support platform users.
• Maintain fund collateral and offerings to keep the platform updated with varying alternative investment products.

Qualifications

• 2-5+ years of experience in a client-facing role within the finance industry
• Bachelor’s degree is required
• Experience analyzing complex technical problems, breaking them down into actionable steps and driving them toward a resolution
• Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
• Proactive team member who seeks ways to improve client satisfaction and operational efficiency, contributing positively to our team culture and client success
• Experience with support ticketing tools and a strong foundation in technical troubleshooting with the ability to take a patient and client-centric approach to delivering technical and platform support
• Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic
• Able to convey complex concepts clearly and concisely to a diverse audience
• High attention to detail with the ability to manage complex workflows, identify discrepancies, and ensure accuracy across platform operations and client deliverables
• Self-starter with a strong sense of ownership; able to work independently, prioritize effectively, and proactively drive issues through resolution
• Strong technical aptitude, including comfort working “under the hood” of platforms to understand system behavior, workflows, and dependencies
• Ability to analyze technical and operational issues using structured problem-solving, including reviewing data, logs, or system outputs to identify root causes
• Comfort translating technical concepts and platform behavior into clear, actionable explanations for both clients and non-technical internal partners

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).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

iCapital is seeking an experienced Alternative Investment Operations - Vice President to join the US Platform Operations team and play a critical role in how alternative investment products are delivered to clients. This leader will oversee the execution of operational and technical requirements across the platform, ensuring scalable, high-quality delivery for the growing alternatives business.

The Vice President will lead a team responsible for business as usual (BAU) platform operations, middle office execution, and technical support, with a strong focus on operational excellence, process optimization, and client experience. This role is highly visible, cross functional, and essential to maintaining the reliability, efficiency, and scalability of iCapital’s platform in a fast paced, growth-oriented environment.

Responsibilities

• Own end‑to‑end operational execution of fund launches across the VP’s covered client portfolio, ensuring on‑time, accurate delivery aligned with client commitments and platform readiness.
• Support the alternative investments business with day‑to‑day platform operations ensuring consistent execution aligned with operational standards and service expectations.
• Manage a dedicated book of alternative investment clients, overseeing recurring activities including fund launches, platform configurations, technical operations, and ongoing support.
• Develop and directly manage a team of 3–5 professionals across middle‑office and pipeline operations, fostering a culture of accountability, quality, and continuous improvement.
• Drive efficiency and scalability across BAU operations by standardizing processes, strengthening quality controls, and delivering training and guidance to the team.
• Own issue management and escalation, serving as a senior point of contact for complex operational challenges and stakeholder coordination.
• Balance daily execution with ongoing process improvement, identifying opportunities to operationalize enhancements and reduce risk.
• Establish and maintain best practices for documentation, knowledge management, and process transparency within the team and across the organization.
• Partner closely with cross‑functional teams, including Client Management, Product, Technology, and Fund Origination to troubleshoot issues, inform platform enhancements, and support broader business objectives.

Qualifications

• 10+ years of experience in financial services, fintech, or alternatives, with at least 3+ years in platform operations, middle‑office operations, or a related function
• Experience in a high‑growth or scaling organization is strongly preferred
• Proven track record managing and developing small, operations‑focused teams in dynamic environments and experience onboarding and ramping new hires is a plus
• Demonstrated leadership in operational execution, including ticketing management, client responsiveness, and resolution of complex operational and support issues
• Strong organizational skills with the ability to manage competing priorities and deliver consistent results in a fast‑paced setting
• Excellent interpersonal and communication skills, with the ability to clearly articulate complex operational and technical concepts to internal and external stakeholders
• Proven client‑facing experience, including managing senior client relationships and navigating high‑expectation environments
• Experience driving and enhancing established operational processes within middle‑office or comparable domains
• Alternatives industry experience is a plus

Benefits

The base salary range for this role is $125,000 to $160,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking for a Compliance Analyst/Associate candidate to join its Regulatory and Compliance team to lead the review and approval process for investor AML/ KYC with a strong private fund focus. The candidate will be responsible for ensuring compliance with all AML/KYC regulatory requirements and generally assisting the Legal and Compliance teams with various compliance-focused tasks.    

Responsibilities 

• Review of investor/client AML/KYC documentation, client communications, quarterly reporting and ongoing monitoring.
• Perform third party reliance testing and monitoring.
• Collaborate across various business lines on new initiatives, providing compliance guidance 
• AML screening review and dispositions.
• Assist in preparing for and responding to inquiries and audits. 

Qualifications 

• 1-4 years of alternatives experience, preferably with both broker dealer and registered investment advisor experience
• Strong knowledge of the Investment Company Act of 1940, Securities Act of 1933 and Cayman Islands Anti-Money Laundering Regulations
• AML/KYC knowledge of regulatory requirements for private fund investors
• Experience with AML screening resolution vendor tools (LexisNexis, Worldcheck, ComplyAdvantage, etc.)
• Excellent verbal communication skills and strong ability for personal interaction
• Thrives in a fast-paced environment with a continuous learning mindset
• Self-motivated with robust project management and process development skills
• ACAMS certification preferred, but not required
• JD a plus, but not required 

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days a week with the flexibility to work remotely 2 days.

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.

For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

About the Role

iCapital is hiring a Vice President, APAC Legal Counsel to join its International Legal Team and work with the broader iCapital team in APAC. The focus will include representing private funds sponsored in APAC (predominantly Cayman- and Australia-domiciled funds) on a wide spectrum of matters including fund formation, marketing, structuring and distribution matters. The ideal candidate should have strong experience in both drafting and negotiating fund documents, side letters, placement agreements and related fund materials, and have the capability of workshopping and ultimately launching new fund structures and strategic initiatives at iCapital.  The candidate will work closely with the broader International Legal team, as well as the Client Solutions, Product Development and Structuring, Regulatory & Compliance and other operational teams at iCapital. This is a unique opportunity to work with a dynamic team and meaningfully contribute to the expansion of a growing business

Responsibilities

• Draft and negotiate various agreements with counterparties including many of the world’s largest and most sophisticated fund managers and leading distribution agents
• Draft and review private fund offering materials, partnership agreements and related private fund legal documentation
• Advise on the legal implications of offering new and existing products and services across jurisdictions
• Coordinate with outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work
• Engage in, solution and execute on new initiatives, structures and business lines as the company grows and evolves
• Drive legal projects with on-time and on-budget results
• Work on general corporate matters and a broad range of commercial contracts

Candidate Profile and Qualifications

• Desire to work at a high-growth company in a fast-paced environment
• Qualified lawyer with 5+ years PQE in a major common law jurisdiction
• Proven legal expertise in multiple practice areas, such as financial markets, commercial and corporate, with a keen interest in asset management and/or financial technology and the development of the industry
• Strong knowledge of Cayman fund structures
• Knowledge of Australia and Singapore fund structures is a plus
• Knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940 and the Securities Act of 1933 is a plus
• Knowledge of fund and cross-border regulations is a plus
• Japanese language skills is a plus
• Strong interpersonal and leadership skills
• Willingness to learn new topics and work in an evolving business environment
• High level of integrity
• A proactive attitude and ability to work cross-functionally and ability to think through complex concepts and tackle them in an organized and efficient manner

 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.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapital.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

This position does not offer visa sponsorship now or in the future.

iCapital is looking to hire an Application Support Engineer, to join a growing Data Support team. This role is primarily related to production support. This individual will be working with customer support using technical troubleshooting skills focusing on SQL and site administration. This role will also get to work with the Product Development and Engineering teams on resolving customer requests and issues that demand technical knowledge.

Responsibilities

• Perform root cause analysis of production issues by utilizing SQL to analyze data and coordinate with the Production Support and Engineering teams to resolve issues.
• Serve as the primary liaison to work cross-functionally with clients, fund administrators, and business groups to manage and rectify data exceptions.
• Collaborate with Product Managers to define and implement data projects for existing and new features and workflows.
• Develop exception management tools to strengthen data quality control and produce metrics and dashboards to inform stakeholders on prioritizing resolutions.
• Define business and technology requirement documents for the Engineering teams to develop new features or to address issues.
• Develop an in-depth understanding of organizational data flow and its impact on business processes.
• Write test cases and perform UAT to ensure issues are identified and addressed.

Qualifications

• 3+ years of business analyst or data application support experience within the financial services industry
• Bachelor’s degree or higher in computer science, business analytics, business administration, finance or in a related field
• Proven track record of performing root cause analysis and coordinating with engineers on investigation and resolution
• Strong analytical, problem-solving, communication and relationship management abilities
• Experience with private equity or hedge fund business and data is a plus

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).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $945 billion in global client assets invested in 1,940 funds, as of June 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking a Forward Deployment AI Engineer (FDE) to accelerate the delivery of production-grade AI capabilities into real business workflows. This role is ideal for an engineer who thrives at the intersection of engineering, solution design, and stakeholder partnership. The ideal candidate can take ambiguous requirements, rapidly build working solutions, deploy them safely into production environments, and iterate based on real-world usage.

On the AI/ML team, this individual will work closely with AI/ML engineers, Product and Business Partners, and downstream Technology teams to embed AI systems directly into day-to-day operations using platforms such as Copilot Studio, Power Automate, and other agentic solutions. This role is expected to combine strong technical execution with crisp communication, operational discipline, and a bias toward measurable business impact.

Responsibilities

• Own forward deployment end-to-end for AI-powered solutions (i.e. discovery, scoping, prototyping, integration, production rollout, monitoring, and iteration) based on outcomes.
• Partner with stakeholders to translate business problems into deployable solutions such as running working sessions, clarifying requirements, defining success metrics, and managing tradeoffs to drive adoption.
• Integrate agentic workflows and capabilities into business systems, orchestrating tools, automations, and decision flows to support end to end AI driven processes.
• Drive project execution for AI deployments, including workplan definition, milestone tracking, dependency and risk management, stakeholder communication, and launch coordination across engineering, product, and business teams.
• Establish measurement and feedback loops, instrumenting workflows to track quality, throughput, and business KPIs, and using those signals to drive continuous improvement post-launch.
• Debug and resolve production issues spanning model behavior, data quality, automation logic, and system integrations and coordinate across teams to root-cause and remediate issues quickly.
• Document and enable through clear handoffs, reference architectures, and internal documentation for both technical and non-technical audiences.

Qualifications

• 3-6+ years of experience delivering production software or applied AI systems into real operational environments
• Proven experience leveraging AI to automate, orchestrate, and scale operational processes
• Strong proficiency in Python, with the ability to integrate custom services into broader enterprise workflows
• Experience with cloud-native development patterns (i.e. AWS), including deployment, monitoring and observability, and best operational practices
• Demonstrated ability to work through ambiguous problem statements, structure discovery, and deliver solutions with measurable business impact
• Strong written and verbal communication skills and comfort working directly with business stakeholders
• Hands-on experience building solutions with Copilot Studio, Power Automate, or other agentic solutions, especially for AI-driven workflow automation and agent-based interactions
• Familiar with enterprise integration patterns (i.e. service-to-service auth, eventing, APIs, data contracts) and operating AI systems in regulated environments
• Strong operational mindset such as logging, monitoring, dashboards, incident response, and postmortems
• Familiar with agent communication protocols (i.e. MCP, A2A) is a plus

Benefits

The base salary range for this role is $100,000 to $135,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking an Associate for the Asset Manager Solutions EMEA team, based in London, to contribute to the development and execution of iCapital’s global strategy in EMEA.  The Associate will support the Asset Manager Solutions EMEA 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.  This position requires strong analytical skills, attention to detail, and the ability to manage multiple workstreams in a fast‑paced environment.

Responsibilities

• Work with senior relationship managers in covering and servicing private equity, private credit, and alternative asset managers across EMEA
• 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
• Prepare presentations and client meeting materials, internal memos, and meeting notes
• 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

• 2–5 years of relevant experience in asset management, fund formation, consulting, or financial services
• Strong interest in alternative investments and private markets
• Understanding of fund structures and investment vehicles preferred
• Strong analytical, organizational, and problem‑solving skills
• Excellent written and verbal communication skills
• Ability to work collaboratively across teams and manage multiple priorities

Education

• Bachelor’s degree required; advanced degree or professional qualifications a plus

Attributes

• Detail‑oriented with a strong execution mindset
• Proactive, motivated, and eager to learn
• Comfortable interacting with senior internal and external stakeholders
• Team‑oriented and adaptable in a dynamic 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). 

For additional information on iCapital  please visit https://www.icapital.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

About the Role

iCapital is looking to hire an Assistant Vice President to join the Structured Investments Distribution team (Western U.S. Region). This high-performing leader will oversee all aspects of wholesaling investment products to registered representatives. Reporting into the Senior Vice President or Managing Director, this role will work amongst a talented team of professionals who are making an impact at iCapital. We are looking for someone who is both strategic and hands on, and able to manage multiple clients while developing new relationships. 

Responsibilities

• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients.     
• Educate advisors on the merits of structured investments as part of client portfolios.  
• Continue to self-educate and be able to discuss our 200+ monthly offerings.
• Work in close partnership with home offices and issuer partners on new offerings.
• Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
• Onboard new clients to iCapital’s best-in-class network to support business growth.  
• Travel regularly in market to meet with advisors and clients to support new and existing business.   
• Utilize contact management system to capture information and schedule follow up activities. 

Qualifications

• 4-7+ years of experience working within the investment industry in a client facing capacity (e.g., external wholesaler, internal wholesaler, relationship manager, product specialist)     
• Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process
• Able to sell and provide support for a diverse platform of structured investments and other Defined Outcome offerings
• Series 7 and 63 licenses are required
• Experience covering large wealth management platforms such as Wells Fargo Advisors is preferred 

Benefits

The base salary range for this role is $70,000 to $80,0000, this role is eligible for our annual comission plan. iCapital offers a compensation package which includes salary, equity for all full-time employees. 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineers who can build APIs and applications that are highly performant and intuitive. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients.

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. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job—with support from management and mentors.

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 $110,000 to $140,000 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role 

The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineering manager that can lead the medium to large software engineering team through SDLC process and is comfortable operating in large scale organization with many cross-team dependencies. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. 

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. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job—with support from management and mentors. 

Responsibilities 

• Building cloud native services using Scala using open-source frameworks Akka, ZIO etc. 

• Lead the direction and development of the firm’s go-to-market strategy. 

• Develop new and existing relationships with investment banks, third-party distributors, and distribution partners to develop the product category for the firm. 

• Work with internal technical partners to create a product offering that meets the needs of our clients. 

• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams platform onboarding and ongoing client development. 

• Maintain synchronization across various industry groups to deliver a robust platform solution that addresses key stakeholders needs. 

• Take ownership of projects and provide strong analytical support to teammates. 

• Develop presentations with significant data and analysis for internal meetings and projects. 

• Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process 

Qualifications 

• Degree in Software Engineering 

• 7+ years of cloud-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 

• Proven analytical skills, problem solving ability, and attention to detail 

• Strategic mindset and ability to work independently 

Benefits

The base salary range for this role is $160,000 to $220,000 depending on level and experience.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Billing Coordinator Analyst to provide administrative support and serve as a point of contact for both internal and external constituencies associated with Legal and Compliance groups’ vendors and outside spending. The ideal candidate should have experience interacting with high level executives and the ability to manage up through attention to detail, strong initiative, ability to work independently, and a high level of confidentiality. This role will communicate, schedule, and collaborate with our team, other teams within the company, law firms, vendors, clients, potential clients, and investors.

Responsibilities

• Responsible for receiving invoices, seeking approval, and processing payments for over 10 million dollars in invoices from law firms and other vendors
• Supervise the onboarding of software and rollout for processing legal invoices.
• Oversee the invoice process in Coupa ensuring accuracy, compliance, and proper routing for approval
• Serve as the primary point of contact for legal vendors, addressing billing questions, payment status inquiries, and issue resolution
• Help move along deliverables, facilitate special requests, and contribute to the implementation of last-minute ideas
• Take the initiative to improve operations and office conditions daily
• Undertake various administrative tasks for the Legal team, including document organization and review

Qualifications

• Undergraduate college degree
• Prior experience in law firm/corporate law department or working with accounts payable would be helpful
• Proficient with Microsoft Office (Word, Outlook, Excel, PowerPoint).  Experience with Coupa is a plus
• Excellent written, verbal, and interpersonal communication skills
• Previous experience successfully managing schedules and processes in a fast-paced environment
• Comfort operating within a dynamic environment and executing in unfamiliar situations
• Willing and able to provide executive support beyond the scope of a typical workday

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days a week with the flexibility to work remotely 2 days. 

For additional information on iCapital, please visit https://www.icapital.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

About the Role

iCapital’s Distributed Ledger Technology team is looking to hire a Senior Blockchain / Backend Engineer to develop an industry-wide distributed ledger solution for the alternative investment ecosystem to facilitate access to private markets investments for advisors and their high-net-worth clients using innovative technology solutions. Candidates should be able to understand complex business problems, scope projects, identify business opportunities, optimize workflows, and communicate their findings across all levels of the organization. This role is highly visible and involves working closely with other teams in Engineering, Product, senior leadership, and industry partners.   

Responsibilities

• Design and implement a private and permissioned distributed ledger using DAML / 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
• Actively participate in daily stand-up meetings
• Actively participate in Peer Code Reviews as part of our standard SDLC and Change
• Stay current with the latest developments in blockchain technology and incorporate them into our 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 and FastAPI
• Demonstrated understanding of relational database concepts and modeling practices
• Experience building APIs for large scale applications using AWS
• Experience with toke

  About the Role

  iCapital’s Distributed Ledger Technology team is looking to hire a Blockchain / Backend Engineer to develop an industry-wide distributed ledger solution for the alternative investment ecosystem to facilitate access to private markets investments for advisors and their high-net-worth clients using innovative technology solutions. Candidates should be able to understand complex business problems, scope projects, identify business opportunities, optimize workflows, and communicate their findings across all levels of the organization. This role is highly visible and involves working closely with other teams in Engineering, Product, senior leadership, and industry partners.   

   

  Responsibilities

  • Design and implement a private and permissioned distributed ledger using DAML / Canton and other open source blockchain frameworks
  • Build and maintain a RESTful API using Python and FastAPI
  • Actively participate in daily stand-up meetings
  • Actively participate in Peer Code Reviews as part of our standard SDLC and Change
  • Stay current with the latest developments in blockchain technology and incorporate them into our ecosystem

   

  Qualifications

  • 6+ years software engineering experience building enterprise SaaS cloud-based solutions
  • Experience with DAML, Solidity, or other blockchain programing languages
  • Experience with Python and FastAPI
  • Demonstrated understanding of relational database concepts and modeling practices
  • Experience building APIs for large scale applications using AWS
  • Experience with tokenization and blockchain-based investments
  • Familiarity with security best practices and encryption techniques
  • Basic knowledge of finance and business (e.g., capital markets, alternative investments)
  • Excellent writing, communication, and presentation skills
  • Exceptional ability to understand client needs, scope projects, develop detail-oriented execution plans, and communicate results
  • An entrepreneurial hunger to own problems from start-to-finish, manage projects, overcome operational bottlenecks, and execute effectively

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).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

We are seeking a highly experienced Senior Data / Business Analyst to play a key role in advancing our Marketing Analytics and Campaign Reporting capabilities. This role is split between hands-on reporting and analysis (50%) and dashboard development and reporting automation (50%), with a strong emphasis on ownership, rigor, and scalability.

This is an individual contributor role for someone who can independently own reporting outputs, influence measurement standards, and help move the organization from fragmented and manual analytics toward more consistent, automated, and trusted insights. The ideal candidate is comfortable working in an environment where analytics are evolving and enjoys improving how data is captured, analyzed, and used.

Responsibilities:

• Contributing to the design, development, and ongoing improvement of Tableau dashboards used to assess campaign performance, channel effectiveness, and funnel outcomes
• Leading the delivery of recurring performance reports and executive-ready scorecards, combining automated dashboards with hands-on analysis and interpretation
• Serving as a subject matter expert for marketing performance reporting, proactively identifying trends, issues, and optimization opportunities
• Driving the transition from manual reporting to scalable, standardized, and self-service dashboards
• Analyzing and synthesizing data from multiple Martech and CRM platforms, including GA4, Salesforce, HubSpot, Cvent, LinkedIn, YouTube, X, Brightcove, and related sources
• Validating data accuracy across systems and proactively identifying discrepancies, tracking gaps, and data quality issues
• Partnering with CRM and marketing operations teams to influence how data pipelines, schemas, and reporting views are structured
• Supporting and reinforcing UTM standards and campaign tracking governance to ensure consistent attribution and measurement
• Helping maintain structured campaign hierarchies (e.g., parent/child campaigns) to enable reliable reporting
• Contributing to the definition and documentation of metrics, KPIs, and reporting standards used across marketing and sales
• Partnering with marketing, sales, and various stakeholders to translate business goals into effective reporting and insights
• Communicating insights, assumptions, and limitations clearly to both technical and non-technical audiences

Required qualifications:

• +6 years of experience in data analysis, business analytics, marketing analytics, or campaign reporting
• Strong experience supporting B2B marketing analytics, preferably in FinTech, Financial Services, SaaS, or enterprise environments
• Advanced expertise in Tableau, including dashboard architecture, complex calculations, and performance optimization
• Hands-on experience with GA4, Salesforce, HubSpot, and digital marketing platforms
• Advanced Excel skills for data analysis, validation, and complex reporting workflows
• Proven ability to operate independently and take end-to-end ownership of analytics deliverables
• Strong analytical judgment and comfort working with imperfect or evolving data
• Excellent written and verbal communication skills, including experience presenting insights to senior stakeholders

Nice to have:

• Experience with web tracking or tag management (e.g., Google Tag Manager)
• Familiarity with attribution models and conversion path analysis
• Exposure to additional BI tools such as Looker Studio or Power BI
• Experience helping organizations mature analytics practices through standardization and automation

This role is central to strengthening how marketing performance is measured, understood, and trusted across the organization. You will have ownership over critical reporting used by senior stakeholders and the opportunity to meaningfully improve analytics practices over time without unnecessary over‑engineering.

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days a week with the flexibility to work remotely 2 days.

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.

For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

About the Role

iCapital is seeking a Business Control Associate or Assistant Vice President to strengthen the firm’s operational foundation by embedding a robust first line of defense (1LOD) business control framework. This includes risk identification, control design, control execution and testing, and governance while implementing scalable processes, standardization, and data driven insights within the Business Controls and Governance team. This individual will help identify risks across key operational workflows, translate risks into practical preventive and detective controls, and ensure controls are documented, evidenced, stored and operating effectively to support operational excellence and regulatory compliance.

This role is highly collaborative and central to ensuring consistent risk and control outcomes across the organization. This role will partner closely with the Operations and Investment Product Management leadership team, process owners, the Compliance (2LOD) and Risk teams to drive clear ownership, effective challenges, timely issue remediation, and strong governance routines (i.e. dashboards, committee materials, and control performance reporting). The role offers meaningful opportunity to take on expanded responsibilities as the organization scales and the control environment evolves.

Responsibilities

• Support the design, documentation, and enhancement of business processes, controls, and SOPs.
• Create and execute recurring control activities, including evidence collection, sampling, and quality checks.
• Partner with the Operations team to develop appropriate controls to deliver key operational initiatives.
• Create, maintain, and update control inventories.
• Track and evaluate the execution of strategic initiatives to measure effectiveness against risk growth objectives.
• Prepare governance materials, dashboards, and control performance summaries for senior leadership.
• Maintain audit ready documentation repositories with strong version control.
• Track and report on control execution, issues, and remediation progress.
• Analyze operational, risk, and business data to identify trends, control gaps, and process inefficiencies.
• Build and maintain dashboards, reports, and metrics (KRIs/KCIs) to support governance and business decision making.
• Partner with the Operations, Product, and Analytics teams to improve data quality and strengthen data pipelines supporting control activities.
• Perform ad hoc deep dives using SQL, Excel, or BI tools to support issue management, root cause analysis, and operational reviews.
• Evaluate control effectiveness and documenting remediation plans.
• Support incident management like root cause analysis, remediation tracking, and validation of completed actions.
• Contribute to readiness for audits, regulatory exams, and internal reviews.
• Identify opportunities to streamline workflows, reduce manual touchpoints, and automate control activities.
• Collaborate with operational business owners to create standardization, identify risks, and implement process improvements to strengthen operational resilience.
• Support cross functional initiatives that enhance scalability, customer experience, and operational transparency.
• Build subject matter expertise in the operational data, systems, and processes across the company and how they interconnect

Qualifications

• 5+ years of experience in business controls, risk management, operations, or data driven operational roles, preferably in fintech, wealth management or financial services
• Experience and basic knowledge of alternative investments and related operational workflows (i.e. private equity, private credit, hedge funds, real assets)
• Proficiency in PowerPoint (or equivalent) to create clear, executive-ready presentations, dashboards, and governance materials
• Experience supporting governance and oversight routines, including committee materials, management reporting, audit and regulatory readiness, and maintaining an effective control framework (control inventory, documentation standards, evidence, and version control)
• Knowledge of operational risk frameworks (i.e. RCSAs, KRIs, issue management, control testing) and how they are applied in a first line of defense, (1LOD) environment
• Able to interpret data, identify patterns, and translate insights into operational or control improvements
• Understanding of control frameworks, operational risk concepts, and 1LOD/2LOD responsibilities
• Excellent communicator with experience working collaboratively with operations, Compliance, Product, and Technology teams
• Familiar with regulatory frameworks

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).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

We are seeking an AVP / VP – Business Operations & Asset Manager Marketing Manager (International) to join our International Marketing & Communications team, based in Zurich or London and reporting directly to the Head of International Marketing & Communications. This is a dual‑mandate role combining business operations of the international marketing team with Asset Manager (GP) marketing and partnership responsibility.

This person will own the operating mode and support the delivery of International Marketing (plans, prioritization, KPIs) while partnering with Asset Manager Solutions to translate GP priorities into campaigns and event/conference programs that support fundraising.

Operating mode: The role operates at the intersection of international marketing execution, asset manager solutions, and regional coordination. It requires a strong understanding of GP priorities, fundraising objectives, and distribution challenges, particularly as GPs target the global wealth channel. The successful candidate will translate GP needs into clear, executable marketing initiatives and operational action plans, while also supporting fundraising for iCapital’s proprietary, GP‑sponsored events and shaping compelling agendas for iCapital’s flagship conferences.

A strong emphasis is placed on supporting the build‑out and execution of regional marketing plans, ensuring alignment between global strategy, regional priorities, and operational delivery.

Key Responsibilities

Business Operations, Planning & Regional Execution

• Support planning, prioritization, and execution discipline across International Marketing initiatives.
• Translate strategic objectives into clear operating plans, timelines, and deliverables, ensuring accountability across stakeholders.
• Help coordinate and shape regional marketing plans and go‑to‑market priorities in partnership with the Head of International Marketing & Communications and regional teams.
• Support budgeting, forecasting, and resource planning for international marketing programs.
• Identify opportunities to streamline processes and improve cross‑regional coordination and effectiveness.
• Serve as a trusted operational partner to the Head of International Marketing & Communications, supporting decision‑making and execution at pace.
• Support reporting and KPI tracking for International Marketing, preparing concise, insight‑driven updates and presentation materials for senior management and monthly alignment calls with client‑facing teams.

Asset Manager (GP) Marketing, Partnerships & Events

• Partner closely with iCapital’s Asset Manager Solutions teams across EMEA, APAC, LATAM, and Canada to align GP priorities with marketing execution.
• Build a deep understanding of GP business models, fundraising strategies, and distribution goals, translating these into targeted marketing initiatives.
• Foster strong, trusted relationships with iCapital’s GP clients and support GP fundraising and sponsorship efforts, particularly around proprietary events.
• Support and help shape agendas for iCapital’s proprietary global and regional conferences, ensuring content is relevant, compelling, and aligned with GPs’ immediate priorities as they target the wealth channel.
• Ensure coherent integration between GP‑sponsored content, broader event narratives, and iCapital’s positioning.

Cross‑Functional Collaboration

• Act as a key point of coordination between International Marketing & Communications, Asset Manager Solutions, Events, and regional stakeholders.
• Contribute to international marketing planning, prioritization, and execution across regions.
• Collaborate closely with the US headquarters-based team members of iCapital’s Marketing & Communications Organization.

Qualifications & Experience

• 7–10+ years of experience in marketing, business operations, asset management, or financial services, with exposure to GPs, private markets, or alternatives.
• Experience balancing operational ownership with externally facing marketing and partnership work.
• Demonstrated ability to translate complex GP or business needs into clear, actionable marketing initiatives.
• Experience contributing to regional or international marketing plans across multiple geographies.
• Strong stakeholder management and communication skills
• The role works across time zones with periodic travel for conferences and key partner engagements (frequency to be discussed during the process).

• Someone who takes ownership and feels energized by autonomy, while keeping information flow high within the team.

Why This Role Matters

This role ensures that iCapital’s international marketing efforts are focused, well‑coordinated, and highly relevant to asset managers. By combining business operations ownership with asset manager marketing, the role strengthens GP relationships, supports fundraising, and ensures regional marketing plans are executed effectively.

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). 

For additional information on iCapital  please visit https://www.icapital.com/about-us  X (former Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

About the Role

We are seeking an AVP / VP – Business Operations & Asset Manager Marketing Manager (International) to join our International Marketing & Communications team, based in Zurich or London and reporting directly to the Head of International Marketing & Communications. This is a dual‑mandate role combining business operations of the international marketing team with Asset Manager (GP) marketing and partnership responsibility.

This person will own the operating mode and support the delivery of International Marketing (plans, prioritization, KPIs) while partnering with Asset Manager Solutions to translate GP priorities into campaigns and event/conference programs that support fundraising.

Operating mode: The role operates at the intersection of international marketing execution, asset manager solutions, and regional coordination. It requires a strong understanding of GP priorities, fundraising objectives, and distribution challenges, particularly as GPs target the global wealth channel. The successful candidate will translate GP needs into clear, executable marketing initiatives and operational action plans, while also supporting fundraising for iCapital’s proprietary, GP‑sponsored events and shaping compelling agendas for iCapital’s flagship conferences.

A strong emphasis is placed on supporting the build‑out and execution of regional marketing plans, ensuring alignment between global strategy, regional priorities, and operational delivery.

Key Responsibilities

Business Operations, Planning & Regional Execution

• Support planning, prioritization, and execution discipline across International Marketing initiatives.
• Translate strategic objectives into clear operating plans, timelines, and deliverables, ensuring accountability across stakeholders.
• Help coordinate and shape regional marketing plans and go‑to‑market priorities in partnership with the Head of International Marketing & Communications and regional teams.
• Support budgeting, forecasting, and resource planning for international marketing programs.
• Identify opportunities to streamline processes and improve cross‑regional coordination and effectiveness.
• Serve as a trusted operational partner to the Head of International Marketing & Communications, supporting decision‑making and execution at pace.
• Support reporting and KPI tracking for International Marketing, preparing concise, insight‑driven updates and presentation materials for senior management and monthly alignment calls with client‑facing teams.

Asset Manager (GP) Marketing, Partnerships & Events

• Partner closely with iCapital’s Asset Manager Solutions teams across EMEA, APAC, LATAM, and Canada to align GP priorities with marketing execution.
• Build a deep understanding of GP business models, fundraising strategies, and distribution goals, translating these into targeted marketing initiatives.
• Foster strong, trusted relationships with iCapital’s GP clients and support GP fundraising and sponsorship efforts, particularly around proprietary events.
• Support and help shape agendas for iCapital’s proprietary global and regional conferences, ensuring content is relevant, compelling, and aligned with GPs’ immediate priorities as they target the wealth channel.
• Ensure coherent integration between GP‑sponsored content, broader event narratives, and iCapital’s positioning.

Cross‑Functional Collaboration

• Act as a key point of coordination between International Marketing & Communications, Asset Manager Solutions, Events, and regional stakeholders.
• Contribute to international marketing planning, prioritization, and execution across regions.
• Collaborate closely with the US headquarters-based team members of iCapital’s Marketing & Communications Organization.

Qualifications & Experience

• 7–10+ years of experience in marketing, business operations, asset management, or financial services, with exposure to GPs, private markets, or alternatives.
• Experience balancing operational ownership with externally facing marketing and partnership work.
• Demonstrated ability to translate complex GP or business needs into clear, actionable marketing initiatives.
• Experience contributing to regional or international marketing plans across multiple geographies.
• Strong stakeholder management and communication skills
• The role works across time zones with periodic travel for conferences and key partner engagements (frequency to be discussed during the process).

• Someone who takes ownership and feels energized by autonomy, while keeping information flow high within the team.

Why This Role Matters

This role ensures that iCapital’s international marketing efforts are focused, well‑coordinated, and highly relevant to asset managers. By combining business operations ownership with asset manager marketing, the role strengthens GP relationships, supports fundraising, and ensures regional marketing plans are executed effectively.

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). 

For additional information on iCapital  please visit https://www.icapital.com/about-us  X (former Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

About the Role

iCapital is looking to hire a Business Systems Administrator Assistant Vice President to support and scale the organization’s enterprise applications ecosystem. This individual will span Business Spend Management (BSM), ERP, CLM, CRM, and other core business platforms. This role blends system administration, business analysis, process documentation, and project coordination to ensure operational effectiveness, data quality, and successful delivery of technical initiatives across multiple functions. The ideal candidate strengthens enterprise operations by providing robust, scalable, and well-documented systems and processes. This role enhances data reliability, accelerates project execution, improves cross functional alignment, and ensures that business applications evolve alongside organizational needs.

Responsibilities

• Administer and support enterprise business applications, including ERP, BSM, CRM, CLM, and related platforms.
• Configure and maintain system settings, user roles, permissions, approval workflows, and routing logic.
• Monitor application health, data integrity, and operational performance; proactively identify stability and process improvement opportunities.
• Support and coordinate integrations across ERP, BSM, CRM, CLM, payment platforms, and third-party systems.
• Troubleshoot integration issues, data discrepancies, failed transactions, and workflow breakdowns.
• Lead requirements gathering with the Finance, Technology, and Operations teams and other stakeholders.
• Produce clear business requirements documents (BRDs), functional specifications, and solution recommendations.
• Analyze current-state processes and identify opportunities for automation, optimization, and redesign.
• Document end-to-end business processes, system workflows, procedures, and operational playbooks.
• Coordinate and track project activities, including milestones, risks, testing cycles (i.e. SIT or UAT), and stakeholder communications.
• Act as an escalation point for system issues, performing root-cause analysis and coordinating resolution.
• Support data governance, access controls, audit readiness, and ongoing compliance with internal controls.

Qualifications

• Bachelor’s degree in information systems, finance, business, a related field, or equivalent work experience
• 6+ years of experience supporting enterprise business applications in a systems administration, business systems, or IT analyst role. Experience in the financial services, asset management, or highly regulated industries is preferred
• Hands-on experience administering ERP and adjacent platforms (i.e. procurement, CRM, CLM, or financial systems)
• Strong experience with user administration, workflow configuration, and approval routing
• Proven ability to gather requirements and translate business needs into clear functional documentation
• Experience supporting system integrations and troubleshooting data flow or synchronization issues
• Strong understanding of business processes across finance, accounting, and operations
• Demonstrated ability to document processes, create training materials, and maintain knowledge repositories
• Experience supporting testing efforts, including SIT and UAT
• High attention to detail with a focus on data quality, controls, and audit readiness
• Strong organizational and project coordination skills
• Excellent written and verbal communication skills with both technical and non-technical stakeholders
• Experience supporting Business Spend Management (BSM) platforms, ERP financial modules, or payment systems
• Exposure to SOX controls, audit support, and access governance in regulated environments
• Experience working with integration platforms or middleware solutions
• Familiar with Agile delivery models, sprint planning, or backlog management
• Experience partnering with external vendors or implementation partners

Benefits

The base salary range for this role is $90,000 to $125,000. 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Eastern Canada region. 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 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. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 
Twitter: @icapitalnetwork |
LinkedIn: https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination.  iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.

About the Role

iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Ontario region. 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 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
• 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

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

iCapital 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.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 
Twitter: @icapitalnetwork |
LinkedIn: https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination.  iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.

About the Role

iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Western Canada region. 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 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
• 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. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 
Twitter: @icapitalnetwork |
LinkedIn: https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination.  iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.

The Chief Risk Officer (CRO) is a newly created role, as we establish a formal second line of defense, bringing Regulatory & Compliance, Enterprise Risk & Governance and Safety, Resilience & Incident Management together under one risk structure.  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. 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, 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. This role is critical to iCapital’s continued growth, requiring a seasoned executive with deep expertise in alternative investments, complex regulatory environments, and enterprise risk management.

The CRO will oversee the administrative and strategic activities of the teams responsible for regulatory compliance, risk management, controls, and resilience, while serving as a trusted advisor to senior leadership.

Responsibilities:

Regulatory & Compliance Oversight and Execution

• Global Regulatory Strategy: Oversee regulatory compliance across iCapital’s global footprint, including U.S., Canada, UK, Europe, and APAC jurisdictions, and support expansion into new regulated markets.
• Alternatives & Structured Products: Provide leadership on regulatory requirements governing alternative investments, structured investments, annuities, and registered and private fund vehicles.
• Licensing & Registrations: Oversee regulatory registrations, licensing, exemptions, and ongoing obligations with regulators including the SEC, FINRA, and international authorities.
• Policies & Controls: Ensure the development and maintenance of scalable policies, procedures, training, and controls aligned with regulatory requirements and business strategy.
• Regulatory Engagement: Lead regulatory examinations, audits, and inquiries, maintaining strong, credible relationships with regulators and external advisors.

Enterprise Risk & Governance Leadership

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

Risk Controls, Assurance & Audits

• Controls Framework: Partner with Finance, Technology, Legal, and Operations to strengthen internal controls, including IT General Controls (ITGCs), ICFR, and operational controls.
• SOC 2 & Assurance: Oversee SOC 2 audits across business lines, managing auditor relationships, evidence collection, remediation, and ongoing control maturity.
• Technology & Data Risk: 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

• Business & Technology Resilience: 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.
• Incident Management: Oversee a centralized enterprise incident management framework, including escalation protocols, response playbooks, and crisis communications.
• Life Safety & Physical Security: Provide oversight of physical security, life safety, and emergency preparedness programs across offices, travel, and firm‑sponsored events.

Leadership & Team Development

• People Leadership: Lead, mentor, and develop global teams across risk management and compliance functions, fostering a culture of accountability, partnership, and continuous improvement.
• Cross‑Functional Collaboration: Work closely with Finance, Legal, Technology, Product, and Business leaders to embed risk awareness into decision‑making while enabling growth and innovation.
• Culture of Risk Awareness: 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
• 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/KYC) 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
• Experience leading and scaling specialized global teams.
• 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).

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.

 For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

 iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company. The role is a mix of finance and technology.

Responsibilities

• Financial Reporting and Data Aggregation tools.
• 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.
• Consolidate data from multiple sources and custodians.
• 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 via client on-boarding, client account setup, training, day-to-day support and issue management.
• Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification. This assists in data feed management, creating custom reports based on client-specific needs, liaise with the vendor partners for enhancements, and system data issues.
• Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Establish operational effectiveness through the development, adoption of policies, procedures, and controls.

Qualifications

• Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
• Excellent customer relations skills
• Foster and maintain effective relationships
• Proactively assess and act upon client and company needs
• Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
• Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work
• Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
• Devotion to collaboration and ability to thrive in a team environment while working independently

Benefits

The base salary range for this role is $62,000 to $70,000. 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.

About the Role

iCapital is looking for a Client Delivery, Team Lead Assistant Vice President who specializes in Black Diamond. This role will oversee a team of client-facing reporting analysts and associates.  This individual is responsible for coaching their team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis.  The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical.

Responsibilities

• Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Financial reporting and data aggregation tools:
• 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 on-boarding, client account setup and training, day-to-day support, and issue management.
• Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications

• 7+ Years of experience in a related field
• 3+ Years of experience with Black Diamond Required
• Experience managing a team: providing feedback, coaching their development, escalating employee issues
• Experience with RIA/Wealth Management Policies, Procedures and Client Service 
• Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
• Excellent customer relation skills and the ability to foster and maintain effective client relationships
• Strong understanding of financial instruments
• Able to think critically through complex performance management reporting issues and best practices
• Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming

Benefits

The base salary range for this role is $85,000 to $125,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking for a Client Delivery, Team Lead Assistant Vice President who specializes in Black Diamond. This role will oversee a team of client-facing reporting analysts and associates.  This individual is responsible for coaching their team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis.  The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical.

Responsibilities

• Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Financial reporting and data aggregation tools:
• 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 on-boarding, client account setup and training, day-to-day support, and issue management.
• Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications

• 7+ Years of experience in a related field
• 3+ Years of experience with Black Diamond Required
• Experience managing a team: providing feedback, coaching their development, escalating employee issues
• Experience with RIA/Wealth Management Policies, Procedures and Client Service 
• Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
• Excellent customer relation skills and the ability to foster and maintain effective client relationships
• Strong understanding of financial instruments
• Able to think critically through complex performance management reporting issues and best practices
• Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities

Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming

Benefits

The base salary range for this role is $85,000 to $125,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.

Responsibilities

• Financial reporting and data aggregation tools:
• Analyze and explain portfolio performance results.
• Conduct account level reconciliation, including research and resolution of all 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.
• Develop and strengthen client relationships:
• Help manage client onboarding, client account setup and training and day-to-day support and issue management.
• Software maintenance and setup:
• Perform system setup and configuration, new client setup, new financial account and asset set-up and classification.
• Assist in data feed management.
• Create custom reports based on client-specific needs.
• Liaise with the vendor partners for enhancements, and system and data issues.
• Work as part of a team to 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.
• 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 and the ability to foster and maintain effective relationships
• Strong understanding of financial instruments
• Experience with RIA/Wealth management policies, procedures, and client service 
• Experience working with wirehouses or custodians
• Organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Comfortable with technology, software tools, and applications:
• Able to learn new software quickly
• 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 and PowerPoint skills
• Basic knowledge of database concepts, and any type of programming
• Working knowledge of Photoshop, HTML design, and/or similar tools
• Knowledge of various financial products and indices, particularly:
• Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
• Alternative investments
• Performance reporting calculations and methodologies
• Portfolio management and rebalancing
• How Family Offices, RIAs, and investment advisors work
• Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal
• Collaborative and able to thrive in a team environment while working independently
• Able to learn quickly and adapt to an expanding environment

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).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

This role will oversee a team of client-facing reporting analysts and associates.  This individual is responsible for coaching their team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis.  The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical.

Responsibilities

• Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Financial reporting and data aggregation tools:
  • 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 on-boarding, client account setup and training, day-to-day support, and issue management.
• Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications

• 7+ Years of experience in a related field
• Experience managing a team: providing feedback, coaching their development, escalating employee issues
• Experience with RIA/Wealth Management Policies, Procedures and Client Service 
• Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
• Excellent customer relation skills and the ability to foster and maintain effective client relationships
• Strong understanding of financial instruments
• Able to think critically through complex performance management reporting issues and best practices
• Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming

Benefits

The base salary range for this role is $85,000 to $125,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

This role will oversee a team of client-facing reporting analysts and associates.  This individual is responsible for coaching their team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis.  The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical.

Responsibilities

• Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Financial reporting and data aggregation tools:
  • 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 on-boarding, client account setup and training, day-to-day support, and issue management.
• Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications

• 7+ Years of experience in a related field
• Experience managing a team: providing feedback, coaching their development, escalating employee issues
• Experience with RIA/Wealth Management Policies, Procedures and Client Service 
• Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
• Excellent customer relation skills and the ability to foster and maintain effective client relationships
• Strong understanding of financial instruments
• Able to think critically through complex performance management reporting issues and best practices
• Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming

Benefits

The base salary range for this role is $85,000 to $125,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

iCapital’s Client Solutions EMEA team is seeking a Vice President to support and accelerate our international growth across the GCC markets. This individual will play a key commercial and strategic role in expanding iCapital’s footprint with wealth managers, private banks, independent financial advisors, and family offices.

As a member of the regional team, you will help shape the business development strategy, deepen existing client relationships, and drive new distribution partnerships. The role offers a unique opportunity to work at the intersection of private markets, wealth management, and financial technology in a fast‑growing, global organization. This position is Abu Dhabi‑based.

Responsibilities

• Support the Client Solutions EMEA team in executing the business development strategy for iCapital, covering Wealth Managers in the GCC region.
• 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.
• 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 (Research & Fund Management, Product Development, Implementation Specialist group, Client Success, Marketing, Legal & Compliance, Technology & Operations, etc.) 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 (i.e. banks, wealth managers, multi-family office and independent financial advisors).

 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.
• Strong understanding of the wealth management landscape across the GCC is a must, if possible with an established network across private banks, wealth managers, independent financial advisors, and family offices.
• In-depth experience across Private Markets asset classes, combined with a strong grasp of the Wealth Manager distribution model, is strongly preferred.
• 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 English and Arabic is a plus but not 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). 

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;

For additional information on iCapital  please visit https://www.icapital.com/about-us  X (former Twitter): @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

The Platform Infrastructure team at iCapital is responsible for designing, standardizing, and evolving the core infrastructure that powers our global technology stack. As Vice President, Platform Infrastructure Architecture, you will serve as a senior individual contributor architect, helping define and evolve the technical standards that underpin our Kubernetes platforms, cloud networking, edge services, and API access patterns. 

This role is architecture-first, with regular hands-on involvement to validate designs through reference implementations and proof-of-concept project work . You will work closely with Platform Infrastructure engineers and application teams to ensure that platform capabilities are scalable, secure, and consistent across regions, while remaining practical to operate. 

Responsibilities 

• Evolve platform architecture standards across core infrastructure domains.  

• Design and validate Kubernetes platform architecture, including cluster lifecycle, autoscaling strategies, node provisioning, and OS standards (e.g., EKS, Karpenter, Bottlerocket).  

• Define cloud networking architecture patterns, including VPC design, routing, ingress/egress, TGW design and private connectivity.  

• Own architectural guidance for edge and traffic management, including CDN, DNS, and TLS strategies (e.g., Akamai, Cloudflare).  

• Define and standardize API Gateway and north south access patterns for secure and consistent service exposure.  

• Establish and maintain multi account and multi cluster architecture standards supporting scale, isolation, and operational clarity.  

• Produce and maintain reference architectures, design documents, and architectural guardrails consumed by Platform Infrastructure engineers and application teams.  

• Review proposed platform designs and changes to ensure alignment with long term architecture strategy.  

• Stay hands on through proof of concepts, reference implementations, and technical deep dives to validate architectural decisions.  

• 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.  

• Experience designing cloud networking and edge architectures, including ingress/egress and traffic management.  

• Proven ability to translate complex technical requirements into clear standards and reference architectures.  

• Comfortable operating as a senior individual contributor with influence across multiple teams.  

• Strong written and verbal communication skills, with the ability to explain architectural decisions to both technical and nontechnical audiences.  

• Certifications (AWS / Kubernetes) are a plus but not required. 

Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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).

For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

About the Role

iCapital is looking for a Assistant Vice President Information Security Engineer to join the Information Security team. This role will establish and manage cloud security programs, build new security architecture, automation, enforce application security processes and continuously find security gaps across iCapital technology. The ideal candidate is an experienced individual contributor and leader who can do research, design and implement security technologies, manage small teams of engineers, and is able to empathize and connect teams cross-functionally.

Responsibilities

• Build and manage Cloud Security Programs for AWS, Azure, and GCP infrastructure, providing continuous monitoring and resolution of all the vulnerabilities in our cloud environment.
• Implement resolutions of security misconfigurations.
• Collaborate with the DevOps team to rethink routine, embrace new best practices, and drive the adoption of technology standards.
• Build automation capabilities to monitor and alert infrastructure for AWS maintenance.
• Evolve, build and continuously test new cloud infrastructure capabilities for secure designs and functions.
• Build processes and automation capabilities for application code security reviews, workflows, and testing in collaboration with developers.
• Assist the SOC in building detection and alert capabilities.
• Develop workflows for SaaS security programs.
• Assist the Risk and Governance teams with policies, procedures, and standards.
• Collaborate with cross-functional teams, including DevOps and Security Engineering, to deliver security projects.

Qualifications

• Experience in Cloud Environment, AWS preferred, for 5-10 years to establish security cloud infrastructure
• AWS Certified Solutions Architect or similar certifications are preferred
• Commitment to staying at the forefront of cloud security trends, emerging threats, and evolving technologies
• Experience with Infrastructure as Code or systems engineering and scripting
• Strong verbal and written communication skills
• Fluent in Portuguese and English
• Able to influence stakeholders
• Able to drive tasks to completion

Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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).

For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

About the Role

iCapital is looking to hire Compensation and Equity Operations Associate to support the administration and day‑to‑day execution of the company’s compensation and equity programs. This role focuses on operational support, data accuracy, process coordination, and employee guidance related to equity compensation and core compensation processes. This role works closely with senior Compensation and Equity leaders and cross‑functional partners to ensure programs are delivered accurately, consistently, and in alignment with company guidelines and market practices.

Responsibilities

• Support the administration of global equity compensation programs, including stock options, Restricted Stock Units (RSUs), and other long term incentive awards, by assisting with grants, vesting schedules, employee inquiries, and data validation.
• Maintain accurate equity records and reports, including award status, vesting progress, and basic tax-related data as provided by vendors and internal teams.
• Assist with employee-facing equity communications by helping draft FAQs, reference materials, and intranet content that explain equity programs and timelines in clear, accessible language.
• Coordinate with external equity administrators and internal partners (Payroll, Finance, HRIS, and Legal teams) to support timely processing of equity-related transactions.
• Support compliance activities related to equity programs by preparing data, documentation, and reconciliations required for internal reviews and external filings under guidance from senior team members.
• Support annual and off cycle compensation processes, including merit increases, promotions, bonuses, and equity refresh cycles.
• Assist with job leveling, job description maintenance, and basic job evaluation activities by gathering data and preparing materials for review.
• Support market pricing and benchmarking efforts by participating in compensation surveys, compiling market data, and assisting with data analysis.
• Prepare compensation reports, audits, and reconciliations to ensure data accuracy across HR systems, payroll, and compensation tools.
• Respond to routine compensation-related inquiries from HR partners and managers, escalating complex questions as appropriate.
• Help maintain compensation guidelines, process documentation, and internal controls.

Qualifications

• 2–4 years of experience in compensation, equity administration, HR operations, or a related analytical or administrative role
• Bachelor’s degree or equivalent practical experience
• Exposure to equity compensation or corporate compensation processes is preferred
• Experience working with data, reports, or HR systems in a structured, deadline-driven environment

Benefits

The base salary range for this role is $90,000 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).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Control Room Associate to join its Regulatory and Compliance team to assist in the implementation, and enforcement of the firm’s information‑barrier, MNPI, and Restricted Trading List (RTL) programs. This role will assist in the oversight of potential conflicts arising from access to sensitive information across investment advisory, portfolio management, and distribution activities. The position partners closely with Legal to safeguard against misuse of MNPI, ensure compliance with securities laws, and promote a strong culture of compliance and ethical conduct.

Responsibilities

• Enhance, maintain, and enforce policies and procedures related to MNPI, information barriers, personal and firm trading restrictions, and conflicts of interest.
• Assist in matters involving potential MNPI, information barrier breaches, and wall‑crossing events.
• Coordinate and document wall‑crossing approvals, acknowledgements, and related controls.
• Support the administration and oversight of the firm’s Restricted Trading List (RTL), including adding, monitoring, and removing securities based on MNPI considerations.
• Conduct trading activity surveillance against RTL restrictions and escalate potential violations for investigation and remediation.
• Maintain documentation supporting RTL decisions and audit trails for regulatory review.
• Support investigations into potential MNPI misuse, information barrier breaches, or trading violations, including coordination with Legal and HR as appropriate.
• Assist in the development of targeted training on MNPI, information barriers, and RTL obligations for employees with elevated risk exposure.
• Coordinate monitoring of regulatory developments, enforcement actions, and industry trends related to insider trading and MNPI controls.

Qualifications

• 2-5 years of experience, preferably with demonstrated experience in a control room function or overseeing MNPI, insider trading, or information‑barrier programs
• Strong understanding of U.S. securities laws and regulations related to insider trading and market abuse (i.e. Exchange Act Section 10(b), Rule 10b‑5)
• Experience in trading surveillance controls
• Strong written and verbal communication skills, with the ability to clearly articulate risk and compliance requirements
• Highly organized, detail‑oriented, and comfortable managing confidential information
• Collaborative, pragmatic, and able to operate effectively across business, legal, and compliance functions
• Able to thrive in a fast-paced environment with a continuous learning mindset
• Self-motivated with robust project management and process development skills

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).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Control Room Vice President or Senior Vice President candidate to join its Regulatory and Compliance team to lead the implementation, and enforcement of the firm’s information barrier, MNPI, and Restricted Trading List (RTL) programs. This role serves as a central point of escalation and oversight for potential conflicts arising from access to sensitive information across investment advisory, portfolio management, and distribution activities. The position partners closely with the Legal team to safeguard against misuse of MNPI, ensure compliance with securities laws, and promote a strong culture of compliance and ethical conduct.

Responsibilities

• Enhance, maintain, and enforce policies and procedures related to MNPI, information barriers, personal and firm trading restrictions, and conflicts of interest.
• Serve as the Control Room point of contact for matters involving potential MNPI, information barrier breaches, and wall crossing events.
• Coordinate and document wall crossing approvals, acknowledgements, and related controls.
• Administer and oversee the firm’s Restricted Trading List (RTL), including adding, monitoring, and removing securities based on MNPI considerations.
• Assess trading activity against RTL restrictions and escalate potential violations for investigation and remediation.
• Maintain documentation supporting RTL decisions and audit trails for regulatory review.
• Lead or support investigations into potential MNPI misuse, information barrier breaches, or trading violations, including coordination with Legal and HR as appropriate.
• Develop and deliver targeted training on MNPI, information barriers, and RTL obligations for employees with elevated risk exposure.
• Monitor regulatory developments, enforcement actions, and industry trends related to insider trading and MNPI controls.

Qualifications

• 10-15+ years of experience, preferably with demonstrated experience in a control room function or overseeing MNPI, insider trading, or information‑barrier programs
• Strong understanding of U.S. securities laws and regulations related to insider trading and market abuse (i.e. Exchange Act Section 10(b), Rule 10b‑5)
• Experience administering or advising on Restricted Trading Lists and trading surveillance controls
• Able to exercise sound judgment in complex, time‑sensitive situations involving senior stakeholders
• Strong written and verbal communication skills, with the ability to clearly articulate risk and compliance requirements
• Highly organized, detail‑oriented, and comfortable managing confidential information
• Collaborative, pragmatic, and able to operate effectively across business, legal, and compliance functions
• Thrives in a fast-paced environment with a continuous learning mindset
• Self-motivated with robust project management and process development skills
• JD is a plus

Benefits

The base salary range for this role is $140,000 to $190,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking an Assistant Vice President to join the Corporate Development and Strategy team. This key role will work closely with Senior Leadership to drive iCapital’s long‑term growth providing strategic leverage, driving cross‑functional execution, and at times operating in a senior strategic support capacity to ensure alignment, accountability, and momentum across major initiatives.

This individual will contribute meaningfully to both organic and inorganic growth efforts, including market assessments, strategic planning, M&A evaluation, due diligence, and other high‑priority strategic initiatives. The role offers significant exposure to the firm’s most critical decisions and requires someone who thrives in environments where intellectual curiosity, resourcefulness, and ownership are essential, with a strong interest in next‑generation financial technology trends shaping the future of private markets. The ideal candidate is an exceptional communicator, operator, and problem solver who can move seamlessly between detailed analytical work and senior‑level strategic discussions.

Responsibilities

• Support senior leadership in developing, refining, and executing firmwide strategic priorities.
• Serve as a strategic partner to several executives, helping drive clarity, operational alignment, and follow‑through on complex, cross‑functional initiatives.
• Provide structured thought partnership and senior‑level strategic support where needed including agenda setting, preparation for key internal and external meetings, and tracking strategic deliverables.
• Bring independent perspective and creative problem‑solving to ambiguous or open‑ended strategic questions and challenge assumptions where appropriate.
• Evaluate and build deep understanding of new and emerging priorities, engaging internally with product, technology, and commercial SMEs, as well as externally with partners and market participants.
• Conduct quantitative and qualitative analysis to evaluate M&A and partnership opportunities, including market and competitive assessments.
• Form a point of view on opportunities based on data‑driven analysis, strategic intuition, and deep understanding of iCapital’s vision.
• Support members of the team during due diligence processes, coordinating cross‑functional teams to ensure thorough evaluation and informed recommendations.
• Build and maintain sophisticated financial and operating models to evaluate transactions, unit economics, gross margins, operating leverage, and underlying business performance across companies of varying size and complexity.
• Help maintain and synthesize industry insights, competitive intelligence, and thematic research to inform corporate strategy.
• Identify and develop opportunities proactively for partnerships, acquisitions, or new business initiatives aligned with the company’s long‑term strategy.
• Scan the market continuously for emerging trends, new business models, and whitespace opportunities that could shape the firm’s next wave of growth.
• Drive execution of strategic projects from ideation through completion, ensuring alignment across stakeholders and measurable outcomes.
• Act as a connector across teams, ensuring coordinated communication and efficient decision‑
• Lean into execution details and proactively remove obstacles to maintain speed and alignment across teams.
• Develop executive‑ready presentations, business cases, and financial analyses to communicate key insights and recommendations.
• Incorporate AI‑enabled and advanced analytics tools into research, modeling, and diligence workflows to improve the speed, quality, and scalability of analysis, while exercising sound judgment and data discipline.

Qualifications

• 5–8 years of experience in corporate development or strategy, investing (PE/VC), or a similar strategic or analytical role
• Curious mentality and highly self‑motivated with a strong work ethic, all‑in mindset
• Demonstrated initiative and anticipates needs and brings structure to ambiguous problems
• Able to thrive in a fast‑paced, high‑pressure environments and able to manage multiple complex projects and competing priorities
• Capable of quickly climbing a steep learning curve to build understanding of the key drivers of iCapital’s business and the areas in which iCapital operates
• Exceptional analytical skills, including strong financial modeling and quantitative analysis, with the ability to develop and pressure‑test assumptions around unit economics, margins, operating efficiency, and valuation
• Clear, concise communicator who produces executive‑ready materials and distills complex topics for senior audiences
• Proven experience in a highly collaborative, low‑ego environment working closely with senior executives and cross‑functional teams; able to influence without authority and build trust
• Experience with alternative investments, fund structures, platform business models, and emerging fintech technologies (i.e. digital assets, data and automation technologies) is a plus

Benefits

The base salary range for this role is $130,000 to $160,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking an experienced and dynamic Vice President or Senior Vice President to join the Corporate Development and Strategy team. 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. This individual will work directly with senior leadership across the organization and will help shape iCapital’s strategic direction and provide leverage 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 (both quantitative and qualitative) to inform and shape Corporate Development and Strategy recommendations.
• Incorporate approved AI and automation tools into day‑to‑day workflows to improve the speed, quality, and scalability of strategic analysis, diligence, and execution.
• Source and evaluate strategic opportunities proactively, including partnerships, minority investments, and selective acquisitions aligned with the company’s long-term goals.
• Lead 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.
• Foster a center of excellence 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 develop 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

• 7-15+ years of experience in corporate development or strategy, investing (PE/VC), investment banking, or a similar strategic role
• Experience in an entrepreneurial, performance-driven environment. A 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 environments with competing priorities and tight deadlines
• Highly self-motivated with a strong work ethic, ownership mindset, and a high degree of integrity
• Quick learner, adaptable to new industries, business models, and shifting priorities
• Strong understanding of KPIs and their role in strategic decision-making
• Experience in building forecasts and driving thoughtful valuation analyses supported by relevant market data
• Clear and effective communicator with the ability to create impactful, executive-ready presentations and recommendations
• Highly organized, team-oriented collaborator with experience managing multiple complex projects and working with external partners (i.e. investment bankers, legal teams, consultants)
• 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 $165,000 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is seeking a skilled and dynamic Associate or Assistant Vice President to join our Revenue Control team within the Corporate Finance organization. This individual will be a key player in shaping the future of iCapital as the firm continues to scale and expand into new areas. This role resonates across various financial activities, from accounting and reporting for revenue on various products to streamlining processes and driving scalability across the Corporate Finance team, as well as other key stakeholders at iCapital. This Individual will own various responsibilities including month end close duties, revenue, accounts receivable, treasury management and financial reporting as well as ad hoc projects and analyses.

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

• 3+ 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 $90,000 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

About the Role

iCapital is looking to hire an SEC Reporting Vice President to join the Corporate Finance team. This role will involve accounting and financial reporting responsibilities, such as financial statement preparation and review for compliance with relevant accounting standards, SOX internal control program operations, accounting policy research and preparation, and complex transaction accounting. This individual will be on the Corporate Reporting team within the Corporate Finance department and report to the Corporate Controller.

Responsibilities

• Prepare and review financial statements and notes in compliance with U.S. GAAP and SEC reporting standards.
• Review US GAAP and SEC disclosure checklists to ensure financial statements are complete, accurate, and in line with accounting standards and regulations.
• Maintain financial reporting schedules and review consolidations and eliminations.
• Coordinate annual financial statement audits with a big four audit firm.
• Complete and update documentation (flowcharts and risk controls matrices) for key SOX processes.
• Oversee firm-wide internal controls program inclusive of responsibility for ensuring employee compliance with performance of SOX controls and reviewing supporting controls documentation.
• Monitor and ensure compliance with controls program utilizing FloQast software.
• Provide periodic reports and present the current status of SOX controls program and operations to Senior Management (CAO and CFO).
• Prepare and maintain appropriate accounting policies for the firm, inclusive of complex transactions (including acquisitions), recurring, necessary corporate policies and other transactions requiring detailed analysis and interpretation of ASC guidance.
• Ensure compliance with policies at all times, maintaining appropriate supporting documentation.
• Research and advise on new accounting guidance issuances.
• Liaise with auditors and consultants to determine appropriate guidance to apply and proper accounting treatment.
• Write technical memorandums to document guidance applied, facts and circumstances of transactions, and conclusion on appropriate accounting.
• Review and approve journal entries within accounting software to ensure transactions are reflected appropriately in the books and records.
• Evaluate related tax impact to associated transactions and liaising with tax experts.
• Perform financial due diligence of acquisition targets.

Qualifications

• 10-15 years of corporate accounting or audit experience within the financial services industry
• Degree in Accounting is required
• CPA license is required
• Detailed understanding and experience with GAAP and SEC financial reporting
• Experience with SOX controls is required (performing or managing a SOX controls program or auditing controls)
• Experience with consolidation of financial statements is required
• Familiarity with NetSuite is preferred
• Proficient with Excel, Word and Power Point
• Familiar and competence in utilizing AI tools to drive meaningful results (CoPilot, ChatGPT, etc.)
• Able to manage large sets of data and 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 $140,000 to $180,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.

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

• 1-5 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 $80,000 to $115,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.

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

• 1-5 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 $80,000 to $115,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About the Role

iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will play a key part in building and scaling the firm’s expense financial operating model, partnering with senior leaders to drive greater transparency, discipline, and insight across products, regions, and business units. Sitting at the intersection of Strategic Finance and FP&A, the role focuses on advancing profit center, cost center, and product P&L frameworks that improve decision making and capital allocation

The ideal candidate brings structure to complex, evolving environments and can balance strategic design with hands on execution. This is a visible, high impact role for someone motivated by building scalable systems that strengthen financial accountability and support long term growth

Responsibilities

• Lead the design and implementation of the firm’s Target Operating model, including cost centers, product views, and expense frameworks, to create a single source of truth for enterprise profitability and cost management.
• Own the end‑to‑end cost center hierarchy strategy, ensuring alignment with how management views and runs the organization across domestic, international, and corporate segments.
• Partner closely with senior business leaders, Finance Business Partners, and corporate functions to define service catalogs, service level agreements, and chargeback methodologies for shared services.
• Drive the transition from fragmented reporting to scalable, rule‑based expense attribution, improving visibility into direct versus indirect costs, fully loaded P&Ls, and margin by product, region, and profit center.
• Establish disciplined expense governance frameworks, including approval workflows, allocation rules, reclassification policies, and periodic recertification of cost center, P&L, and FP&A ownership.
• Lead cross‑functional discovery efforts to document current‑state workflows, identify evaluation gaps, capacity constraints, and process friction, and translate findings into executable requirements.
• Oversee activity tagging and cost attribution initiatives, including headcount, contingent labor, SaaS, Passthrough vendors, capitalized expenses, and corporate‑funded strategic initiatives.
• Partner with the Technology, People, and Accounting teams to drive system enablement across Coupa, Dayforce, NetSuite, and reporting platforms, ensuring required dimensions (cost center, product, region, position ID) are embedded at the source.
• Advance the organization toward automated, scalable analytics, enabling self‑service dashboards for executives, Finance, and Business leaders with consistent methodologies across periods.
• Support enterprise planning by improving forecast accuracy, scenario analysis, and capital allocation decisions through standardized data and forward‑looking insights.
• Distinguish and track run‑the‑business vs. growth and transformation spend, with clear KPIs, investment thresholds, and milestone‑based governance.
• Act as a strategic thought partner to executive leadership, providing insights on organizational efficiency, pricing strategy, operating leverage, and profitability drivers.

Qualifications

• 6-10 years of experience in strategic finance, FP&A, corporate finance, or management consulting, with demonstrated exposure to enterprise-scale operating models
• Bachelor’s degree in finance, accounting, economics, or a related field; MBA, CPA, CFA, or similar advanced credentials are preferred
• Proven experience designing or operating profit center, cost center, or product P&L frameworks in a multi‑product, multi‑region organization
• Strong understanding of expense attribution, cost allocation methodologies, and chargeback models, including direct vs. indirect cost treatment
• Demonstrated ability to partner with senior leaders and executives, influencing decision‑making across the Finance, Technology, People, Legal, and Business teams
• Experience leading or supporting large‑scale financial transformations, including governance, change management, and process redesign
• Familiar with private market investments such as private equity, hedge funds, or structured investments are preferred
• Hands‑on experience with financial systems and data flows, such as NetSuite (or similar ERP), Coupa, Dayforce, Adaptive, or comparable platforms
• Proven track record of building scalable reporting and analytics, including dashboarding and self‑service financial insights
• Able to operate effectively in an evolving environment, balancing near‑term execution with long‑term architectural design
• Experience working with global organizations, including cross‑border entities, regional support models, and international cost structures
• High attention to detail with a strong sense of financial discipline, governance, and control, without sacrificing speed or flexibility
• Self‑starter mentality with the ability to lead without authority, drive alignment, and push initiatives forward across functional boundaries

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).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.