About the Role

iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional 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 out legal documents workflows and become a strategic problem solver together with Associates and Assistant Vice Presidents. This role is highly collaborative, with a strong focus on understanding legal documents and improving operational processes as a team.

Responsibilities

• Structure legal documents into iCapital’s software using the company's proprietary tool.
• Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces.
• Identify which questions in legal documents are applicable to investor types and apply necessary logic.
• Communicate with the team on advancements and areas for improvement within internal systems and processes.
• Develop an in-depth understanding of all interfaces on the Onboarding Solutions team, ensuring the seamless transition of clients from internal-facing to external-facing team members.
• Execute end-to-end technical and operations deliverables, manage daily workflows to ensure consistent, high-quality delivery.
• Act as a subject matter expert on subscription document onboarding.
• Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution.
• Infer client needs from multiple external groups such as Fund Administrators, Legal, Tax, etc.
• Ensure that final client product contains consumer-grade grammar, logic, syntax, and accuracy.
• Peer review the team's work to guarantee operational standards are met.
• Partner closely with the Product team to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies.
• Enhance and maintain product documentation and internal resources.
• Meet and exceed service level agreements and performance targets through effective task delegation.

Qualifications

• 2-6 years of experience in a legal role drafting, researching, and comprehending complex legal documents
• Bachelor’s degree is required
• Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
• Self-starter and self-motivated to hit deadlines without micromanagement
• Proactive team member who seeks ways to improve operational efficiency, contributing positively to team culture and client success
• Experience with a large caseload, working alongside multiple attorneys and legal teams, or across multiple legal fields
• 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 and 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
• Proven ability to analyze technical and operational issues using structured problem-solving, including reviewing data 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
• Background in editing with a strong understanding of grammar mechanics and reviewing peer work to find errors, being comfortable receiving and giving constructive feedback
• Prior legal experience in the alternative investment space (i.e. venture capital, private equity, hedge funds, etc.) is a plus

Benefits

The base salary range for this role is $65,000 to $80,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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 looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners. This position will play a key role in maintaining and developing current relationships and prospecting for new opportunities. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to Asset Managers and General Partners. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines. 

Responsibilities

• Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.
• Play a key role as the Relationship Manager for several strategic asset and wealth management clients.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.
• Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
• Manage and lead internal projects and develop frameworks and processes for ongoing team management.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Work alongside the Enterprise Solutions team to develop meaningful measurements of success.

Qualifications

• 12-15+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales
• Extensive knowledge of alternative investments
• Direct experience working for or with Asset Management or Wealth Management firms is highly preferred
• Excellent verbal and written communication skills
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Series 7 and 63 licenses preferred

Benefits

The base salary range for this role is $160,000 to $230,000.  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 an Assistant Vice President or Vice President to join the iCapital Solutions team. This role will assist with ongoing relationship management and business development for existing GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team.  

Responsibilities

• Strategic Relationship Management:  
• Assist in day-to-day management of existing GP client relationships. 
• Responsible for but not limited to responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, managing weekly agendas, and follow-up deliverables, etc. 
• Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features and offerings, corporate developments, etc.). 
• Cultivate a list of prospective clients and assist relationship managers with pitching new business, including the preparation of RFPs; Develop and manage 3-4 key relationships overtime.
• Work collaboratively with internal and external cross-functional teams on fund launches, closes, and other strategic initiatives.
• Develop presentation materials and analysis for client meetings and projects.    
• iCapital Solutions team strategy:  
• Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
• Manage and lead internal projects and develop framework and process for ongoing GP client coverage team management.
• Develop presentations and analysis for internal meetings and projects. 

Qualifications

• 6-10+ years of experience in a client-facing capacity (client services, account management, sales, or business development)   
• Knowledge of the alternative investments industry   
• Series 7 and 63 licenses is preferred
• Excellent verbal and written communication skills  
• Strategic mindset and able to work independently  
• Demonstrated client service skills with stakeholders and clients  
• Experience in project management preferred  
• Detail-oriented and able to prioritize in a fast-paced environment   

Benefits

The base salary range for this role is $115,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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 an Assistant Vice President or Vice President Partner Manager to own and grow the company’s relationships with law firms. The Partnerships team is a primary growth engine for the business, and law firms are the most important channel.

This role will report to the Head of Partnerships and will be responsible for managing two partner types, referral (fund formation attorneys who refer their fund manager clients to our platform) and direct (fund formation practices who are our direct customers). The ideal candidate will make the digital subscription workflows the default choice for fund formation attorneys, helping them eliminate the manual back-and-forth of traditional onboarding.

Responsibilities

• Own the full lifecycle of the law firm relationship, from initial outreach and onboarding to ongoing optimization.
• Identify and launch new partnerships with firms that have active and growing fund formation practices.
• Conduct platform demos for attorneys and their clients, clearly explaining how subscription document workflows streamline the investor onboarding process.
• Train the Legal teams on how to use the platform and how to position the value of digitized subscription documents to their fund manager clients.
• Establish a consistent cadence for partner reviews, including monthly reports and quarterly business reviews (QBRs) to track referral volume and platform adoption.
• Manage partner data and lead flow within the CRM, coordinating with the Sales team to ensure no referral falls through the cracks.
• Provide regular internal reporting on the health of the law firm channel, identifying which firms are growing and where reengagement is needed.
• Maintain a consistent outreach schedule to keep the platform top‑of‑mind for attorneys during busy formation cycles.
• Plan and attend partner events, tech showcases, and in‑person demos.
• Travel up to 10–20% of the time for in‑person meetings and industry events.

Qualifications

• 7+ years of experience in partnerships, account management, or client-facing roles, background in LegalTech, FinTech, or private markets is a strong plus
• Strong communication skills, capable of clearly and professionally explaining technical workflows to fund formation attorneys
• An operational mindset with a focus on building the systems, reports, trackers, and QBR materials that support effective and scalable partnerships
• Proven presentation ability, with comfort demoing software and tailoring messaging to diverse audiences, including paralegals, partners, and GPs

Benefits

The base salary range for this role is $135,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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 looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners. This position will play a key role in maintaining and developing current relationships and prospecting for new opportunities. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to Asset Managers and General Partners. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines. 

Responsibilities

• Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.
• Play a key role as the Relationship Manager for several strategic asset and wealth management clients.
• Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.
• Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
• Manage and lead internal projects and develop frameworks and processes for ongoing team management.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Work alongside the Enterprise Solutions team to develop meaningful measurements of success.

Qualifications

• 12-15+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales
• Extensive knowledge of alternative investments
• Direct experience working for or with Asset Management or Wealth Management firms is highly preferred
• Excellent verbal and written communication skills
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Series 7 and 63 licenses preferred

Benefits

The base salary range for this role is $160,000 to $230,000.  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 Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional 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 out legal documents workflows and become a strategic problem solver together with Associates and Assistant Vice Presidents. This role is highly collaborative, with a strong focus on understanding legal documents and improving operational processes as a team.

Responsibilities

• Structure legal documents into iCapital’s software using the company's proprietary tool.
• Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces.
• Identify which questions in legal documents are applicable to investor types and apply necessary logic.
• Communicate with the team on advancements and areas for improvement within internal systems and processes.
• Develop an in-depth understanding of all interfaces on the Onboarding Solutions team, ensuring the seamless transition of clients from internal-facing to external-facing team members.
• Execute end-to-end technical and operations deliverables, manage daily workflows to ensure consistent, high-quality delivery.
• Act as a subject matter expert on subscription document onboarding.
• Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution.
• Infer client needs from multiple external groups such as Fund Administrators, Legal, Tax, etc.
• Ensure that final client product contains consumer-grade grammar, logic, syntax, and accuracy.
• Peer review the team's work to guarantee operational standards are met.
• Partner closely with the Product team to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies.
• Enhance and maintain product documentation and internal resources.
• Meet and exceed service level agreements and performance targets through effective task delegation.

Qualifications

• 2-6 years of experience in a legal role drafting, researching, and comprehending complex legal documents
• Bachelor’s degree is required
• Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
• Self-starter and self-motivated to hit deadlines without micromanagement
• Proactive team member who seeks ways to improve operational efficiency, contributing positively to team culture and client success
• Experience with a large caseload, working alongside multiple attorneys and legal teams, or across multiple legal fields
• 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 and 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
• Proven ability to analyze technical and operational issues using structured problem-solving, including reviewing data 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
• Background in editing with a strong understanding of grammar mechanics and reviewing peer work to find errors, being comfortable receiving and giving constructive feedback
• Prior legal experience in the alternative investment space (i.e. venture capital, private equity, hedge funds, etc.) is a plus

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 looking to hire an Assistant Vice President or Vice President to join the iCapital Solutions team. This role will assist with ongoing relationship management and business development for existing GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team.  

Responsibilities

• Strategic Relationship Management:  
• Assist in day-to-day management of existing GP client relationships. 
• Responsible for but not limited to responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, managing weekly agendas, and follow-up deliverables, etc. 
• Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features and offerings, corporate developments, etc.). 
• Cultivate a list of prospective clients and assist relationship managers with pitching new business, including the preparation of RFPs; Develop and manage 3-4 key relationships overtime.
• Work collaboratively with internal and external cross-functional teams on fund launches, closes, and other strategic initiatives.
• Develop presentation materials and analysis for client meetings and projects.    
• iCapital Solutions team strategy:  
• Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
• Manage and lead internal projects and develop framework and process for ongoing GP client coverage team management.
• Develop presentations and analysis for internal meetings and projects. 

Qualifications

• 6-10+ years of experience in a client-facing capacity (client services, account management, sales, or business development)   
• Knowledge of the alternative investments industry   
• Series 7 and 63 licenses is preferred
• Excellent verbal and written communication skills  
• Strategic mindset and able to work independently  
• Demonstrated client service skills with stakeholders and clients  
• Experience in project management preferred  
• Detail-oriented and able to prioritize in a fast-paced environment   

Benefits

The base salary range for this role is $115,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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.