About the Role

The Independent Advisor Solutions group has launched five 1940 Act registered funds and continues to expand its investment offerings. A core differentiator is iCapital’s partnerships with leading alternative asset managers and top-tier wealth management platforms.

iCapital is seeking an experienced and highly motivated Vice President Investment Product Development professional with deep expertise in semi-liquid structures to support its expansion strategy. This role sits within the Independent Advisor Solutions department, which is responsible for new product development, business development, and independent investment management. This individual will help manage the development of various investment vehicles focused on private markets, especially those targeting the mass high net worth market. This team is at the forefront of iCapital’s innovation in new fund structures and market access solutions. The ideal candidate will be responsible for managing the development and implementation of new investment products, working closely with internal stakeholders and external partners to bring high-quality offerings to market.

Responsibilities

• Lead and support business development and investment product projects and work across the company to ensure on-time and successful completion.
• Work with key internal and external clients, both asset managers and wealth managers, to structure and launch products that support iCapital’s growth initiatives.
• Be a subject matter expert on all aspects of structuring, building, SEC filing and operating a tender offer or interval fund
• Drive the creation and review of various legal and marketing materials needed to win and bring new products to market.
• Manage workflows related to onboarding new funds or product lines to the iCapital ecosystem and help establish supporting operational and compliance processes.
• Contribute to the evolution of iCapital’s service offerings across multiple fund structures.
• Prepare presentations, memos, and proposals for various new product committees.
• Understand and help develop all aspects of fund operations and business growth, excluding investment decisions and external marketing.
• Coordinate cross-functionally with Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams to ensure seamless execution across all aspects of the fund.

Qualifications

• 10+ years of relevant professional experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.)
• Experience with 1940 Act Funds and private markets
• Experience structuring and development of tender offer and/or interval funds
• Proven ability to build strong, trusted relationships with internal teams and external clients
• Exceptional organizational and time management skills, with the ability to manage multiple priorities effectively
• High attention to detail and accuracy in all deliverables
• Excellent written and verbal communication skills for clear and persuasive messaging
• Professional demeanor with an entrepreneurial mindset and strong sense of ownership
• Bachelor’s degree is required
• CFA, CAIA, or MBA certifications are a plus

Benefits

The base salary range for this role is $160,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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 investment product specialist Vice President to support the iDirect funds series in the Asia Pacific  markets.  Reporting to the Head of International, iDirect (base in Hong Kong), this candidate is responsible to lead the regional business development planning and strategy, as well as sales of iDirect products and advisor education for private banks, single and multi family offices as well as brokerage and wealth management platforms.    

Responsibilities

• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service assets under management. 
• Develop high level of sales proficiency with iDirect offerings in private equity, private credit, and hedge funds and other future iDirect products and a good understanding of the asset class as well as product comparison purposes.
• Traveling is required to markets to meet with gatekeepers, advisors, industry bodies, end clients in support of the broader sales and educational effort. 
• Assist in the planning and execution of roadshows and conferences.
• Work alongside the in region Client Solutions team personnel on client pitches, product positioning, and sales campaigns.
• Leverage technology input and reporting tools to support sales management activities.

Qualifications

• 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., Investor relations at GPs or distribution specialist at placement agents, fund of funds and asset management firms with alternative investment product experience)
• A self-starter who demonstrates the ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process.
• Strong team orientation with exceptional organizational and interpersonal skills especially in a cross-boarder and small team-working environment
• Strong with Microsoft powerpoint and has excellent verbal and written communication skills
• Local regulatory licensing is required
• Relevant language skills is a plus

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 investment product specialist Vice President to support the iDirect funds series in the Middle East market.  Reporting to the Head of International, iDirect (base in Hong Kong), this candidate is responsible to lead the regional business development planning and strategy, as well as sales of iDirect products and advisor education for private banks, single and multi family offices as well as brokerage and wealth management platforms.    

Responsibilities

• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service assets under management. 
• Develop high level of sales proficiency with iDirect offerings in private equity, private credit, and hedge funds and other future iDirect products and a good understanding of the asset class as well as product comparison purposes.
• Traveling is required to markets to meet with gatekeepers, advisors, industry bodies, end clients in support of the broader sales and educational effort. 
• Assist in the planning and execution of roadshows and conferences.
• Work alongside the in region Client Solutions team personnel on client pitches, product positioning, and sales campaigns.
• Leverage technology input and reporting tools to support sales management activities.

Qualifications

• 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., Investor relations at GPs or distribution specialist at placement agents, fund of funds and asset management firms with alternative investment product experience)
• A self-starter who demonstrates the ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process.
• Strong team orientation with exceptional organizational and interpersonal skills especially in a cross-boarder and small team-working environment
• Strong with Microsoft powerpoint and has excellent verbal and written communication skills
• Local regulatory licensing is required
• Relevant language skills is a plus

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 Independent Advisor Solutions group has launched five 1940 Act registered funds and continues to expand its investment offerings. A core differentiator is iCapital’s partnerships with leading alternative asset managers and top-tier wealth management platforms.

iCapital is seeking an experienced and highly motivated Vice President Investment Product Development professional with deep expertise in semi-liquid structures to support its expansion strategy. This role sits within the Independent Advisor Solutions department, which is responsible for new product development, business development, and independent investment management. This individual will help manage the development of various investment vehicles focused on private markets, especially those targeting the mass high net worth market. This team is at the forefront of iCapital’s innovation in new fund structures and market access solutions. The ideal candidate will be responsible for managing the development and implementation of new investment products, working closely with internal stakeholders and external partners to bring high-quality offerings to market.

Responsibilities

• Lead and support business development and investment product projects and work across the company to ensure on-time and successful completion.
• Work with key internal and external clients, both asset managers and wealth managers, to structure and launch products that support iCapital’s growth initiatives.
• Be a subject matter expert on all aspects of structuring, building, SEC filing and operating a tender offer or interval fund
• Drive the creation and review of various legal and marketing materials needed to win and bring new products to market.
• Manage workflows related to onboarding new funds or product lines to the iCapital ecosystem and help establish supporting operational and compliance processes.
• Contribute to the evolution of iCapital’s service offerings across multiple fund structures.
• Prepare presentations, memos, and proposals for various new product committees.
• Understand and help develop all aspects of fund operations and business growth, excluding investment decisions and external marketing.
• Coordinate cross-functionally with Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams to ensure seamless execution across all aspects of the fund.

Qualifications

• 10+ years of relevant professional experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.)
• Experience with 1940 Act Funds and private markets
• Experience structuring and development of tender offer and/or interval funds
• Proven ability to build strong, trusted relationships with internal teams and external clients
• Exceptional organizational and time management skills, with the ability to manage multiple priorities effectively
• High attention to detail and accuracy in all deliverables
• Excellent written and verbal communication skills for clear and persuasive messaging
• Professional demeanor with an entrepreneurial mindset and strong sense of ownership
• Bachelor’s degree is required
• CFA, CAIA, or MBA certifications are a plus

Benefits

The base salary range for this role is $160,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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’s Portfolio Management team is looking to hire an Associate Internal Alternative Investment Specialist to support a new series of accredited investor-focused offerings created in partnership with some of the world’s leading alternative assets managers.  This individual will be part of a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis.  The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses.  This role will report to the Head of Registered Fund Solutions Sales.     

Responsibilities

• Make daily sales calls to strengthen relationships and proactively uncover new opportunities.
• Partner with field sales specialists to execute territory strategies and drive sales growth.
• Deliver high‑quality support by resolving inquiries and account issues in partnership with the Investor Relations team.
• Develop a deep understanding of key alternative investment platforms and product availability.
• Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs.
• Use CRM tools to track activities, analyze data, and formulate engagement strategies.
• Travel to attend industry events and meet with key clients and prospects as required.

Qualifications

• 2-5+ years of client‑facing experience in the financial services industry
• Knowledge of capital markets and alternative investments
• Exceptional communication, organizational, and interpersonal skills
• Self‑starter with strong initiative who thrives in a fast‑paced environment
• Demonstrated commitment to continuous professional development and team improvement
• Series 7 and 63 licenses are required
• Must obtain CAIA within 2-3 years of hire

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.