About the Role

iCapital is looking to hire a Backend Engineer Associate or Assistant Vice President to join the Software Engineering team. This individual will play an integral role in designing and implementing systems that power the iCapital platform. This role will work closely with the Product Management team throughout the software development process. The platform sits on top of a micro-services architecture with services built in Scala, Ruby, and Python. This person will have the opportunity to develop knowledge with new tools and technologies with support from management and mentors.

Responsibilities

• Build cloud native services using Scala, also using open-source frameworks (i.e. Akka and ZIO).
• Work with internal technical partners to create a product offering that meets the needs of our clients.
• Assist platform and system demonstrations for new prospects 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.
• Participate in Peer Code Reviews as part of our standard SDLC and Change Management Process.

Qualifications

• 5+ years of cloud-based application development 
• Experience in Scala, Node.js or Java is a plus 
• Demonstrated understanding of relational or NoSQL database concepts and modeling practices 
• Passion for actively learning new technologies 
• Able 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 

Benefits

The base salary range for this role is $110,000 to $140,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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 a hire a Vice President to join the Platform Infrastructure team. This team plays a critical role in keeping the production and development environments running smoothly and securely.  This role will utilize advanced cloud capabilities to facilitate Platform Infrastructure strategy of market agility and lean operating principles with a strict focus on quality to meet the ever-growing demands of clients. The ideal candidate is highly collaborative, creative, intellectually curious and passionate about forming and implementing cutting-edge cloud computing capabilities. As a Platform Engineer, this individual will be wearing multiple hats in a highly visible role interacting with all aspects of the business.

Responsibilities

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

Qualifications

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

• Experience with distributed systems design, maintenance, and hands-on troubleshooting

• Experience with debugging issues with the FIX protocol to include maintaining and establishing fix sessions and or session management + order routing
• Experience in system tuning and performance testing
• AWS certifications are a plus

Benefits

The base salary range for this role is $150,000 to $170,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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.

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

We’re looking for an Analytics & Business Intelligence, AVP to measurably drive growth for our Operations and Investment Management (OIPM) group at iCapital.

This role involves defining and calculating operational KPIs, transforming raw source data into processed business data, creating live dashboards to monitor performance, identifying driver metrics and statistical correlations, and finally working with business teams to enable data-driven change.

You will sit in the Analytics group of the broader Data & Analytics team within Technology, and will work closely with our Data Engineering group. Although you are initially expected to be an individual contributor, the role would eventually entail managing a team of 1-3 direct reports.

On the technical side, you will interface with our data stack of Airbyte, Snowflake, dbt, Prefect, Python and Tableau (among others). On the business side, you will work with our operations teams to produce management visibility, efficiency improvements and workflow automation.

Ideal candidates will be highly proficient in our technical tooling, understand complex business problems, interface with senior stakeholders, develop execution plans, and finally present on their work.

Responsibilities:

• Write SQL within dbt to extract, transform, validate, and aggregate data.
• SQL / DBT - 50%; Tableau/PowerBI - 30%; Python - 20%
• Create Tableau dashboards for various business teams, charting key metrics and performing exploratory data analysis
• Monitor and deploy data pipelines into our orchestration infrastructure using Prefect
• Drive projects to completion by gathering business requirements, implementing technical solutions, following software best engineering practices, and finally presenting on results
• Work closely with our engineering, product and business teams to form a thorough understanding of our industry and evolving data model
• Convert data insights into concrete, action-oriented and phased execution plans that measurably grow various business metrics over time

Required Qualifications:

• Bachelor’s degree or higher in Computer Science, Economics, Mathematics, Statistics or a related technical field
• 4 to 8 years of experience in a data-related role
• Excellent writing, communication and presentation skills
• Excellent knowledge of SQL (dbt experienced preferred)
• Good knowledge of a business intelligence tool (e.g. Tableau, Looker, PowerBI)
• Good knowledge of Python, Microsoft Excel and intermediate statistics
• Familiar with data science techniques and machine learning models
• Prior experience with end-to-end project delivery (e.g. requirements gathering, scoping, working within large organizations, presenting on project plans and results)
• Detail-oriented, naturally curious and willing to question to status quo to understand business needs

Preferred Qualifications:

• Prior experience in the financial services and alternative investments
• Prior experience in business analyst and/or project management roles

Benefits

The base salary range for this role is $100,000 to $135,000 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 Registered Fund Attorney Vice President to join the Legal team. The focus of this role will include representing perpetual capital vehicles in the 1933 and 1940 Act space on a wide spectrum of matters including compliance and regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, corporate transactional matters, and more.  In addition, this role will represent other investment products, including unit investment trusts (UITs) and exchange traded funds (ETFs). This candidate will be a key legal resource for the registered funds business. The ideal candidate should have exposure to all aspects of the retail investment management business and should have experience in drafting and negotiating fund documents and related fund materials, including placement agreements and vendor agreements.

Responsibilities

• Negotiate various agreements with counterparties including distributors, service providers, fund managers and BDCs, non-traded REITs, private REITs, and other closed-end funds registered under the 1940 Act.
• Draft and review of registered fund offering materials, and private fund, UIT and ETF legal documentation.
• Assist regulatory and compliance with the substantive provisions of the 1933 and 1940 Act, including those governing affiliated transactions, fund-of-fund arrangements, and advisory and distribution contracts.
• Advise on the legal implications of offering new and existing products and services.
• Coordinate use of outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work.
• Review materials for SEC and FINRA compliance.
• Draft and review various contracts, non-disclosure agreements and other legal documentation.
• Perform ad hoc research projects.
• Partner with other Legal and Compliance Team members on various product and regulatory matters.

Qualifications

• 4-5+ years of fund formation experience within the registered fund or mutual fund space
• Strong knowledge of the 1933 Act and 1940 Act and Forms N-1A and N-2
• Member in good standing of Utah Bar or another state or jurisdiction
• Law firm or in-house experience at an asset management firm is a plus
• 1934 Act as well as Commodity Exchange Act and NFA Rules experience is a plus
• Experience working with UITS and ETFs is preferred
• Strong interpersonal and communication skills
• Willingness to learn new topics and work in an evolving business environment
• Organized and detail-oriented with big picture capabilities

Benefits

The base salary range for this role is $160,000 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 looking to hire an Assistant Vice President or Vice President Fund Attorney to join the Funds Legal team with a primary focus on U.S. and Cayman private funds. The scope of this role will include representing private funds, both open end and closed end, on a wide spectrum of matters including compliance and U.S. and international regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, and corporate transactional matters. The ideal candidate has strong regulatory experience (including Regulation D and the Investment Company Act of 1940) as well as experience in both drafting and negotiating private fund documents, side letters, placement agreements and related fund materials.    

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $160,000 to $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 for an Associate to join its Fund Finance Private Capital team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, senior management, and clients on a variety of accounting and reporting processes. This role will report to a Vice President, Fund Finance Private Equity.

Responsibilities

• Work with iCapital’s implementation teams with regards to new business and fund launches.
• Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective.
• Determine commitment sizes to underlying funds and conduct analysis on feeder fund expenses.
• Oversee quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs.
• Review and sign-off on capital call and distribution cash analysis, investor allocation files and notices prepared by third party admins and Associate or AVP members of the Fund Finance team.
• Participate in management-level meetings internally and externally.
• Attend prospective clients’ on-site due diligence.
• Approve and release quarterly management fee payment wires.
• Facilitate and work with iCapital Technology and Product teams to drive process automation and efficiency.
• Monitor fund’s compliance with the partnership operating agreement terms.
• Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP.

Qualifications

• Bachelor’s degree in accounting or finance
• 3 to 6 years of financial services or asset management accounting and operations experience
• Alternative investments fund administration and operations is a plus
• Advanced degree and/or credentials, or progress towards MBA, CPA, CFA, or CAIA designation is a plus
• Passion for the application of innovative technology
• Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
• Strong verbal, written, and interpersonal communication skills
• Willingness to learn new topics and work in an evolving business environment
• Organized and detail oriented with big picture capability

Benefits

The base salary range for this role is $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 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 looking to hire a Compliance Officer to oversee the relevant investment advisers supporting the Exchange-Traded Funds (ETF) and 1940 Act Registered Funds businesses. This individual will also be responsible for assisting and/or leading the implementation and administration of compliance programs for the firm’s SEC Registered Investment Advisers, NFA and CFTC registered Commodity Pools, and other compliance-related activities as they relate to these products or entities. 

Responsibilities

• Maintain expert knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, Investment Company Act of 1940, and Rule 6c‑
• Monitor and advise on regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking.
• Design, implement, and maintain compliance programs under Rule 206(4)‑7 and Rule 38a‑1 for ’40 Act trusts, registered investment advisers, and commodity pool operators.
• Provide compliance leadership and support for ETF and Registered Funds initiatives, including identifying regulatory risks and developing practical solutions.
• Advise Product, Portfolio Management, Operations, and other stakeholders on product structuring, operations, investment strategies, and disclosures.
• Lead compliance efforts for ETF and Registered Funds launches and product changes from concept through effectiveness and post‑launch execution.
• Translate regulatory requirements and fund governing documents into scalable policies, procedures, and compliance controls.
• Oversee product‑specific compliance obligations, including disclosure monitoring, premium or discount reporting, and regulatory filings.
• Conduct pre‑ and post‑trade compliance monitoring, portfolio guideline testing, and issue resolution.
• Support trading oversight frameworks, including best execution governance and related compliance practices.
• Perform compliance testing, reporting, and remediation tracking to ensure timely resolution of issues.
• Oversee and coordinate compliance reviews of third‑party service providers, including administrators, custodians, legal counsel, and auditors.

Qualifications

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

Benefits

The base salary range for this role is $125,000 to $155,000.  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 to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.

Responsibilities

• Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
• Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
• Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

Qualifications

• Bachelor’s degree with 6-10 years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments
• Ability to manage phone queue during operating hours 8:30am-6 PM MST 
• Experience with high-net-worth clients, financial advisors, and fund managers
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skill
• Able to meet deadlines and work effectively under pressure
• Proven ability to multi-task and work both independently and as a team player
• Proficient computer skills, specifically Microsoft Office applications like Word, PowerPoint, and Excel
•  

Benefits

The base salary range for this role is $85,000 to $110,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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 Head of Legal for Structured Investments and Annuities, to join as a senior member of the Legal team.  The ideal candidate is an attorney with significant experience with financial products, including structured investments and annuities, as well as in-depth knowledge of the laws, rules, and regulations applicable to such products.  This role will work closely with the firm’s senior management, senior members of the structured investments and annuities business lines, and other attorneys within the Legal and Compliance teams.  

Responsibilities

• Act as general counsel for the firm’s structured investments and annuities businesses, serving as primary counsel on all legal and regulatory aspects, including firm-wide strategic initiatives and day-to-day matters, related to the firm’s web-based platform covering structured investments and annuities, structured investments distribution, broker-dealer matters, strategic relationships and product and global expansion.
• Serve as a senior advisor to the firm’s senior management, including the Head of Structured Products and Annuities, the Chief Financial Officer and the General Counsel, Business teams, compliance and enterprise risk on commercial, regulatory and legal issues.
• Manage a team of attorneys responsible for providing legal and regulatory support of the firm’s structured investments platform, structured investments distribution, annuities, and life insurance businesses in an efficient and cost-effective manner, as well as managing outside counsel, as necessary.
• Negotiate and supervise negotiation of complex high-value commercial agreements with counterparties and clients, including structured investment and annuity product issuers, as well as financial institution users of iCapital’s structured investments and annuities products and services.
• Drive modernization of internal legal processes, with a focus on maximizing efficiency, supporting firmwide transformation and delivering on firmwide objectives.

Qualifications

• 10+ years of experience within a top-tier law firm and/or in-house at a broker-dealer or financial technology firm, including experience managing other attorneys
• Strong knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA rules
• Working knowledge of applicable insurance rules and regulations is a plus
• Experience negotiating high-value commercial agreements with sophisticated clients and counterparties
• Strong leadership and interpersonal skills
• Willingness to learn new topics and work in an evolving business environment
• Member in good standing of the New York Bar or another state or jurisdiction

Benefits

The base salary range for this role is $200,000 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 looking to hire a motivated People Analytics Vice President to join the growing global People team. This individual will sit on the People Operations team and report to the head of HR Operations and Analytics. This role in partnership with the People leadership team will leverage expertise to build, execute, and scale robust People analytics capabilities. The ideal candidate will implement assets such as interactive dashboards and executive presentations, conduct thoughtful data analyses, and provide key workforce insights that drive more impactful people decisions. This role requires an incumbent who is equally adept at technical and functional work, and who possesses a keen design sense to produce board-quality materials.

Responsibilities

• Build a People Analytics infrastructure, with the goal of seamlessly connecting people data across disparate HR systems to enable deeper insights.
• Utilize Tableau to oversee the evaluation, automation, and integration of existing Excel-based HR reporting efforts, such as headcount, hiring plan, and HR Dashboards to streamline data-informed decision making.
• Partner with HR Business Partners to identify key business challenges and apply data science to clarify them, connect data to business outcomes, and communicate insights and opportunities effectively back to stakeholders.
• Co-own, with HR Operations colleagues, responsibility for data optimization and root cause analysis of evolving data challenges.
• Lead the strategic design of people data for the firm and support business system owners with evolving workforce data needs.
• Conduct meetings outside of US working hours, as needed.

Qualifications

• A bachelor’s degree in business analytics, data science, information technology, statistics, human resources or related field
• 5-8 years of experience building an analytics ecosystem and executing a people analytics strategy
• Familiar with human resource management concepts, metrics, and data
• Experience working with tools such as Tableau and Snowflake and other enabling middleware
• Excellent analytical skills and methods to diagnose, cleanse, and transform data
• Awareness of data visualization concepts and user-centric design
• Demonstrated experience managing confidential information with appropriate integrity and discretion
• Presentation skills to distill complex data into essential information for executives using engaging examples
• Experience working in a global team
• Familiar with Dayforce HRIS, Lattice Talent Management, and Greenhouse ATS 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 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.

About the Role

iCapital is looking to hire an Analyst to join its Platform Technology Support team. The team provides technical support to its rapidly growing client base of financial advisors and individual investors, as part of the company’s mission to create a best-in-class user experience. This individual will have a strong client orientation and technical skillset, who is interested in working in a fast-paced, collaborative, and entrepreneurial environment. This position will be responsible for researching, collaborating, and solving technical issues as it relates to iCapital’s integrated platform. The ideal candidate will thrive in a collaborative, multi-disciplinary team environment across multiple locations, working in a fast-paced and entrepreneurial setting.

Responsibilities

• Respond in a timely manner to client inbound support requests and maintain updates during troubleshooting.
• Engage in the initial triage of support requests and either resolve or escalate to the appropriate secondary Support team.
• Maintain an accurate recording of troubleshooting steps and document knowledgebase articles in the CRM.
• Communicate with Client Sales teams on new technical issues and explaining resolutions.
• Utilize a variety of technical tools for troubleshooting for API, database, and data retrieval.
• Help the support team streamline processes or develop new methods for issue tracking.
• Take initiative on assigned support requests and collaborating with engineers from multiple teams to solve problems.
• Educate internal departments regarding the best practices to resolve technical issues.
• Participate in event driven initiatives related to the rollout of new system capabilities and functionality.
• Synthesize customer feedback and collaborate with other departments to optimize the user experience.
• Create documentation for new product solutions and enhancements to existing technology, as well as producing resources to enable staff to determine technical issues.

Qualifications

• Bachelor’s degree in computer science, information technology, business administration or a related field
• 1-3 years of experience in technical support
• Strong technical background, with experience in troubleshooting and resolving technical issues
• Excellent communication skills, with the ability to communicate with technical and non-technical stakeholders
• Strong problem-solving skills, with the ability to think creatively and strategically
• Able to work in a fast-paced, dynamic environment
• Excellent time management skills and ability to prioritize tasks
• Proven ability to multi-task and work both independently and as a team player
• Experience working with APIs and databases, with a strong understanding of how to utilize them to resolve technical issues
• Experience working with cloud-based technologies, such as AWS or Azure, is a plus
• Knowledge of security protocols and best practices for securing data and systems is a plus
• Technical experience and comfortable working with spreadsheets, business intelligence tools, and an understanding of databases
• Attention to detail with the ability to analyze and research systems to rectify issues and provide solutions
• Familiar with alternative investments and financial technology is strongly preferred

Benefits

The base salary range for this role is $60,000 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.

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 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.

Full Stack Engineer  

The Full Stack Engineer at iCapital will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found in manual test efforts.  

Responsibilities 

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

Candidate Profile 

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

Benefits

The base salary range for this role is $110,000 to $135,000 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

iCapital is looking to hire a Senior Vice President to join the Broker Dealer and Distribution Compliance team within the Regulatory and Compliance group. This individual supports the Chief Compliance Officer in the oversight, management, and execution of the broker‑dealer’s comprehensive compliance program. This role plays a critical leadership function in ensuring adherence to FINRA rules, SEC regulations, and other applicable laws governing broker‑dealer activities, with particular emphasis on the distribution of alternative investments, structured investments, and annuity products.

Responsibilities will include strategic direction, supervisory oversight, and day‑to‑day compliance leadership across sales practices, product governance, supervision, regulatory engagement, and compliance operations. The position requires a seasoned compliance professional capable of partnering with senior business leaders while exercising sound regulatory judgment in complex and evolving areas of risk.

Responsibilities

• Assist the CCO in designing, implementing, and maintaining an effective broker dealer compliance program consistent with FINRA and SEC expectations.
• Provide senior level oversight of key compliance functions, including supervision, surveillance, investigations, regulatory reporting, and compliance testing.
• Serve as a key escalation point for material compliance issues, supervisory concerns, and regulatory risk matters.
• Oversee compliance related to the distribution of alternative investments, structured products, and annuities, including private placements and complex products.
• Support product due diligence, approval, and ongoing monitoring frameworks from a broker dealer compliance perspective.
• Manage the development, maintenance, and enforcement of Written Supervisory Procedures (WSPs).
• Partner with business leadership to enhance supervisory controls and address identified gaps.
• Manage and coordinate responses to regulatory examinations, inquiries, and findings, as applicable, ensure timely remediation, and track corrective action plans.
• Monitor regulatory developments impacting broker dealer operations, complex product distribution, and sales practices.
• Collaborate across various business lines on new marketing initiatives, providing compliance guidance.
• Mentor and develop compliance staff, fostering depth, continuity, and subject matter expertise within the compliance function.
• Promote a strong culture of compliance and ethical conduct across the organization.

Qualifications

• 12-15+ years of relevant experience
• Significant experience in a FINRA‑registered broker‑dealer environment, including leadership or supervisory responsibility
• Demonstrated expertise in alternative investments, structured investments, or annuities from a compliance or regulatory perspective
• Strong working knowledge of FINRA rules, SEC regulations, suitability standards, and complex product oversight
• Experience managing regulatory exams, enforcement matters, and senior‑level regulatory interactions
• Proven leadership skills with the ability to influence senior stakeholders and business partners
• Excellent written and verbal communication skills
• Thrives in a fast-paced environment with a continuous learning mindset
• Self-motivated with robust project management and process development skills
• Sound judgment, strong ethics, and the ability to manage sensitive and confidential matters
• JD is a plus
• Series 24 license upon hire or obtain within 90 days of hire

Benefits

The base salary range for this role is $150,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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 Assistant Vice President to join its Regulatory and Compliance team to lead the review and approval process for marketing materials created by our investment advisers and broker-dealer. There will be a strong focus on marketing materials for private funds. The ideal candidate will be responsible for ensuring compliance with all communications and advertising rules, working with the Distribution and Marketing teams and generally assisting the Legal and Compliance teams with various compliance focused tasks, including updates to policies and procedures and monitoring and testing.  

Responsibilities

• Review of marketing materials, client communications, diligence reports, research and quarterly reporting, among other materials for SEC and FINRA compliance.
• Perform compliance testing and monitoring for marketing related materials.
• Collaborate across various business lines on new marketing initiatives, providing compliance guidance.
• Assist in maintaining and updating policies and procedures based on new regulatory developments and new business initiatives.
• Contribute to developing and conducting company-wide training to meet both SEC and FINRA obligations.
• Help prepare for and respond to inquiries and audits from regulatory authorities.

Qualifications

• Bachelor's degree in a related field 
• 5+ years of experience, preferably with both broker dealer and registered investment advisor experience
• Strong knowledge of the Rule 206(4)-1 of the Investment Advisers Act of 1940and FINRA regulations on marketing
• Experience with alternative investments, primarily private funds, as well as an understanding of compliance restrictions around private placements and registered products
• Excellent verbal and interpersonal communication skills
• Able to thrive 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 $85,000 to $110,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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 Fund Attorney to join the Funds Legal team with a primary focus on U.S. and Cayman private funds. The scope of this role will include representing private funds, both open end and closed end, on a wide spectrum of matters including compliance and U.S. and international regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, and corporate transactional matters. The ideal candidate has strong regulatory experience (including Regulation D and the Investment Company Act of 1940) as well as experience in both drafting and negotiating private fund documents, side letters, placement agreements and related fund materials.    

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $160,000 to $220,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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.

About the Role

iCapital is seeking a strategic, hands-on, and results-driven Assistant Vice President or Vice President Program Manager to join the Product Operations team, directly supporting the Pre-Investment vertical. This role will lead the planning and execution of multiple complex, highly technical software development initiatives that are critical to firm-wide priorities. The ideal candidate brings a strong track record of delivering enterprise-scale technology projects in financial services, thrives in a fast-paced environment managing concurrent workstreams, and operates as a true partner to Product and Engineering leadership. They are comfortable working with globally distributed teams, leveraging AI-powered tools to accelerate execution, and stepping directly into problems to drive resolution independently and with urgency.

Responsibilities

• Own and drive the end-to-end delivery of multiple concurrent strategic software initiatives across the Pre-Investment vertical, ensuring alignment with business goals, timelines, and resource plans.
• Build trusted relationships with product and engineering leads, understand strategic priorities and technical tradeoffs, and co-own delivery outcomes alongside both disciplines.
• Lead cross-functional collaboration with the Product, Engineering, UX, Legal, Compliance, and Sales teams to ensure seamless execution and stakeholder alignment across distributed, multi-location teams.
• Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies across a portfolio of technically complex initiatives.
• Diagnose root causes, drive resolution directly, and escalate when necessary, with clear context and recommendations.
• Use analytical reasoning to assess program performance, identify areas for improvement, and lead efforts to improve efficiency and effectiveness within the team.
• Serve as a power user and operational owner of Monday.com, designing and maintaining boards, dashboards, automations, and workflows that drive transparency, accountability, and timely delivery across teams. Ensure Monday.com is the source of truth for roadmap tracking, status reporting, and cross-functional visibility.
• Maintain deep operational fluency in JIRA and Confluence, actively using JIRA for sprint-level tracking, backlog management, and engineering alignment, and Confluence for documentation, decision logs, and durable program artifacts. Operate seamlessly across all three platforms (Monday.com, JIRA, Confluence) as an integrated toolkit.
• Prepare and present project status reports, dashboards, and performance metrics to leadership and cross-functional stakeholders.
• Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus.
• Leverage AI tools, including Microsoft Copilot and Anthropic's Claude to accelerate operational workflows such as drafting communications, synthesizing meeting notes, analyzing project data, generating status summaries, and improving the speed and quality of program execution outputs.

Qualifications

• 7-10+ years of relevant experience within program management, project management, or business analysis roles
• Proven experience delivering multiple complex, technically deep software projects simultaneously in financial services or fintech environments
• Demonstrated ability to partner directly with product and engineering leadership, understanding product strategy, technical architecture, sprint mechanics, and delivery tradeoffs well enough to co-own outcomes, not just track them
• Experience working effectively with globally distributed teams 
• Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders
• Able to operate independently with minimal direction and take direct ownership of problems from identification through resolution
• Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset
• Deep understanding of Agile methodologies and advanced proficiency across the full toolset (i.e. Monday.com, JIRA, and Confluence)
• Operational rigor with a focus on process improvement, workload distribution, and team enablement
• Experience peer-influencing projects and fostering a culture of accountability and growth
• Hands-on experience with AI productivity tools, specifically Microsoft 365 Copilot (for email, Teams, document drafting, and meeting synthesis) and Anthropic Claude (for analysis, summarization, and operational content generation)
• Comfort experimenting with AI-assisted workflows to improve team velocity, reduce manual overhead, and enhance the quality of executive-facing deliverables
• PMP, SAFe, CSM, or CSP certifications are a plus

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 a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on onboarding services. The Transactional Operations team plays a critical role in supporting the firm’s growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle. The role centers on providing comprehensive operational support for feeder funds, including subscription processing, close management, document remediation, transfers and remediations, as well as oversight of these transactions for direct funds. This individual will collaborate with a broad range of stakeholders within a fast-paced, collaborative, and entrepreneurial environment. The team supports investors, financial advisors, home office personnel, administrators, and numerous internal parties.

Responsibilities

• Provide dedicated support throughout initial onboarding and subsequent transactional processing for feeder funds.
• Work closely with fund administrators to ensure seamless client experience; ensure SLAs are met.
• Support high-profile fund managers and distributors in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
• Provide oversight on all transaction types for direct funds.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

Qualifications

• Bachelor’s degree in a related field
• 1-5 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry
• Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
• A basic understanding of industry standard AML, tax, and CRS documentation and requirements
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skills
• Able to meet deadlines and work effectively under pressure
• Proven ability to multi-task and work both independently and as a team player
• Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
• Interest or knowledge in technology

Benefits

The base salary range for this role is $60,000 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.

About the Role

iCapital is looking to hire a Regulatory Reporting Associate to join the Regulatory and Compliance team.  This position will work closely with the Vice President of Regulatory Reporting and the Co-Chief Compliance Officers of our Registered Investment Advisers on a variety of compliance matters, most specifically those pertaining to regulatory reporting.

Responsibilities

• Assist and oversee preparation of regulatory filings including, but not limited to, Form D, blue-sky notices, Form ADV, Form PF, certain 34 Act filings, BE-185, and international filings similar to blue-sky.
• Assist with other compliance-related matters as needed.
• Develop and implement various compliance functions and tests.
• Leverage firm technology to assist in both internal and external reporting.
• Develop new procedures and amend existing ones as needed.
• Monitor industry-wide compliance initiatives as well as important federal, state, and non-U.S. regulatory developments and conduct analyses on how such developments impact our activities.
• Recommend solutions to resolve regulatory challenges.
• Liaise with other internal and external stakeholders.

Qualifications

• Bachelor's degree in a related field 
• 2-5 years of experience, primarily focused on private funds and registered investment advisers
• Strong knowledge of various reporting obligations of registered investment advisers (Form ADV; Form PF), private funds (Form D; blue-sky) and reports required under the 1934 Act
• 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

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 an Analyst or Associate to support the Product Marketing function across iCapital’s investment products and technology platforms. This role offers hands-on exposure to messaging, sales enablement, product launches, and go to market execution in a regulated financial services environment. This individual will focus on maintaining and executing core product marketing deliverables. This role will work closely with senior product marketers and cross-functional partners to ensure materials are accurate, compliant, and consistently positioned.

Responsibilities

• Support the development, maintenance, and updating of product marketing collateral, including fact cards, presentations, fund tiles, FAQs, and product updates, using established messaging and positioning frameworks.
• Ensure consistent and accurate use of approved language across client facing and sales enablement materials, in line with brand, regulatory, and compliance standards.
• Own version control and organization of approved marketing materials, ensuring teams have access to current, ready-to-use assets.
• Partner with the Product, Investments, and Performance teams to gather inputs for routine updates and translate them into clear, execution ready materials.
• Support the compliance review and approval process by coordinating submissions, tracking feedback, and managing final approvals and archival.
• Assist with sales enablement execution, including preparation of pitch decks, product overviews, competitive comparisons, and internal training materials.
• Support product launches and ongoing product readiness by helping prepare launch communications, user guides, platform overviews, and internal enablement resources.
• Contribute to campaign and communication execution by coordinating assets, supporting email distributions, and tracking timelines and deliverables.
• Maintain competitive and market reference materials by collecting, organizing, and updating publicly available product and feature information.
• Track basic adoption, engagement, and campaign performance metrics using existing dashboards and templates, and prepare summary reports.
• Collaborate with international and cross functional partners to ensure alignment, accuracy, and timely delivery of materials.
• Assist with audience list preparation, segmentation updates, and distribution logistics.

Qualifications

• 1–5+ years of experience in product marketing, financial services, investment management, technology marketing, or a related field
• Strong written communication skills and attention to detail; ability to work within established guidelines and templates
• Highly organized, with the ability to manage multiple priorities and recurring deliverables
• Interest in financial products and technology platforms; willingness to learn investment and product concepts
• Experience working in a compliance‑regulated environment is a plus
• Comfort working with spreadsheets, trackers, shared documentation, and basic analytics tools
• Familiar with CRM tools, CMS platforms, email systems, analytics dashboards, or AI‑enabled productivity tools 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.

About the Role

iCapital is looking to hire a Head of Legal for Structured Investments and Annuities, to join as a senior member of the Legal team.  The ideal candidate is an attorney with significant experience with financial products, including structured investments and annuities, as well as in-depth knowledge of the laws, rules, and regulations applicable to such products.  This role will work closely with the firm’s senior management, senior members of the structured investments and annuities business lines, and other attorneys within the Legal and Compliance teams.  

Responsibilities

• Act as general counsel for the firm’s structured investments and annuities businesses, serving as primary counsel on all legal and regulatory aspects, including firm-wide strategic initiatives and day-to-day matters, related to the firm’s web-based platform covering structured investments and annuities, structured investments distribution, broker-dealer matters, strategic relationships and product and global expansion.
• Serve as a senior advisor to the firm’s senior management, including the Head of Structured Products and Annuities, the Chief Financial Officer and the General Counsel, Business teams, compliance and enterprise risk on commercial, regulatory and legal issues.
• Manage a team of attorneys responsible for providing legal and regulatory support of the firm’s structured investments platform, structured investments distribution, annuities, and life insurance businesses in an efficient and cost-effective manner, as well as managing outside counsel, as necessary.
• Negotiate and supervise negotiation of complex high-value commercial agreements with counterparties and clients, including structured investment and annuity product issuers, as well as financial institution users of iCapital’s structured investments and annuities products and services.
• Drive modernization of internal legal processes, with a focus on maximizing efficiency, supporting firmwide transformation and delivering on firmwide objectives.

Qualifications

• 10+ years of experience within a top-tier law firm and/or in-house at a broker-dealer or financial technology firm, including experience managing other attorneys
• Strong knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA rules
• Working knowledge of applicable insurance rules and regulations is a plus
• Experience negotiating high-value commercial agreements with sophisticated clients and counterparties
• Strong leadership and interpersonal skills
• Willingness to learn new topics and work in an evolving business environment
• Member in good standing of the New York Bar or another state or jurisdiction

Benefits

The base salary range for this role is $250,000 to $275,000.  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 Recruiting Coordinator to provide high-level administrative support to our Global Talent Acquisition team. This role will provide support throughout the recruiting and onboarding processes. The ideal candidate will be an integral member of the Talent Acquisition team, serving as a primary point of contact for candidates and helping us deliver an exceptional experience to candidates and hiring managers.

Responsibilities

• Support the Talent Acquisition team with scheduling, interview coordination, and conference room booking.
• Promote a friendly and positive candidate experience throughout the interview process:
• Ensure in-person and virtual meetings and interviews begin and end on time, as well as handle questions about interviews from candidates and team members.
• Provide an itinerary to candidates ahead of interviews.
• Coordinate Zoom interviews with candidates, talent acquisition partners, and hiring teams.
• Correspond with candidates throughout the process.
• Communicate with internal hiring team during the interview process by email, phone, and in person.
• Assist with updating candidate information in Greenhouse, our Applicant Tracking System (ATS).
• Follow up with interviewers and candidates’ post-interview and compile feedback.
• Assist with conducting reference checks and initiate background checks as needed.
• Partner closely with Human Resources and IT to ensure a successful onboarding process.
• Assist with ad hoc Talent Acquisition projects and related reporting.
• Work with recruiters and hiring managers to ensure job descriptions are clear, complete, and proofread prior to posting.

Qualifications

• Interest in developing a career in recruiting/talent acquisition
• Able to multi-task and prioritize, while taking a proactive approach and maintaining a strong attentional to detail
• Strong interpersonal skills and able to develop relationships with employees at different levels, work with various departments, and foster teamwork
• Able to demonstrate a high level of confidentiality
• Experience using Microsoft Outlook and working knowledge of Microsoft Word and Excel preferred

Benefits

The base salary range for this role is $60,000 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.

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 Platform Technology Support team provides technical support to its rapidly growing client base of financial advisors and individual investors, as part of the company’s mission to create a best-in-class user experience. This is a great opportunity for someone with a strong client orientation and technical skillset, who is interested in working in a fast-paced, collaborative, and entrepreneurial environment.

This position will be on our platform support level II team responsible for researching, collaborating and solving technical issues as it relates to iCapital’s integrated platform. The ideal candidate will embrace a collaborative and multi-disciplinary team in a fast-paced and entrepreneurial environment.

Responsibilities:                 

• Responding in a timely manner to client inbound support requests and maintaining updates during troubleshooting.
• Engaging in the initial triage of support requests and either resolving or escalating to the appropriate secondary support team.
• Maintain accurate recording of troubleshooting steps and documenting knowledgebase articles in the CRM.
• Communicating with client sales teams on new technical issues and explaining resolutions.
• Utilizing a variety of technical tools for troubleshooting for API, database, and data retrieval.
• Helping the support team streamline processes or developing new methods for issue tracking.
• Taking the initiative on assigned support requests and collaborating with engineers from multiple teams to solve problems.
• Educate internal departments regarding the best practices to resolve technical issues.

Requirements:

• Bachelor’s degree in Computer Science, Information Technology, or related field.
• 2 + years of experience in technical support
• Strong technical background, with experience in troubleshooting and resolving technical issues.
• Excellent communication skills, with the ability to communicate with technical and non-technical stakeholders.
• Strong problem-solving skills, with the ability to think creatively and strategically.
• Ability to work in a fast-paced, dynamic environment.
• Ability to prioritize assignments with excellent time management skills
• Proven ability to multi-task and work both independently and as a team player
• Experience working with APIs and databases, with a strong understanding of how to utilize them to resolve technical issues.
• Ability to troubleshoot and resolve issues related to database connectivity, API integration, and data retrieval.
• Experience working with cloud-based technologies, such as AWS or Azure, is a plus.
• Knowledge of security protocols and best practices for securing data and systems is highly desirable.
• Technical experience and comfortable with spreadsheets, business intelligence tools and an understanding of databases. 
• Attention to detail with the ability to analyze and research systems to rectify issues and provide solutions.
• Familiarity with alternative investments and financial technology is strongly preferred

Benefits

The base salary range for this role is $60,000 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 Senior Vice President to join the Broker Dealer and Distribution Compliance team within the Regulatory and Compliance group. This individual supports the Chief Compliance Officer in the oversight, management, and execution of the broker‑dealer’s comprehensive compliance program. This role plays a critical leadership function in ensuring adherence to FINRA rules, SEC regulations, and other applicable laws governing broker‑dealer activities, with particular emphasis on the distribution of alternative investments, structured investments, and annuity products.

Responsibilities will include strategic direction, supervisory oversight, and day‑to‑day compliance leadership across sales practices, product governance, supervision, regulatory engagement, and compliance operations. The position requires a seasoned compliance professional capable of partnering with senior business leaders while exercising sound regulatory judgment in complex and evolving areas of risk.

Responsibilities

• Assist the CCO in designing, implementing, and maintaining an effective broker dealer compliance program consistent with FINRA and SEC expectations.
• Provide senior level oversight of key compliance functions, including supervision, surveillance, investigations, regulatory reporting, and compliance testing.
• Serve as a key escalation point for material compliance issues, supervisory concerns, and regulatory risk matters.
• Oversee compliance related to the distribution of alternative investments, structured products, and annuities, including private placements and complex products.
• Support product due diligence, approval, and ongoing monitoring frameworks from a broker dealer compliance perspective.
• Manage the development, maintenance, and enforcement of Written Supervisory Procedures (WSPs).
• Partner with business leadership to enhance supervisory controls and address identified gaps.
• Manage and coordinate responses to regulatory examinations, inquiries, and findings, as applicable, ensure timely remediation, and track corrective action plans.
• Monitor regulatory developments impacting broker dealer operations, complex product distribution, and sales practices.
• Collaborate across various business lines on new marketing initiatives, providing compliance guidance.
• Mentor and develop compliance staff, fostering depth, continuity, and subject matter expertise within the compliance function.
• Promote a strong culture of compliance and ethical conduct across the organization.

Qualifications

• 12-15+ years of relevant experience
• Significant experience in a FINRA‑registered broker‑dealer environment, including leadership or supervisory responsibility
• Demonstrated expertise in alternative investments, structured investments, or annuities from a compliance or regulatory perspective
• Strong working knowledge of FINRA rules, SEC regulations, suitability standards, and complex product oversight
• Experience managing regulatory exams, enforcement matters, and senior‑level regulatory interactions
• Proven leadership skills with the ability to influence senior stakeholders and business partners
• Excellent written and verbal communication skills
• Thrives in a fast-paced environment with a continuous learning mindset
• Self-motivated with robust project management and process development skills
• Sound judgment, strong ethics, and the ability to manage sensitive and confidential matters
• JD is a plus
• Series 24 license upon hire or obtain within 90 days of hire

Benefits

The base salary range for this role is $190,000 to $225,000.  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 experienced Python Developer with expertise in web scraping, automated portal interactions, and cloud-native deployment using AWS. The ideal candidate will have hands-on experience working with Playwright for browser automation, managing multi-factor authentication (MFA) flows, and deploying scalable scraping tasks via AWS Lambda and related services. This role will assist in architecting and building robust, secure, and scalable scraping solutions that interact with complex web applications and secured portals.

Responsibilities

• Assist with the design and implementation of advanced scraping solutions using Python, Playwright, and AWS services.
• Automate interactions with JavaScript-heavy and authentication-secured websites, including handling MFA, CAPTCHAs, and session or token-based login flows.
• Architect scraping pipelines using serverless AWS components such as Lambda, Step Functions, S3, CloudWatch, and Secrets Manager.
• Build systems that scale to support high volumes of data extraction with fault tolerance, retries, and intelligent logging.
• Integrate and manage complex workflows across multiple portals, APIs, and data sources.
• Contribute to architectural decisions, tooling, and best practices.

Qualifications

• Bachelor’s or master’s degree in computer science, software engineering, or related field, or equivalent professional experience
• 10+ years of experience in Python development, with a strong focus on automation and data extraction
• Proven expertise in web scraping using tools like Playwright, Selenium, Scrapy, BeautifulSoup, and requests
• In-depth experience handling multi-step authentication flows, including multi-factor authentication (MFA), CAPTCHA solving, and session or cookie management
• Proficient in deploying and managing scraping workloads in AWS, particularly Lambda, S3, IAM, CloudWatch, and Secrets Manager
• Experience with asynchronous programming, headless browsers, and JavaScript-rendered content
• Solid understanding of web protocols (i.e. HTTP, HTTPS, cookies, headers), and the ability to reverse-engineer network calls and authentication mechanisms
• Comfortable working with APIs, JSON/XML, and data transformation
• Experience with CI or CD pipelines, Docker, and infrastructure as code (i.e. CloudFormation, Terraform)
• Familiar with data pipeline orchestration tools such as Apache Airflow or AWS Step Functions
• Prior experience scraping from secure or enterprise-level portals (i.e. financial, healthcare, legal)
• Background in data engineering or ETL workflows is a plus
• Exposure to Python testing frameworks and writing unit or integration tests

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 looking for a Software Developer in Test to join the Quality Assurance team. The ideal candidate brings practical knowledge of agile development methodologies and engineering best practices. As a Software Developer in Test (SDET), this role will work closely with the Development and Testing team. This individual will serve as a hands-on test engineer capable of understanding, enhancing, and implementing existing automation test frameworks. This role will also collaborate closely with other engineers and product managers to support feature‑based testing.

Responsibilities

• Build and implement robust automated test suites for API and backend services.
• Develop and maintain automated tests using Behave (BDD) and Python, ensuring coverage of new features and system enhancements.
• 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.
• 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

• 8+ years of experience with QA engineering delivery experience with a strong focus on backend and API testing
• 4+ years of delivery within Agile SDLC teams ideally with CICD
• Hands-on Python programming experience, including strong knowledge of Behave (BDD), test-driven development (TDD), and QA design patterns.
• Strong experience testing REST APIs, backend microservices, and distributed systems
• Experience working with blockchain technologies (i.e. smart contracts, distributed ledgers, and blockchain node interaction) is preferred
• Solid understanding of CI/CD tooling and pipelines, especially GitLab CI/CD
• Proven knowledge of testing tools such as Behave, PyTest, Postman or REST Tools, JMeter or similar performance tools
• Proficient in CI/CD technologies like Gitlab, Git, Jenkins, and Docker
• Working knowledge of Python
• AI Integration experience is preferred
• Exposure to banking or finance environments is preferred

Benefits

The base salary range for this role is $110,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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 an Analyst or Associate to join the Fund Reporting team. This individual will be responsible for the preparation and distribution of investor communications, with an emphasis on client fund level reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients.  This individual will have constant interaction with industry leading wirehouses, as well as investment and accounting professionals at the underlying private equity funds and hedge funds.

Responsibilities

• Work on a team of investment professionals who are responsible for the preparation and review of quarterly fund level client reporting with respect to private equity, real estate, secondary, and credit fund-of-funds and feeder funds currently under management:
• Review, digest, and extract information from the reports provided by the underlying private equity sponsors and draft the relevant information to be included in the client quarterly performance updates.
• Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports.
• Liaise with administrators to determine correct quantitative data for reporting purposes and be able to understand portfolio company performance and fund valuation drivers.
• Coordinate internal compliance review and approvals.
• Ensure timely distribution of reports to clients and relationship managers.
• Review the monthly hedge fund fact card reporting.
• Draft wording for capital call and distribution notices to investors.
• Maintain communication with underlying financial sponsors regarding portfolio company activities and their impact on valuation.
• Coordinate periodic investment portfolio and valuation reviews with other members of the team.
• Serve as the private equity product specialist in connection with requests for information from relationship managers and clients (i.e. regarding fund performance, capital calls, and other fund-related activities) as well as fund performance update meetings.

Qualifications

• 1-4 years of experience, preferably with hedge funds, private equity, or real estate industry, and open to recent graduates with relevant experience
• Previous experience in report writing, investor communications, and business writing skills are preferred
• Motivated, detail-oriented, and able to independently solve problems
• Microsoft office skills are required (Word, Excel, PowerPoint). Strong knowledge of Excel with experience of manipulation and presentation of data
• Strong communication skills are essential
• Able to handle multiple tasks and prioritize assignments with excellent time management skills
• Proactive team player with positive attitude and willingness to work in a fast-moving entrepreneurial environment

Benefits

The base salary range for this role is $60,000 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 launching a new, dedicated line of business to provide a comprehensive, end-to-end solution for a sophisticated and rapidly growing fund structure, the '34 Act Registered Fund’. This innovative structure allows the General Partner (GP) clients to access the high-net-worth market at scale, and the service model allows them to do so efficiently by relying on operational expertise.

The Fund Finance team is the operational engine at the heart of this new business line. iCapital is seeking a meticulous and driven Assistant Vice President to execute the critical accounting, valuation, and reporting functions for these funds. This individual will be responsible for the integrity of the fund's financial data, including the daily review of its portfolio.

This role offers a unique opportunity to gain deep expertise in a complex, high-growth product, work directly with public reporting and be a key part of the team that ensures the accuracy and timeliness of the information we provide to clients and their investors.

Responsibilities

• Perform detailed reviews of the monthly NAV packages prepared by third-party fund administrators.
• Reconcile cash, positions, and activity between the administrator and custodian.
• Validate portfolio valuations to ensure they align with data provided by the GP and their independent valuation advisor.
• Recalculate management and incentive fees to verify accuracy.
• Review and approve fund-level expense payments and accruals.
• Assist in the preparation and review of financial statements and schedules for quarterly (Form 10-Q) and annual (Form 10-K) SEC filings.
• Act as a key liaison with the fund's external auditors, managing the end-to-end annual audit process.
• Support the drafting and review of current reports (Form 8-K) for events such as monthly subscriptions.
• Leverage iCapital technology to create and publish monthly NAV statements and fact cards for investors and distribution partners.
• Contribute to the oversight of the third-party tax provider to ensure timely and accurate delivery of investor K-1s.
• Calculate proration factors for oversubscribed quarterly tender offers.
• Assist in the development and maintenance of internal controls over financial reporting to comply with regulatory requirements.
• Contribute to the maintenance of our SOC-1 report to include the '34 Act fund servicing model.
• Identify and implement process improvements to enhance the efficiency and accuracy of the fund finance function.

Qualifications

• 5+ years of experience in fund accounting or public accounting (with a focus on alternative investment management clients)
• Strong knowledge of investment company accounting under US GAAP is required
• Experience with registered funds ('40 Act and '34 Act) and familiarity with SEC reporting requirements (Form 10-K, 10-Q)
• Able to manage complex financial data with a commitment to being accurate and meticulous
• Demonstrated ability to work in a team and work effectively with internal partners and external service providers
• CPA is preferred

Benefits

The base salary range for this role is $85,000 to $110,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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 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 to hire a motivated People Analytics Vice President to join the growing global People team. This individual will sit on the People Operations team and report to the head of HR Operations and Analytics. This role in partnership with the People leadership team will leverage expertise to build, execute, and scale robust People analytics capabilities. The ideal candidate will implement assets such as interactive dashboards and executive presentations, conduct thoughtful data analyses, and provide key workforce insights that drive more impactful people decisions. This role requires an incumbent who is equally adept at technical and functional work, and who possesses a keen design sense to produce board-quality materials.

Responsibilities

• Build a People Analytics infrastructure, with the goal of seamlessly connecting people data across disparate HR systems to enable deeper insights.
• Utilize Tableau to oversee the evaluation, automation, and integration of existing Excel-based HR reporting efforts, such as headcount, hiring plan, and HR Dashboards to streamline data-informed decision making.
• Partner with HR Business Partners to identify key business challenges and apply data science to clarify them, connect data to business outcomes, and communicate insights and opportunities effectively back to stakeholders.
• Co-own, with HR Operations colleagues, responsibility for data optimization and root cause analysis of evolving data challenges.
• Lead the strategic design of people data for the firm and support business system owners with evolving workforce data needs.
• Conduct meetings outside of US working hours, as needed.

Qualifications

• A bachelor’s degree in business analytics, data science, information technology, statistics, human resources or related field
• 5-8+ years of experience building an analytics ecosystem and executing a people analytics strategy
• Familiar with human resource management concepts, metrics, and data
• Experience working with tools such as Tableau and Snowflake and other enabling middleware
• Excellent analytical skills and methods to diagnose, cleanse, and transform data
• Awareness of data visualization concepts and user-centric design
• Demonstrated experience managing confidential information with appropriate integrity and discretion
• Presentation skills to distill complex data into essential information for executives using engaging examples
• Experience working in a global team
• Familiar with Dayforce HRIS, Lattice Talent Management, and Greenhouse ATS a plus

Benefits

The base salary range for this role is $165,000 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 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 looking to hire a Head of Legal for Structured Investments and Annuities, to join as a senior member of the Legal team.  The ideal candidate is an attorney with significant experience with financial products, including structured investments and annuities, as well as in-depth knowledge of the laws, rules, and regulations applicable to such products.  This role will work closely with the firm’s senior management, senior members of the structured investments and annuities business lines, and other attorneys within the Legal and Compliance teams.  

Responsibilities

• Act as general counsel for the firm’s structured investments and annuities businesses, serving as primary counsel on all legal and regulatory aspects, including firm-wide strategic initiatives and day-to-day matters, related to the firm’s web-based platform covering structured investments and annuities, structured investments distribution, broker-dealer matters, strategic relationships and product and global expansion.
• Serve as a senior advisor to the firm’s senior management, including the Head of Structured Products and Annuities, the Chief Financial Officer and the General Counsel, Business teams, compliance and enterprise risk on commercial, regulatory and legal issues.
• Manage a team of attorneys responsible for providing legal and regulatory support of the firm’s structured investments platform, structured investments distribution, annuities, and life insurance businesses in an efficient and cost-effective manner, as well as managing outside counsel, as necessary.
• Negotiate and supervise negotiation of complex high-value commercial agreements with counterparties and clients, including structured investment and annuity product issuers, as well as financial institution users of iCapital’s structured investments and annuities products and services.
• Drive modernization of internal legal processes, with a focus on maximizing efficiency, supporting firmwide transformation and delivering on firmwide objectives.

Qualifications

• 10+ years of experience within a top-tier law firm and/or in-house at a broker-dealer or financial technology firm, including experience managing other attorneys
• Strong knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA rules
• Working knowledge of applicable insurance rules and regulations is a plus
• Experience negotiating high-value commercial agreements with sophisticated clients and counterparties
• Strong leadership and interpersonal skills
• Willingness to learn new topics and work in an evolving business environment
• Member in good standing of the New York Bar or another state or jurisdiction

Benefits

The base salary range for this role is $250,000 to $275,000.  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 highly organized, systems-oriented Marketing Operations Analyst or Associate to support execution excellence across the Marketing organization. This role is the operational backbone of a high-performing Marketing team. This individual will own day-to-day execution across four core areas: budget and procurement operations, project management systems, reporting and analytics, and strategic planning support. This role will work closely with the Marketing, Finance, and Procurement teams to ensure the marketing organization runs efficiently, compliantly, and with full visibility into performance and spend.

Responsibilities

• Manage vendor onboarding, purchase orders and invoices and ensure every vendor payment is accurately coded, properly approved, and processed on time.
• Maintain a live marketing budget tracker reflecting actuals versus plan across all spend categories and support monthly reconciliation.
• Assist with the annual marketing budget planning process.
• Maintain the team's day-to-day project management tool, keeping boards current, status fields accurate, and naming conventions consistent so the system is always a reliable source.
• Conduct regular audits to identify stale boards, outdated tasks, workflow gaps, flagging issues and implementing fixes to keep the system clean.
• Manage the campaign intake and prioritization framework.
• Partner with the Marketing Analytics team to assemble and distribute monthly marketing analytics reports.
• Support quarterly OKR and KPI data consolidation and the annual strategic planning process.
• Assist with internal communications and team engagement initiatives, coordinating logistics, drafting content, and managing distribution for team-wide updates.

Qualifications

• 1-5+ years of experience in marketing operations, project coordination, business operations, or a related field
• Hands-on experience with project management platform tools (i.e. Workfront, Monday.com, Asana)
• Demonstrated ability with boards, managed workflows, and holding others accountable to keeping systems updated
• Experience supporting budget tracking, invoice processing, or procurement workflows
• Comfortable owning a tracker and reconciling numbers regularly
• Strong organizational and time-management skills with the ability to manage multiple workstreams simultaneously
• Strong written and verbal communication skills, with the ability to distill complex information into clear, concise formats for leadership audiences
• Proficiency in Microsoft Office, particularly PowerPoint and Excel
• Experience with procurement and requisition platforms
• Experience building SOPs, process documentation, or training guides
• Familiar with OKR frameworks, KPI tracking, or corporate planning cycles
• Comfort creating polished, executive-ready presentation materials for senior leadership audiences

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.

About the Role

iCapital is seeking an Analyst or Associate to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using the platform for distribution. The team’s goal is to optimize the user experience and ensure clients’ overall success.

Responsibilities

• Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of overall client satisfaction.
• Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. 
• Assist with special projects for Senior Management in support of iCapital’s businesses.

Qualifications

• Bachelor’s Degree 
• 2-5 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
• Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
• Passion for client services and exceeding client expectations
• Experience working for or with wealth management firms is preferred
• Experience with SAAS offerings and wealth tech platforms is preferred
• Strong experience in Microsoft Office applications, specifically Excel and PowerPoint
• Excellent organizational, communication, and presentation skills
• Able to manage phone queue during operating hours 8:30am-6:00pm MST
• Able to meet deadlines and work effectively under pressure

Benefits

The base salary range for this role is $60,000 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 Senior Vice President to join the Broker Dealer and Distribution Compliance team within the Regulatory and Compliance group. This individual supports the Chief Compliance Officer in the oversight, management, and execution of the broker‑dealer’s comprehensive compliance program. This role plays a critical leadership function in ensuring adherence to FINRA rules, SEC regulations, and other applicable laws governing broker‑dealer activities, with particular emphasis on the distribution of alternative investments, structured investments, and annuity products.

Responsibilities will include strategic direction, supervisory oversight, and day‑to‑day compliance leadership across sales practices, product governance, supervision, regulatory engagement, and compliance operations. The position requires a seasoned compliance professional capable of partnering with senior business leaders while exercising sound regulatory judgment in complex and evolving areas of risk.

Responsibilities

• Assist the CCO in designing, implementing, and maintaining an effective broker dealer compliance program consistent with FINRA and SEC expectations.
• Provide senior level oversight of key compliance functions, including supervision, surveillance, investigations, regulatory reporting, and compliance testing.
• Serve as a key escalation point for material compliance issues, supervisory concerns, and regulatory risk matters.
• Oversee compliance related to the distribution of alternative investments, structured products, and annuities, including private placements and complex products.
• Support product due diligence, approval, and ongoing monitoring frameworks from a broker dealer compliance perspective.
• Manage the development, maintenance, and enforcement of Written Supervisory Procedures (WSPs).
• Partner with business leadership to enhance supervisory controls and address identified gaps.
• Manage and coordinate responses to regulatory examinations, inquiries, and findings, as applicable, ensure timely remediation, and track corrective action plans.
• Monitor regulatory developments impacting broker dealer operations, complex product distribution, and sales practices.
• Collaborate across various business lines on new marketing initiatives, providing compliance guidance.
• Mentor and develop compliance staff, fostering depth, continuity, and subject matter expertise within the compliance function.
• Promote a strong culture of compliance and ethical conduct across the organization.

Qualifications

• 12-15+ years of relevant experience
• Significant experience in a FINRA‑registered broker‑dealer environment, including leadership or supervisory responsibility
• Demonstrated expertise in alternative investments, structured investments, or annuities from a compliance or regulatory perspective
• Strong working knowledge of FINRA rules, SEC regulations, suitability standards, and complex product oversight
• Experience managing regulatory exams, enforcement matters, and senior‑level regulatory interactions
• Proven leadership skills with the ability to influence senior stakeholders and business partners
• Excellent written and verbal communication skills
• Thrives in a fast-paced environment with a continuous learning mindset
• Self-motivated with robust project management and process development skills
• Sound judgment, strong ethics, and the ability to manage sensitive and confidential matters
• JD is a plus
• Series 24 license upon hire or obtain within 90 days of hire

Benefits

The base salary range for this role is $190,000 to $225,000.  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 Fund Attorney to join the Funds Legal team with a primary focus on U.S. and Cayman private funds. The scope of this role will include representing private funds, both open end and closed end, on a wide spectrum of matters including compliance and U.S. and international regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, and corporate transactional matters. The ideal candidate has strong regulatory experience (including Regulation D and the Investment Company Act of 1940) as well as experience in both drafting and negotiating private fund documents, side letters, placement agreements and related fund materials.    

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $160,000 to $220,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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 to hire a Registered Fund Attorney Vice President to join the Legal team. The focus of this role will include representing perpetual capital vehicles in the 1933 and 1940 Act space on a wide spectrum of matters including compliance and regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, corporate transactional matters, and more.  In addition, this role will represent other investment products, including unit investment trusts (UITs) and exchange traded funds (ETFs). This candidate will be a key legal resource for the registered funds business. The ideal candidate should have exposure to all aspects of the retail investment management business and should have experience in drafting and negotiating fund documents and related fund materials, including placement agreements and vendor agreements.

Responsibilities

• Negotiate various agreements with counterparties including distributors, service providers, fund managers and BDCs, non-traded REITs, private REITs, and other closed-end funds registered under the 1940 Act.
• Draft and review of registered fund offering materials, and private fund, UIT and ETF legal documentation.
• Assist regulatory and compliance with the substantive provisions of the 1933 and 1940 Act, including those governing affiliated transactions, fund-of-fund arrangements, and advisory and distribution contracts.
• Advise on the legal implications of offering new and existing products and services.
• Coordinate use of outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work.
• Review materials for SEC and FINRA compliance.
• Draft and review various contracts, non-disclosure agreements and other legal documentation.
• Perform ad hoc research projects.
• Partner with other Legal and Compliance Team members on various product and regulatory matters.

Qualifications

• 4-5+ years of fund formation experience within the registered fund or mutual fund space
• Strong knowledge of the 1933 Act and 1940 Act and Forms N-1A and N-2
• Member in good standing of Utah Bar or another state or jurisdiction
• Law firm or in-house experience at an asset management firm is a plus
• 1934 Act as well as Commodity Exchange Act and NFA Rules experience is a plus
• Experience working with UITS and ETFs is preferred
• Strong interpersonal and communication skills
• Willingness to learn new topics and work in an evolving business environment
• Organized and detail-oriented with big picture capabilities

Benefits

The base salary range for this role is $200,000 to $240,000. 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 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 highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on investor services. This team plays a critical role in supporting the firm’s growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle. The role centers on providing comprehensive operational support around ongoing account maintenance for feeder funds and light support for direct funds. This individual will collaborate with a broad range of stakeholders within a fast-paced, collaborative, and entrepreneurial environment. The team supports investors, financial advisors, home office personnel, administrators, and numerous internal parties.

Responsibilities

• Support high-profile fund managers and distributors by assisting their clients with account maintenance updates, white label movements, updated AML collection and updates.
• Deliver ongoing client support and liaise across internal groups and external administrators.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

Qualifications

• Bachelor’s degree in a related field
• 0-2 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skills
• Able to meet deadlines and work effectively under pressure
• Proven ability to multi-task and work both independently and as a team player
• Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
• Interest or knowledge in technology

Benefits

The base salary range for this role is $60,000 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.

About the Role

iCapital is looking to hire a motivated People Analytics Vice President to join the growing global People team. This individual will sit on the People Operations team and report to the head of HR Operations and Analytics. This role in partnership with the People leadership team will leverage expertise to build, execute, and scale robust People analytics capabilities. The ideal candidate will implement assets such as interactive dashboards and executive presentations, conduct thoughtful data analyses, and provide key workforce insights that drive more impactful people decisions. This role requires an incumbent who is equally adept at technical and functional work, and who possesses a keen design sense to produce board-quality materials.

Responsibilities

• Build a People Analytics infrastructure, with the goal of seamlessly connecting people data across disparate HR systems to enable deeper insights.
• Utilize Tableau to oversee the evaluation, automation, and integration of existing Excel-based HR reporting efforts, such as headcount, hiring plan, and HR Dashboards to streamline data-informed decision making.
• Partner with HR Business Partners to identify key business challenges and apply data science to clarify them, connect data to business outcomes, and communicate insights and opportunities effectively back to stakeholders.
• Co-own, with HR Operations colleagues, responsibility for data optimization and root cause analysis of evolving data challenges.
• Lead the strategic design of people data for the firm and support business system owners with evolving workforce data needs.
• Conduct meetings outside of US working hours, as needed.

Qualifications

• A bachelor’s degree in business analytics, data science, information technology, statistics, human resources or related field
• 5-8 years of experience building an analytics ecosystem and executing a people analytics strategy
• Familiar with human resource management concepts, metrics, and data
• Experience working with tools such as Tableau and Snowflake and other enabling middleware
• Excellent analytical skills and methods to diagnose, cleanse, and transform data
• Awareness of data visualization concepts and user-centric design
• Demonstrated experience managing confidential information with appropriate integrity and discretion
• Presentation skills to distill complex data into essential information for executives using engaging examples
• Experience working in a global team
• Familiar with Dayforce HRIS, Lattice Talent Management, and Greenhouse ATS a plus

Benefits

The base salary range for this role is $165,000 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.

Enterprise Risk Policy - Assistant Vice President

Department: Corporate Technology

Location(s): Salt Lake City, UT

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 an Assistant Vice President to support the Enterprise Risk Management scope. This individual will report to the Enterprise Risk Management team lead, and will execute the company’s policy, governance, risk, and compliance frameworks with a focus on operational risks stemming from the company’s technology-driven solutions and its alternative investment, structured notes, and annuities offerings. This position will collaborate with senior leadership and cross-functional teams to support risk governance and cultivate a culture of risk awareness and accountability.

The ideal candidate will excel in navigating a complex stakeholder landscape while managing concurrent tactical and strategic initiatives. This individual will support the design and development of risk management strategies while simultaneously enabling multi-disciplinary project teams.

Responsibilities

• Research, draft, maintain, and publish enterprise‑wide risk policies, standards, procedures, and job aids while aligning documentation to actual business processes and operating practices.
• Partner with SMEs to update policy content, manage policy exceptions, and document compensating controls and formal risk acceptance decisions.
• Develop and maintain a comprehensive suite of risk policies, procedures, and methodologies to identify, assess, monitor, and control risks.
• Reinforce risk governance committees and working groups to ensure effective risk management practices.
• Support risk appetite and risk limits for operational risk, ensuring they are communicated and adhered to across the organization.
• Identify, evaluate, and prioritize operational risks across the organization in collaboration with the first line of defense.
• Maintain a risk register with key risks ranked by relevance (i.e. Top 10, Top 50) and ensure they are effectively managed and operationalized across business efforts.
• Lead educational efforts to promote risk awareness across the firm and ensure the first line of defense is equipped to manage risk appropriately.
• Support the development for issue, complaint, and incident reporting to identify errors and remediate root causes.
• Support the development of key risk indicators (KRIs) and other metrics to measure and monitor operational and enterprise risks.
• Collaborate with control readiness to address risk-related issues and findings and prioritize control testing activities.
• Work with risk owners to oversee the development and implementation of risk mitigation strategies and control measures.
• Monitor and report on operational risk trends, issues, and mitigation efforts to senior management and relevant stakeholders.
• Prepare regular risk reports for senior management, board committees, and regulators, providing insights into the organization’s risk profile and the effectiveness of risk management practices.
• Ensure compliance with regulatory requirements and industry best practices related to risk management.

Qualifications

• 7-9 years of relevant experience in operational and enterprise risk management within FinTech or financial services
• Bachelor's degree is required, master’s degree is a plus
• Proven ability to navigate complex business problems, ideally gained through experience at a Big 4 consulting firm or a similarly high-caliber advisory environment
• Seasoned industry professional with a strong work ethic, resourceful disposition, and solutions-oriented mindset with interpersonal skills that enhance partner capacity
• Exceptional organizational, time management, and written and verbal communication skills
• Extensive knowledge of operational risk and enterprise risk management, internal controls, audit, and regulatory compliance frameworks
• Proven track record of working with management, executive teams, and governance boards
• Certified Enterprise Risk Professional (CERP), Certified Risk Management Professional (CRMP), Financial Risk Manager (FRM), or equivalent certifications are preferred

Benefits

The base salary range for this role is $100,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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:

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

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

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

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.