Discover the advantages of Advanced Independent Practice - Connecticut Gastroenterology (CTGI) - Torrington - powered by GI Alliance.

As a member of GI Alliance (GIA), CTGI - Torrington is supported by the nation’s leading patient-focused, excellence-driven gastroenterology network that is physician-owned and led. This partnership empowers CTGI - Torrington to deliver superior, individualized patient care by leveraging GI Alliance’s robust, world-class business and organizational support, ensuring our clinicians can focus on what they do best – providing top-notch care in a successful and dynamic private practice setting. 

GI Alliance is an Equal Opportunity Employer. We are committed to creating an inclusive, welcoming, and equitable work environment. Our company values and celebrates the diversity of our physicians, staff and patients. We firmly believe our service is greatly enriched by our diversity of thought, experience, perspective, culture, and background.

Please Note: All job offers are contingent on the successful completion of pre-employment criminal history check.

NOTE: ALL APPLICATIONS MUST BE COMPLETED IN FULL FOR CONSIDERATION.

No phone calls or agencies, please.

EEO/AA-M/F/disabled/protected veteran

At Tend, we do dentistry differently — without compromising on excellence or ambition.

As a Dentist at Tend, you’ll deliver best-in-class clinical care in a modern, thoughtfully designed studio. You’ll be busy from day one, treating a well-booked schedule of patients across a full scope of operative and cosmetic procedures, supported by an experienced clinical and operational team.

Depending on your experience and interests, this role offers the opportunity to focus on delivering exceptional clinical care as an Associate Dentist or to take on additional leadership responsibilities as a Lead Dentist—helping guide clinical excellence, mentor teammates, and shape the performance of your studio.

Our model is built for driven dentists: those who want to grow clinically, take on complex cases, lead with confidence, and be rewarded for high performance. You’ll be part of a collaborative, energized team that’s raising the bar for dentistry — and having fun doing it. 

Compensation & Earning Potential

Our compensation model is designed to reward high-quality clinical care, comprehensive treatment, and strong production—while providing consistency and transparency.

All dentists receive a guaranteed daily rate and earn a tiered percentage of adjusted production, with:

• Associate Dentists: 30–35% of adjusted production
• Lead Dentists: 32–40% of adjusted production, reflecting their expanded clinical leadership and impact

Lead Dentists are also eligible for a monthly studio performance bonus, tied to key clinical and operational KPIs.

What You’ll Do

Clinical Excellence & Scope of Practice (All Dentists)

• Deliver a full spectrum of high-quality clinical services—including restorative care such as inlays/onlays, crowns, veneers, endodontics, extractions, implants, and cosmetic dentistry—within Tend’s modern, digitally enabled studio environment
• Treat a dynamic mix of cases that go beyond basic dentistry, with opportunities to perform comprehensive, esthetic, and function-driven care
• Lead comprehensive exams and develop thoughtful, patient-centered treatment plans that drive both oral health outcomes and case acceptance
• Diagnose and treat TMJ-related conditions, including the delivery of therapeutic Botox as part of a comprehensive care approach

Be a Profession Leader in Clear Aligner and Sleep Therapy (All Dentists)

• Evaluate and treat patients for sleep-disordered breathing, incorporating sleep medicine solutions into treatment planning where appropriate
• Drive adoption and growth of clear aligner treatment, from diagnosis through case planning, bonding, and follow-up care
• Educate patients on orthodontic treatment options and integrate aligners into comprehensive treatment plans
• Build proficiency in aligner case selection, staging, and execution, contributing to a high-performing aligner program
• Partner with clinical leadership to expand advanced treatment offerings and continuously elevate clinical scope

Productivity, Flow & Patient Experience (All Dentists)

• Manage a dynamic, productive schedule—balancing operative procedures, hygiene checks, aligner starts, and same-day treatment opportunities
• Be schedule obsessed by partnering with studio teams to build efficient and productive shifts by reviewing schedules in advance, strategizing in daily huddles, and offering same-day care when possible
• Drive production through proactive diagnosis, completion of full treatment plans, and efficient use of chair time—without compromising quality of care
• Ensure a seamless, hospitality-driven patient experience by clearly communicating treatment recommendations, timelines, and outcomes

Team Collaboration & Studio Performance (All Dentists)

• Partner closely with dental assistants, hygienists, and studio leadership to deliver coordinated, high-quality care
• Collaborate across disciplines to ensure alignment in treatment planning, execution, and patient experience
• Engage in ongoing clinical development, including calibration, CE, and peer learning to expand scope and skillset

Clinical Leadership & Studio Ownership (Lead Dentist Focus)

• Mentor and coach dentists, hygienists, and dental assistants in diagnosis, treatment planning, and clinical execution to elevate overall team performance
• Lead clinical onboarding, training, and ongoing development of providers, reinforcing Tend standards and best practices
• Partner with the Studio Manager to optimize scheduling, patient access, and studio performance—driving both care outcomes and production
• Lead daily huddles and clinical calibrations focused on workflow, patient care, and continuous improvement
• Review clinical outcomes (including re-dos and escalations) and implement solutions to improve quality and consistency of care
• Take ownership of complex cases and patient escalations, ensuring thoughtful resolution and an exceptional patient experience
• Help build a high-performing, growth-oriented studio culture in partnership with clinical and operational leadership 

Who You Are

You embody our Tend values and demonstrate key competencies that ensure both patient success and team excellence. At Tend, these values aren’t just words on a wall — they are essential to how we hire, lead, and collaborate. Every dentist and team member is expected to show up with a mindset grounded in our mission, vision, and values. This is what drives our culture, our clinical standards, and the patient experience we’re proud to deliver every day.

Tend Values:

• Tend to Others – Deliver outstanding oral health outcomes and patient experiences. You put the team and patient first, even in fast-paced settings.
• Be Brave Enough to Lead – Act with integrity and take initiative to solve problems, coach others, and raise the bar.
• Savor the Ride – Celebrate wins, stay resilient in challenging moments, and bring positivity to the workplace.
• Embrace Our Differences – Welcome and value diverse backgrounds, ideas, and feedback. Communicate with respect and trust.
• Rooted in Growth – Seek ongoing learning and improvement—for yourself and your team.

Role-Based Competencies:

• Earn and Give Trust – Earn the confidence of patients and teammates through honesty, transparency, and follow-through.
• Lead with Clinical Judgement – Make sound clinical decisions grounded in data, evidence, and patient needs.
• Empower Your Team – Set clear goals, delegate effectively, and help your team succeed.

What You Have

• DDS or DMD degree from an accredited dental school
• Current, active dental license in the state you’re applying for
• Current CPR/BLS certification
• Active DEA registration
• Associate Dentists - Minimum 2 years of experience (post residency) in private practice, DSO, or similar setting
• Lead Dentists - Extensive clinical experience (typically 6+ years post-residency) and proven ability to lead, mentor, and elevate the performance of dentists within a multi-chair practice environment
• Comfort with modern technology and a willingness to adopt digital workflows
• Invisalign certification
• Ability to work a Full Time schedule consisting of 4 days per week + 2 Saturdays per month or Part Time schedule consisting of 2-3 days per week including some Saturdays. 

Physical Requirements
This position requires the ability to perform the essential job duties listed, with or without reasonable accommodation:

• Ability to sit and stand for extended periods while performing clinical procedures.
• Manual dexterity and fine motor skills to handle dental instruments and perform precise procedures.
• Adequate vision (with or without correction) to read charts, interpret radiographs, and operate clinical equipment.
• Ability to bend, reach, and maintain ergonomic positioning for patient care.
• Occasional lifting or movement of equipment and supplies up to 25 pounds.
• Ability to communicate effectively with patients, team members, and other healthcare professionals in person and via technology.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

What We Offer

We believe taking care of people starts with taking care of our own. Here’s how we’ve got you covered at Tend:

• 🦷 Dentist Equity & Partnership – Opportunity to invest alongside Tend and share in our growth
• 🎓 CE & Professional Development – Virtual and in-person CE opportunities and internal clinical forums
• 🛡️ Malpractice Insurance – Full coverage provided at no cost to you
• 🩺 Health Comes First – Medical, dental, and vision insurance — plus our own Dental Wellness Program
• 💰 Plan for the Future – 401(k) plan to help you grow your nest egg
• 💡 Support, When You Need It – Life & AD&D insurance, legal support, EAP, and health advocacy
• 🛍️ Smart Spending Options – FSAs, HSAs, and pre-tax transit and parking benefits

Discover the advantages of Advanced Independent Practice - Connecticut Gastroenterology (CTGI) - Windham - powered by GI Alliance.

As a member of GI Alliance (GIA), CTGI - Windham is supported by the nation’s leading patient-focused, excellence-driven gastroenterology network that is physician-owned and led. This partnership empowers CTGI - Windham to deliver superior, individualized patient care by leveraging GI Alliance’s robust, world-class business and organizational support, ensuring our clinicians can focus on what they do best – providing top-notch care in a successful and dynamic private practice setting. 

GI Alliance is an Equal Opportunity Employer. We are committed to creating an inclusive, welcoming, and equitable work environment. Our company values and celebrates the diversity of our physicians, staff and patients. We firmly believe our service is greatly enriched by our diversity of thought, experience, perspective, culture, and background.

Please Note: All job offers are contingent on the successful completion of pre-employment criminal history check.

NOTE: ALL APPLICATIONS MUST BE COMPLETED IN FULL FOR CONSIDERATION.

No phone calls or agencies, please.

EEO/AA-M/F/disabled/protected veteran

Discover the advantages of Advanced Independent Practice - CTGI - powered by GI Alliance.

As a member of GI Alliance (GIA), CTGI  is supported by the nation’s leading patient-focused, excellence-driven gastroenterology network that is physician led. This partnership empowers CTGI to deliver superior, individualized patient care by leveraging GI Alliance’s robust, world-class business and organizational support, ensuring our clinicians can focus on what they do best – providing top-notch care in a successful and dynamic private practice setting. 

GI Alliance is an Equal Opportunity Employer. We are committed to creating an inclusive, welcoming, and equitable work environment. Our company values and celebrates the diversity of our physicians, staff and patients. We firmly believe our service is greatly enriched by our diversity of thought, experience, perspective, culture, and background.

Please Note: All job offers are contingent on the successful completion of pre-employment criminal history check.

NOTE: ALL APPLICATIONS MUST BE COMPLETED IN FULL FOR CONSIDERATION.

No phone calls or agencies, please.

EEO/AA-M/F/disabled/protected veteran

Discover the advantages of Advanced Independent Practice - Connecticut Gastroenterology (CTGI) - powered by GI Alliance.

As a member of GI Alliance (GIA), Connecticut Gastroenterology (CTGI) is supported by the nation’s leading patient-focused, excellence-driven gastroenterology network that is physician-led. This partnership empowers Connecticut Gastroenterology (CTGI) to deliver superior, individualized patient care by leveraging GI Alliance’s robust, world-class business and organizational support, ensuring our physicians can focus on what they do best – providing top-notch care in a successful and dynamic private practice setting. 

Practice Opportunities:

• Employed Position with Partnership Track
• Local Autonomy with National Resources
• Generous Financial Package
• Relocation Allowance, Signing Bonus & Annual CME
• Great Work/Life Balance

Lifestyle: 

• Close proximity to major cities like New York City, Boston, and Providence.
• Several historic towns across the state. 
• Top-tier dining and culinary scene.
• Top-Notch Public Schools

Practice Model

• Guaranteed base salary with productivity bonus for first 2 years
• 3rd year partnership track with ASC ownership buy-in potential, additional ancillary income, and restricted stock grant
• Shared Call with group
• Good blend of clinic and hospital

Discover the advantages of Advanced Independent Practice - Connecticut Gastroenterology (CTGI) - powered by GI Alliance.

As a member of GI Alliance (GIA), Connecticut Gastroenterology (CTGI) is supported by the nation’s leading patient-focused, excellence-driven gastroenterology network that is physician-led. This partnership empowers Connecticut Gastroenterology (CTGI) to deliver superior, individualized patient care by leveraging GI Alliance’s robust, world-class business and organizational support, ensuring our physicians can focus on what they do best – providing top-notch care in a successful and dynamic private practice setting. 

Practice Opportunities:

• Employed Position with Partnership Track
• Local Autonomy with National Resources
• Generous Financial Package
• Relocation Allowance, Signing Bonus & Annual CME
• Great Work/Life Balance

Lifestyle: 

• Close proximity to major cities like New York City, Boston, and Providence.
• Several historic towns across the state. 
• Top-tier dining and culinary scene.
• Top-Notch Public Schools

Practice Model

• Guaranteed base salary with productivity bonus for first 2 years
• 3rd year partnership track with ASC ownership buy-in potential, additional ancillary income, and restricted stock grant
• Shared Call with group
• Good blend of clinic and hospital

Discover the advantages of Advanced Independent Practice - Connecticut Gastroenterology (CTGI) - powered by GI Alliance.

As a member of GI Alliance (GIA), Connecticut Gastroenterology (CTGI) is supported by the nation’s leading patient-focused, excellence-driven gastroenterology network that is physician-led. This partnership empowers Connecticut Gastroenterology (CTGI) to deliver superior, individualized patient care by leveraging GI Alliance’s robust, world-class business and organizational support, ensuring our physicians can focus on what they do best – providing top-notch care in a successful and dynamic private practice setting. 

Practice Opportunities:

• Employed Position with Partnership Track
• Local Autonomy with National Resources
• Generous Financial Package
• Relocation Allowance, Signing Bonus & Annual CME
• Great Work/Life Balance

Lifestyle: 

• Close proximity to major cities like New York City, Boston, and Providence.
• Several historic towns across the state. 
• Top-tier dining and culinary scene.
• Top-Notch Public Schools

Practice Model

• Guaranteed base salary with productivity bonus for first 2 years
• 3rd year partnership track with ASC ownership buy-in potential, additional ancillary income, and restricted stock grant
• Shared Call with group
• Good blend of clinic and hospital

Discover the advantages of Advanced Independent Practice - Connecticut Gastroenterology (CTGI) - powered by GI Alliance.

As a member of GI Alliance (GIA), Connecticut Gastroenterology (CTGI) is supported by the nation’s leading patient-focused, excellence-driven gastroenterology network that is physician-led. This partnership empowers Connecticut Gastroenterology (CTGI) to deliver superior, individualized patient care by leveraging GI Alliance’s robust, world-class business and organizational support, ensuring our physicians can focus on what they do best – providing top-notch care in a successful and dynamic private practice setting. 

Practice Opportunities:

• Employed Position with Partnership Track
• Local Autonomy with National Resources
• Generous Financial Package
• Relocation Allowance, Signing Bonus & Annual CME
• Great Work/Life Balance

Lifestyle: 

• Close proximity to major cities like New York City, Boston, and Providence.
• Several historic towns across the state. 
• Top-tier dining and culinary scene.
• Top-Notch Public Schools

Practice Model

• Guaranteed base salary with productivity bonus for first 2 years
• 3rd year partnership track with ASC ownership buy-in potential, additional ancillary income, and restricted stock grant
• Shared Call with group
• Good blend of clinic and hospital

Discover the advantages of Advanced Independent Practice - Connecticut Gastroenterology (CTGI) - powered by GI Alliance.

As a member of GI Alliance (GIA), Connecticut Gastroenterology (CTGI) is supported by the nation’s leading patient-focused, excellence-driven gastroenterology network that is physician-led. This partnership empowers Connecticut Gastroenterology (CTGI) to deliver superior, individualized patient care by leveraging GI Alliance’s robust, world-class business and organizational support, ensuring our physicians can focus on what they do best – providing top-notch care in a successful and dynamic private practice setting. 

Practice Opportunities:

• Employed Position with Partnership Track
• Local Autonomy with National Resources
• Generous Financial Package
• Relocation Allowance, Signing Bonus & Annual CME
• Great Work/Life Balance

Lifestyle: 

• Close proximity to major cities like New York City, Boston, and Providence.
• Several historic towns across the state. 
• Top-tier dining and culinary scene.
• Top-Notch Public Schools

Practice Model

• Guaranteed base salary with productivity bonus for first 2 years
• 3rd year partnership track with ASC ownership buy-in potential, additional ancillary income, and restricted stock grant
• Shared Call with group
• Good blend of clinic and hospital

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. 

More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.

We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.

About the role

Our Partnership Program is a key initiative for the company. The Partner Account Manager’s primary duty is to engage, build and develop Human Interest’s key accounts and growth opportunities. We're looking for a forward-thinking, meticulously organized, and self-motivated sales professional who can thrive in a fast-paced environment.  You'll accelerate our partner relationships to help us exponentially reach more small and medium businesses across the United States, which is essential to our growth. This role requires someone who is proactive, creative, and can exercise their own discretion and judgment to create their own solutions when needed.

What you get to do every day

• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space
• Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities 
• Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance 
• Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.)
• Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities

What you bring to the role

• 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA's and financial advisors in the SMB space (including territory sales and business development)
• Successful - Proven track record of success in a quota driven sales environment
• Passionate - You are a highly motivated individual contributor and relationship builder that can operate independently
• Dynamic - You can thrive in a fast-paced, and ever-changing environment
• Resilient—You bounce back from setbacks quickly, are resourceful, and find creative ways to get things done.
• Solutions-oriented - Willingness to get your hands dirty while managing and solving operational partnership issues
• Extraordinary communication and interpersonal skills — people trust you and sense that you are advocating for something you believe.
• Tech-savvy - familiarity using Salesforce to manage sales cycles is preferred
• Growth mindset - You can embrace feedback and hold yourself accountable.
• Coachable- Ability to absorb information, training, and guidance and successfully implement and execute
• Travel - Ability to be In the field 3 days/week

Why you will love working at Human Interest

Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.

Join Human Interest and make a lasting impact by shaping the future of retirement.

Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. 

• Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.
• Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.
• Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!
• An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.
• Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.

Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $135,000 - $140,000 which includes a base salary of $70,000, and a variable target compensation of $70,000. The specific pay rate offered is based on the candidate’s relevant skills and experience. Base pay is just one component of our Total Rewards package, which also includes a comprehensive suite of physical, financial, and mental wellness benefits. Additionally, employees receive stock option grants, enhancing long-term financial growth and investment in our company's success.

Benefits - 

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth:  Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents  
• Carrot: Fertility healthcare and family forming benefits
• Candidly:  Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

We’re a great place to work (but don’t take our word for it) 

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024) 
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.

Protect yourself against fraud and identity theft. Apply to our open positions directly via our careers page on Greenhouse. Human Interest will never ask applicants for their financial or banking information as part of our application process. All legitimate communication will come from a @humaninterest.com email address. If you have questions, please reach out to us directly at careers@humaninterest.com

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies. 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.

See more: https://humaninterest.com/disclosures

About the Role

As a National Channel Sales Manager, CDW (East), you'll be pivotal in scaling Verkada's reach and impact by developing and managing our strategic direct market resellers, CDW nationally. You'll be responsible for driving net new business through the channel—building pipeline and executing strategic plans that result in measurable growth.

This individual contributor role requires strategic thinking and hands-on execution as you collaborate across sales, marketing, and partner teams to grow Verkada’s presence nationally across the East Coast CDW locations and their headquarters in Illinois. 

What You’ll Do

In this role, you’ll be at the heart of Verkada’s mission, working hand-in-hand with our sales teams to drive growth and success with channel partners. You’ll be responsible for building pipeline and generating net new business through reseller partners while executing a best-in-class channel strategy. Here’s what you’ll own:

• Drive Net New Pipeline: Proactively identify and generate pipeline within CDW. Collaborate closely with field sales teams to co-sell and close high-value opportunities.
• Execute National Channel Strategy: Develop and manage a focused partner business plan for your territory that aligns with Verkada’s overall GTM objectives and quarterly sales targets.
• Empower Our Partners: Train and enable partner executives, sales teams, and technical stakeholders on Verkada’s full product portfolio, programs, and campaigns to ensure deep engagement and capability across all levels.
• Collaborate Cross-Functionally: Work closely with Verkada’s internal sales, marketing, and pre-sales teams to drive joint activities, including partner events, demand generation campaigns, and customer-facing initiatives.
• Lead with Insights: Conduct regular QBRs and ad-hoc business reviews with partners to align on priorities, track performance, celebrate wins, and identify opportunities for improvement.
• Strengthen the Channel Ecosystem: Influence partner sales teams to prioritize Verkada in key deals and business planning efforts. Leverage insights from the field to recommend improvements to Verkada’s channel tools, incentives, and partner program offerings.
• Drive Awareness and Demand: Lead and participate in regional in-person and virtual events to grow Verkada’s brand awareness, build community, and strengthen relationships with key partner contacts and stakeholders.
• Operate Strategically and Tactically: Own the full lifecycle of partner engagement in your region—from onboarding and enablement to pipeline development and revenue realization.
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration. 

What You Bring

• Experience & Success: 5+ years of channel sales or partner management experience with a strong track record of building new business within CDW. Recognition, such as President’s Club, is a plus.
• Strategic & Creative Thinking: A process-driven approach, complemented by innovative thinking to create scalable, partner-focused initiatives.
• Relationship-Builder: Ability to influence and engage across all levels—from partner sales reps to executive leadership.
• Technical Fluency: Comfortable navigating product discussions and sales operations. Proficiency in Salesforce, Excel, and business intelligence tools.
• Clear Communicator: Strong verbal and written communication skills with sharp attention to detail and a professional presence.
• Local to Chicago, IL is preferred, or Greater New York Area (NY, NJ, and CT). Must be open to at least 50%+ travel across the U.S to East CDW office locations. 

US Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

About the Role

As a National Channel Sales Manager, CDW (East), you'll be pivotal in scaling Verkada's reach and impact by developing and managing our strategic direct market resellers, CDW nationally. You'll be responsible for driving net new business through the channel—building pipeline and executing strategic plans that result in measurable growth.

This individual contributor role requires strategic thinking and hands-on execution as you collaborate across sales, marketing, and partner teams to grow Verkada’s presence nationally across the East Coast CDW locations and their headquarters in Illinois. 

What You’ll Do

In this role, you’ll be at the heart of Verkada’s mission, working hand-in-hand with our sales teams to drive growth and success with channel partners. You’ll be responsible for building pipeline and generating net new business through reseller partners while executing a best-in-class channel strategy. Here’s what you’ll own:

• Drive Net New Pipeline: Proactively identify and generate pipeline within CDW. Collaborate closely with field sales teams to co-sell and close high-value opportunities.
• Execute National Channel Strategy: Develop and manage a focused partner business plan for your territory that aligns with Verkada’s overall GTM objectives and quarterly sales targets.
• Empower Our Partners: Train and enable partner executives, sales teams, and technical stakeholders on Verkada’s full product portfolio, programs, and campaigns to ensure deep engagement and capability across all levels.
• Collaborate Cross-Functionally: Work closely with Verkada’s internal sales, marketing, and pre-sales teams to drive joint activities, including partner events, demand generation campaigns, and customer-facing initiatives.
• Lead with Insights: Conduct regular QBRs and ad-hoc business reviews with partners to align on priorities, track performance, celebrate wins, and identify opportunities for improvement.
• Strengthen the Channel Ecosystem: Influence partner sales teams to prioritize Verkada in key deals and business planning efforts. Leverage insights from the field to recommend improvements to Verkada’s channel tools, incentives, and partner program offerings.
• Drive Awareness and Demand: Lead and participate in regional in-person and virtual events to grow Verkada’s brand awareness, build community, and strengthen relationships with key partner contacts and stakeholders.
• Operate Strategically and Tactically: Own the full lifecycle of partner engagement in your region—from onboarding and enablement to pipeline development and revenue realization.
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration. 

What You Bring

• Experience & Success: 5+ years of channel sales or partner management experience with a strong track record of building new business within CDW. Recognition, such as President’s Club, is a plus.
• Strategic & Creative Thinking: A process-driven approach, complemented by innovative thinking to create scalable, partner-focused initiatives.
• Relationship-Builder: Ability to influence and engage across all levels—from partner sales reps to executive leadership.
• Technical Fluency: Comfortable navigating product discussions and sales operations. Proficiency in Salesforce, Excel, and business intelligence tools.
• Clear Communicator: Strong verbal and written communication skills with sharp attention to detail and a professional presence.
• Local to Chicago, IL is preferred, or Greater New York Area (NY, NJ, CT). Must be open to at least 50%+ travel across the U.S to East CDW office locations. 

US Employee Benefits

Verkada is committed to fostering a workplace environment that prioritizes the holistic health and wellbeing of our employees and their families by offering comprehensive wellness perks, benefits, and resources. Our benefits and perks programs include, but are not limited to:

• Healthcare programs that can be tailored to meet the personal health and financial well-being needs - Premiums are 100% covered for the employee under at least one plan and 80% for family premiums under all plans
• Nationwide medical, vision and dental coverage
• Health Saving Account (HSA) with annual employer contributions and Flexible Spending Account (FSA) with tax saving options
• Expanded mental health support
• Paid parental leave policy & fertility benefits
• Time off to relax and recharge through our paid holidays, firmwide extended holidays, flexible PTO and personal sick time
• Professional development stipend
• Wellness/fitness benefits
• Healthy lunches provided daily
• Commuter benefits

Additional Information

• You must be independently authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa for this role, at this time.

Verkada is building a world-class sales organization. Our business requires highly motivated and capable sales professionals. We prioritize drive and demonstrated success in whatever sales role you’ve been in before — we care far less about fancy pedigrees, schools, or a resume with “brand name” companies. We have a fun, positive culture of success, and of course, we pay well.

What You'll Do

• Source and close new business to consistently meet or exceed quarterly sales quotas
• Build an intimate understanding of Verkada products and their place in the industry
• Manage the full sales cycle: Prospect for new customers, host online demos, create proposals, and close deals
• Maintain accurate pipeline management with expert-level forecasting 
• Aggressively exceed goals consisting of outbound phone calls, emails, online demos, and trials every quarter
• Act as a trusted advisor and subject matter expert to customers and channel partners
• Work closely with Customer Success to ensure smooth launches and fuel future product growth
• Provide market/client feedback to Verkada’s product/engineering team
• This role requires regular travel, estimated to be more than 50% of the time, including both domestic and international destinations as needed. The successful candidate must be comfortable with frequent travel to support business operations, customer and partner engagements and team collaboration. 

What You Bring

• 5-10+ years of quota exceeding Sales experience working for a technology vendor selling Enterprise solutions into State Agencies
• Prior Experience in Government procurement processes and regulations, security standards and policies
• Experience responding to Government RFI's and RFP's
• A track record of developing a greenfield territory, adding net new logos in an Enterprise software role
• Hunter mentality with solid Sales DNA
• Strong verbal and written communications skills
• BS/BA degree strongly preferred

US Employee Benefits

About the Role

iCapital is seeking a strategic and execution-oriented Product Manager to join our Client Architecture Solutions team. This role requires a deep understanding of the U.S. wealth management industry and how technology enables the scalable distribution of alternative investment products.

You will work in a collaborative, results-driven environment alongside smart, hardworking teammates who are motivated to solve complex, industry-wide challenges. You will partner directly with end users and clients to drive scale and efficiencies across key business processes.

In this role, you will own, lead, and deliver strategic product initiatives, providing oversight across the product development lifecycle. You will define and influence your domain—from identifying unmet needs and defining requirements to writing user stories, developing communication plans, and testing product features.

We embrace agile methodologies and deploy quickly to learn and iterate. The ideal candidate thrives in a fast-paced, entrepreneurial environment and brings a flexible, multidisciplinary approach to problem-solving.

Key Responsibilities

• Own and define the product vision and roadmap for key WealthTech platform capabilities.
• Lead strategic client engagements to deploy integrated technology solutions and ensure successful adoption across advisor desktops.
• Partner with executive stakeholders (internal and external) to align on product direction, priorities, and strategic initiatives.
• Drive platform usage and adoption by delivering solutions that meet user needs and enhance platform stickiness.
• Lead the end-to-end product lifecycle from ideation to launch, including requirements definition, user stories, acceptance criteria, QA, and iteration.
• Ensure flawless execution of product releases by proactively managing risks, dependencies, and cross-functional coordination.
• Investigate production issues and drive both tactical and strategic resolutions to minimize user impact.
• Partner closely with UX, Engineering, Sales, Marketing, Legal, Compliance, and Operations to ensure alignment and transparency across initiatives.
• Mentor and guide junior product managers, fostering a culture of excellence, accountability, and continuous learning.

Qualifications

• 8 - 12+ years of product management experience, with significant exposure to WealthTech, fintech, alternative investments, or wealth management platforms.
• Deep understanding of the U.S. wealth management ecosystem and advisor technology landscape.
• Strong experience working with large datasets; SQL proficiency and a data-driven decision-making approach are required.
• Demonstrated success managing complex, cross-functional initiatives in fast-paced growth environments.
• Experience engaging directly with external clients and executive stakeholders to define requirements and deliver strategic implementations.
• Expertise in writing detailed product requirements, user stories, and acceptance criteria for engineering teams.
• Experience operating within agile development methodologies, with a bias toward rapid deployment, learning, and iteration.
• Exceptional analytical, problem-solving, and prioritization skills.
• Excellent communication skills and executive presence, with the ability to influence senior leadership and build consensus.
• Entrepreneurial mindset with a strong sense of ownership and accountability.

Benefits

The base salary range for this role is $190,000 to $230,000 depending on 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 seeking a Relationship Manager to join the Solutions team. This role is responsible for managing and strengthening relationships with asset managers and financial institutions while supporting both alternative investment education, portfolio construction and identity-based compliance solutions on the iCapital platform.

The Relationship Manager serves as a trusted client partner throughout the relationship lifecycle, guiding onboarding, driving platform adoption, and maintaining ongoing engagement across education and compliance capabilities. This role requires a proactive, client centric mindset, with a focus on platform enablement, regulatory awareness, and long-term relationship growth in a dynamic, highly regulated environment. 

Responsibilities

• Day-to-day management of existing asset manager client relationships. 
• Guide clients through the onboarding lifecycle, ensuring a seamless transition from initial engagement through full solution adoption, while maintaining ongoing touchpoints to review new features, provide visibility into additional iCapital solutions and drive continued client engagement. 
• Provide ongoing training to existing clients, including refresher sessions that reinforce effective platform usage, and deliver platform demonstrations. 
• Support account renewals and upsell initiatives by managing administrative workflows that drive client retention and expansion. Negotiate renewals as needed for the solution. 
• Develop a general understanding of the regulatory considerations relevant to client workflows and how iCapital solutions support those requirements.
• Maintain Salesforce data and reporting to support team performance tracking and visibility. 
• Work on special projects as requested. 

Qualifications

• 2-5 years in client-facing roles such as a client success manager, account manager, customer success manager, business development or sales, preferably in a SaaS, Financial Services or fintech environment
• Exceptional verbal and written communication skills and able to clearly explain technical concepts to clients
• Excellent organizational skills with the ability to manage multiple accounts through various solutions, prioritize tasks, and work on several projects simultaneously in a fast-paced environment
• Experience with Salesforce  

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 seeking a poised and personable Receptionist to serve as the welcoming face of the Greenwich, CT office. In this highly visible role, this individual will be the first point of contact for clients, guests, and team members. This role will help shape the first and lasting impression of iCapital, ensuring every visitor feels valued and well cared for from the moment they arrive. This position is a key member of the Workplace-Facilities team and will report directly to the Greenwich Office Manager. This individual will play a vital role in supporting the day-to-day operations of our office while contributing to a seamless and elevated workplace experience.

Responsibilities

• Greet and welcome visitors with warmth, professionalism, and discretion.
• Manage front desk operations including answering calls, handling inquiries, organizing mail, and coordinating deliveries.
• Maintain a pristine and inviting reception area and common spaces.
• Coordinate meeting room bookings and assist with events and meeting setups.
• Support workplace operations including office supply management, vendor coordination, and facilities requests.
• Assist with onboarding logistics for new hires.
• Provide administrative support to various departments as needed.
• Maintain and follow confidentiality and security protocols at all times.

Qualifications

• 2+ years of experience in a receptionist, front desk, or hospitality role, ideally in a high-end or corporate environment
• Impeccable communication and interpersonal skills
• A polished, professional demeanor with a customer-first mindset
• Strong organizational skills and attention to detail
• Able to multitask and remain calm under pressure
• Proficient in Microsoft Office Suite and familiar with workplace tools (e.g., Monday.com, Zoom, ticketing/visitor management systems)
• A proactive, can-do attitude and a passion for creating exceptional workplace experiences
• Able to work in person, Monday-Friday, 8:00 AM – 5:00 PM (times may fluctuate due to facility needs)

Benefits

The base salary range for this role is $65,000 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 5 days a week.

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 for an Assistant Vice President or Vice President candidate to join its Regulatory and Compliance team, focusing on Distribution Compliance in Latin America. The candidate will provide compliance advisory and supervisory support for the firm’s distribution of alternative investment products across Latin American markets. This position partners closely with the Distribution, Legal, Product, and Global Compliance teams to ensure distribution, marketing, and investor communications comply with applicable FINRA rules, U.S. securities laws, and jurisdiction-specific and cross border requirements.

Responsibilities

• Serve as the primary compliance contact to distribution teams covering Latin America.
• Provide guidance on cross border solicitation rules, private placement regimes, and interaction with non-U.S. investors and placement agents in Latin America.
• Coordinate with local counsel to assess regulatory risk, confirm permissible activity, and document jurisdiction specific compliance positions.
• Support compliance with Regulation D and Regulation S offerings marketed to non-U.S. investors, including establishing controls around selling restrictions and disclosure considerations.
• Assist in developing and enhancing written supervisory procedures and governance frameworks related to the distribution of alternative investments.
• Maintain and update policies and procedures based on new regulatory developments and new business initiatives.
• Monitor and assess regulatory developments impacting distribution of alternative investments in Latin America, including regulatory guidance and enforcement trends.

Qualifications

• 7-10+ years of experience, preferably with both broker dealer and registered investment advisor experience
• Strong working knowledge of FINRA broker‑dealer rules, SEC regulations, and cross‑border offering frameworks (including Reg D and Reg S)
• Demonstrated experience supporting private placement or alternative investment distribution to non‑S. investors in Latin America
• Able to work effectively across regions and communicate complex jurisdiction‑specific regulatory issues to business stakeholders
• Strong judgment, attention to detail, and a practical, risk‑based approach to compliance
• 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
• Bilingual proficiency (English and Spanish) is preferred
• JD is a plus, but not required

Benefits

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

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

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

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

About the Role

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

Responsibilities

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

Qualifications

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

Benefits

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

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

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

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

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

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $160,000 to $230,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

iCapital is looking to hire 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 a Sales Support Analyst to join the Alternative Distribution team. iCapital is looking to expand the internal Sales Support team to cover the six US regions within Alternatives Distribution. This role is responsible for providing top notch customer service to financial advisors in partnership with the Client Success and Regional Alternatives Distribution Sales teams. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. This role will act as the main liaison for advisors between the Sales, Investor Relations, Fund Finance, and Operations teams in support of our pre-sale, sale, and post-sales activities. 

Responsibilities

• Drive new user registrations by proactively engaging financial advisors and educating them on the iCapital value proposition.
• Lead campaigns designed to promote iCapital Marketplace new product launches, conferences, and other thought leadership publications.
• Develop, maintain, and support strong relationships between key advisors and firms in the region to maximize their usage of iCapital platform.
• Improve skills and knowledge of alternative products and related investment processes continuously.
• Maintain accurate Salesforce CRM records and populate user profile characteristics to be leveraged across the firm.
• Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.
• Manage referrals to the iCapital Structured Investments, Architect, and Client Solutions teams.

Qualifications

• Bachelor’s degree in a related field
• Experience in investment or financial service fields
• Strong proficiency in Salesforce, PowerPoint, Excel, and Word. Tableau or other business intelligence tools is a plus
• Demonstrated aptitude for project management and able to prioritize and execute several requests, while working with numerous different functionalities
• Strong clients focus and customer service skillset with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills
• Attainment of Series 7 and Series 63 licenses within 120 days of hiring date
• Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date

Benefits

The base salary range for this role is $75,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

iCapital is looking to hire a Service Desk Analyst to join the Corporate Technology team. This role serves as the first point of contact for end users seeking technical assistance over the phone or via email. This individual will determine the best solution based on the issues and details provided by customers, creating value for clients that will help preserve the company’s reputation and business.

Responsibilities

• Serve as the first point of contact, providing Tier 1 end-user assistance for all technical support queries.
• Travel and support the Stamford, CT office for support gaps.
• Perform remote troubleshooting through diagnostic techniques.
• Walk the customer through the problem-solving process.
• Direct unresolved issues to the next level of support personnel.
• Assist with all onboarding and new hire support.
• Record events, problems and their resolution in logs.
• Follow-up and update customer status and information.
• Relay feedback or suggestions by customers to the appropriate internal team.
• Participate in after-hours on call schedule.

Qualifications

• 1-3 years of recent end-user technical support experience  
• 1-3 years of experience of Microsoft cloud-related technologies (O365, OneDrive, Exchange)  
• 1-3 years of experience in desktop technologies (Windows, Mac OS, MS Office, Teams, Zoom)  
• Experience with FreshService and ServiceNow is a plus 
• Excellent written and verbal communication skills
• Strong time management and the ability to prioritize tasks
• Able to thrive in a fast-paced environment 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 seeking a highly motivated Product Manager to help lead various buildouts of the structured investments platform at iCapital. You will be working in a collaborative, results-driven environment with smart and hardworking teammates who are motivated to solve fun and complex industry-wide problems. You will be working directly with wealth management firms, financial advisors, structured investments issuers, and wholesalers to bring scale, analysis, and efficiency to the industry. This is an opportunity to utilize the latest technologies and innovative solutions, with room to grow and broaden your responsibilities as the company grows. You will own, lead, and deliver various solutions with direct oversight of product building from start to finish. You will identify unmet needs, to define requirements, write user stories, develop project communication plans, and test product features.  We live and breathe agile and deploy fast, to learn and iterate quickly, so the ideal candidate will embrace a flexible, multi-disciplinary approach in a fast-paced, entrepreneurial environment.  

Responsibilities

• Engage with wealth management firms, financial advisors, structured investments issuers, and wholesalers to identify gaps in the market and propose innovative solutions to address unmet needs in the structured investments industry.
• Define product requirements by writing detailed user stories and acceptance criteria for software engineers.
• Lead the end-to-end lifecycle of product feature development from conception to launch, including testing and iteration.
• Embrace a fast-paced, agile development environment, deploying quickly to learn and iterate based on feedback.
• Own the product roadmap for specific features or segments of the platform, determining prioritization and ensuring that deliverables are met on time and within scope.
• Communicate effectively with business stakeholders to gather requirements, provide updates, and align product vision and strategy.
• Develop and maintain comprehensive project communication plans, ensuring transparency and alignment across teams such as sales, marketing, engineering, and other product lines.
• Investigate bugs and, when appropriate, identify tactical solutions to production issues impacting users.
• Monitor the performance of product features post-launch and continuously seek opportunities for improvement.
• Foster a culture of excellence and continuous learning within the team to maintain high standards of work, product quality, and communication.

 Candidate Profile

• Minimum of 2 years of experience in product management, preferably within fintech, wealth management, or related industries.
• A willingness and initiative to become an expert in the structured investments space, understanding both the product intricacies and wider industry to drive informed decision making and product leadership.
• Demonstrated ability to work collaboratively in a results-driven, entrepreneurial environment.
• Strong analytical skills, with a proven track record of solving complex, unfamiliar problems through innovative solutions.
• Experience with agile methodologies and a mindset that embraces quick deployment, learning, and iteration. Preferred experience with JIRA, Confluence, Figma, analytics dashboards, or Postman.
• Excellent communication skills, with the ability to develop clear and effective project communication plans.
• A customer-centric approach, with experience engaging directly with clients to gather insights and feedback.
• Technical acumen, comfortable working closely with engineering teams to solve problems and complete projects.
• Detail-oriented, with the ability to write comprehensive user stories and acceptance criteria.
• Flexible and adaptable, able to manage multiple priorities and adjust to changing demands and timelines.
• Desire to grow and take on increasing responsibilities within a rapidly expanding company.

Benefits

The base salary range for this role is $100,000 to $130,000 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 Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s SIMON technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients.  The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will be responsible for assisting in developing and executing the firm’s strategy and solution in the structured investments market and developing relationships with new and existing partners active in the product category.

Responsibilities

• Assist in the development and execution of the firm’s overarching strategy aimed at supporting the Structured Investments business line.
• Develop new and existing relationships with investment banks, third-party distributors, and distribution partners to advance the product category for the firm.
• Maintain synchronization across various industry groups to deliver a robust platform solution addresses key stakeholders needs.
• Take ownership of projects and provide strong analytical support to teammates.
• Aggregate, maintain, and analyze large data sets with excellent attention to detail.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Work alongside the Client Solutions team to develop meaningful measurements of success.
• Work with internal technical partners to create a product offering that meets the needs of our clients.
• Drive process improvement, in part by leveraging technology.

Qualifications

• Bachelor’s degree is required
• 10+ years of financial market industry experience, 5+ years of relevant experience in a trading, business development, or relationship management in the structured investments market 
• Strong analytical and problem-solving skills and a high level of attention to detail
• Strong written and verbal communication skills
• Able to successfully operate in a fast-paced environment
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Excellent organizational skills
• Desire to work in a cross-functional and collaborative environment
• Proficient in Excel
• Series 7 and 63 certifications are required

Benefits

The base salary range for this role is $170,000 to $200,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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 Technology Audit and Governance Engineer. This role will work closely with the Head of SDLC Governance and Internal Audit and various technology teams in governing the firm-wide SDLC and implementing, governing, and monitoring compliance of varied controls and policies, including providing support for the annual SOC 2 audit. In addition, the ideal candidate will share responsibility for performing administrative functions on Jira including user support.

Responsibilities

• Coordinate and perform internal audits of SOC 2 controls and policy compliance.
• Assist with governance of SDLC processes and associated tool configurations.
• Create and maintain documentation for processes followed and tools used.
• Develop, implement, and maintain SGIA processes.
• Support the annual SOC 2 audit.
• Assist with the administration of Jira and provide user support.

Qualifications

• 5+ years of technology operations experience
• Familiar with modern programming languages and frameworks, preferably Python. 
• Technical leadership and management experience is a plus 
• Familiar with cloud-based technologies (i.e. AWS, K8s, etc.)
• Able to work independently or as part of a team effort, as required 
• Experience with Python Scripting, GitLab, Git, Jira Administration, Vanta or other compliance monitoring tools, SOC 2 audits, controls testing or auditing, the automation of processes and SQL or MongoDB Query language
• Solid problem-solving and multi-tasking abilities
• Excellent verbal and written communication skills

Benefits

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

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

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

About the Role

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

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

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $180,000 to $250,000 depending on experience and level.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

Responsibilities

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

Qualifications

• Bachelor’s in Finance, Economics, Business Administration or related field
• 0 – 3 years in data management, analysis, or financial operations
• Proficiency in data management tools, excel and other software
• General understanding of the alternative investment landscape
• Ability to prioritize and execute tasks and meet deadlines
• Commitment to continuously learn new technologies and adapt to new data and systems as industry evolves
• Ability to identify and understand risks associated with data management processes
• Ability to support the team and build relationships across teams

Benefits

The base salary range for this role is $60,000 - $65,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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

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

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

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

Responsibilities

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

Qualifications

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

Benefits

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

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

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

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

About the Role

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

Responsibilities

• Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Financial reporting and data aggregation tools:
• Analyze and explain portfolio performance results.
• Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
• Analyze private equity and hedge fund statements for input into system.
• Work with clients and partners to resolve data issues.
• Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management.
• Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications

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

Benefits

The base salary range for this role is $85,000 to $125,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

Responsibilities

• Financial reporting and data aggregation tools:
• Analyze and explain portfolio performance results.
• Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
• Perform analysis of private equity and hedge fund statements for input into the system
• Work with clients and partners to resolve data issues.
• Develop and strengthen client relationships:
• Help manage client onboarding, client account setup and training and day-to-day support and issue management.
• Software maintenance and setup:
• Perform system setup and configuration, new client setup, new financial account and asset set-up and classification.
• Assist in data feed management.
• Create custom reports based on client-specific needs.
• Liaise with the vendor partners for enhancements, and system and data issues.
• Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
• Assess and act upon client and company needs proactively.

Qualifications

• 3-5 years of experience in a related field
• Bachelor's degree from an undergraduate program
• Excellent customer service skills and the ability to foster and maintain effective relationships
• Strong understanding of financial instruments
• Experience with RIA/Wealth management policies, procedures, and client service 
• Experience working with wirehouses or custodians
• Organized and self-motivated with the ability to prioritize tasks and meet deadlines
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Comfortable with technology, software tools, and applications:
• Able to learn new software quickly
• Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
• Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
• Strong MS Excel and PowerPoint skills
• Basic knowledge of database concepts, and any type of programming
• Working knowledge of Photoshop, HTML design, and/or similar tools
• Knowledge of various financial products and indices, particularly:
• Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
• Alternative investments
• Performance reporting calculations and methodologies
• Portfolio management and rebalancing
• How Family Offices, RIAs, and investment advisors work
• Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal
• Collaborative and able to thrive in a team environment while working independently
• Able to learn quickly and adapt to an expanding environment

Benefits

The base salary range for this role is $75,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

Responsibilities

• Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Financial reporting and data aggregation tools:
  • Analyze and explain portfolio performance results.
  • Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
  • Analyze private equity and hedge fund statements for input into system.
  • Work with clients and partners to resolve data issues.
• Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management.
• Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications

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

Benefits

The base salary range for this role is $85,000 to $125,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $90,000 to $100,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $90,000 to $140,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

About the Role

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

Responsibilities

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

Qualifications

• 10-15 years of corporate accounting or audit experience within the financial services industry
• Degree in Accounting is required
• CPA license is required
• Detailed understanding and experience with GAAP and SEC financial reporting
• Experience with SOX controls is required (performing or managing a SOX controls program or auditing controls)
• Experience with consolidation of financial statements is required
• Familiarity with NetSuite is preferred
• Proficient with Excel, Word and Power Point
• Familiar and competence in utilizing AI tools to drive meaningful results (CoPilot, ChatGPT, etc.)
• Able to manage large sets of data and implement checks and balances
• Excellent verbal and written communication skills
• Detailed oriented with big picture capability

Benefits

The base salary range for this role is $140,000 to $180,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

Responsibilities

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

Qualifications

• 1-5 years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
• Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
• Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred
• Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA
• Advanced skills in Excel and PowerPoint
• Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
• Able to manage large sets of data and be able to implement checks and balances
• Excellent verbal and written communication skills
• Detailed oriented with big picture capability

Benefits

The base salary range for this role is $80,000 to $115,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

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

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $110,000 to $145,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

iCapital is looking for a Vice President candidate to join its Regulatory and Compliance team to work with senior members of the Compliance team. The candidate will be responsible for ensuring compliance with AML regulatory requirements within the United States and other iCapital regions.

Responsibilities

• Review ad-hoc requests from iCapital stakeholders to ensure compliance with AML regulations.
• Oversee third party reliance testing and monitoring.
• Review high-risk escalations to provide recommendations to senior members of the Compliance team.
• Coordinate with regulators and auditors through routine examinations.
• Investigate unusual and suspicious activity, recommending SAR filings to the SAR Committee.
• Complete AML and KYC Due Diligence Questionnaires.
• Review escalations from the international Compliance team.

Qualifications

• 10-15 years of experience, preferably with financial institution, broker dealer and registered investment adviser experience focusing primarily on AML, CFT and Sanctions compliance
• Expertise of the Investment Company Act of 1940, Securities Act of 1933 and Cayman Islands Anti-Money Laundering Regulations
• AML and KYC knowledge of regulatory requirements for private fund investors
• ACAMS certification
• JD is a plus

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 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 looking to hire a Fund Origination Vice President to support its growing alternative investments feeder fund business. This role will report into a Senior Vice President on the Fund Origination team. This individual will focus on new product development, product structuring, manager onboarding and fund lifecycle management. This role will be responsible for leading and helping manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market. Primarily, these will be funds created to invest into or alongside specified 3rd-party alternative asset managers “feeder” or “conduit” funds for the wealth management channel. This team stands at the heart of iCapital’s growth into new markets and fund structures.

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $155,000 to $180,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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 Vice President or Senior Vice President to join the Corporate Finance team as a seasoned, strategic payroll executive. This role will be responsible for the end-to-end global payroll function, including payroll operations, payroll accounting and controls, vendor governance, and payroll-related risk management.

This role owns the company’s global payroll strategy and operating model and directly manages a team overseeing payroll services. This individual will ensure payroll is executed accurately, compliantly, and on time across all jurisdictions while enabling scalability, strong internal controls, and an excellent employee experience.

Reporting into Corporate Finance leadership, this role partners closely with the Accounting, Tax, Treasury, Legal, and HR teams. A key area of responsibility is oversight of equity compensation as it flows through payroll, including taxable equity events, withholding and deposits, reconciliation, and reporting. This is a highly visible role with regular interaction with senior leadership and auditors, offering the opportunity to shape payroll as a strategic, enterprise-level function.

Responsibilities

• Define and execute the global payroll strategy, operating model, and governance framework, balancing global consistency with local regulatory requirements.
• Lead and develop a high-performing global payroll team, fostering a culture of accountability, precision, and continuous improvement.
• Own payroll governance, internal controls, and risk management, ensuring audit readiness and compliance across all jurisdictions.
• Manage day-to-day and strategic relationships actively with payroll managed services partners, including SLAs, KPIs, escalations, and quarterly business reviews.
• Ensure accurate and timely processing of all pay elements, including salary changes, bonuses, commissions, equity-related payments, leaves, deductions, garnishments, severance, and one-time payments.
• Partner with the Accounting team on payroll accruals, balance sheet reconciliations, variance analysis, and financial reporting impacts.
• Partner with the Treasury team on payroll funding cycles, banking relationships, and liquidity planning tied to payroll and equity settlement activity.
• Oversee payroll aspects of equity compensation, including coordination with Stock Administration on RSU vesting, stock option exercises, and other taxable equity events.
• Ensure correct tax withholding, timely payroll tax deposits, and accurate reporting for equity compensation based on award type and settlement timing.
• Oversee U.S. (W‑2s, 1095s), Canadian, and other global year-end payroll reporting and filings, delivered accurately and on schedule.
• Manage payroll-related compliance activities, including multi-state registrations, employment tax requirements, audits, and government inquiries.
• Serve as the executive escalation point for complex payroll issues and employee inquiries, ensuring prompt resolution and clear communication.
• Drive payroll technology optimization, integration, and process improvements in partnership with HRIS, ERP, and Finance systems teams.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field; advanced degree is preferred
• 10+ years of progressive payroll leadership experience, including ownership of multi-state U.S. payroll and exposure to global payroll operations
• Demonstrated experience leading payroll teams and operating within an outsourced or managed services payroll model
• Strong understanding of payroll accounting, internal controls, audit requirements, and SOX-aligned processes
• Proven experience managing the payroll implications of equity compensation (i.e. RSUs, stock options), including taxation, withholding, deposits, and reporting
• Certified Payroll Professional (CPP) or similar designation is strongly preferred
• Advanced proficiency in Microsoft Excel and payroll-related reporting and reconciliations
• Experience with major payroll platforms and HCM and ERP integrations; familiar with Namely HR or Ceridian Dayforce is a plus
• Exceptional attention to detail, sound judgment under pressure, and ability to meet firm payroll and close deadlines
• Executive presence with strong communication skills and the ability to partner effectively across finance, tax, legal, human resources, and technology teams
• Willingness to plan time off around payroll cycles, year-end processing, and critical business initiatives

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.

Head of Enterprise Applications - Senior Vice President

Department: Corporate Technology

Location(s): Greenwich, CT or New York, NY

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

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

About the Role

iCapital is looking to hire a Head of Enterprise Applications to join the Corporate Technology team. This role is responsible for the strategy, delivery, and lifecycle management of the company’s core business platforms, including CRM, workflow and automation (ServiceNow), and financial systems. Reporting to the Head of Corporate Technology, this leader will drive the evolution of a modern, integrated, and automation-enabled application ecosystem that supports revenue growth, financial operations, and enterprise-wide efficiency.

Responsibilities

• Define and execute enterprise applications strategy across CRM, financial systems, and workflow platforms.
• Own and evolve Salesforce as the core revenue platform, alongside ServiceNow and financial systems.
• Drive enterprise-wide automation and workflow transformation initiatives.
• Partner with the Sales, Operations, Finance teams and corporate leaders to align technology with business priorities.
• Establish product ownership, roadmaps, and lifecycle management across all applications.
• Lead integration strategy across enterprise platforms in alignment with architecture standards.
• Identify opportunities to scale and optimize Salesforce capabilities to support growth.
• Partner with AI Enablement to embed intelligent automation and AI-driven features into platforms.
• Optimize vendor relationships, licensing, and total cost of ownership.
• Build and lead a high-performing applications organization with clear accountability.

Qualifications

• 12+ years of experience leading enterprise applications or business systems at scale
• Deep expertise in Salesforce ecosystem is required
• Strong understanding of ServiceNow, financial systems, and enterprise workflows
• Proven track record of scaling CRM platforms in complex environments
• Experience leading multi-platform enterprise application portfolios
• Strong stakeholder management across Sales, Operations and Finance teams
• Able to operate strategically while driving execution and measurable outcomes
• Experience with Microsoft Dynamics (CRM) and Pega (BPM) is a plus

Benefits

The base salary range for this role is $200,000 to $230,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $90,000 to $115,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

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

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

Responsibilities

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

Qualifications

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

Benefits

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

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

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

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

About the Role

We are seeking an Assistant Vice President or Vice President, Product Marketer to support the commercialization of our Alternative Investments platform across private wealth channels. This role partners closely with Distribution, ISG and Research to execute fundraising campaigns, drive lifecycle marketing initiatives, and deliver compelling advisor engagement programs.

This individual will help translate complex alternative investment strategies into clear, differentiated messaging and scalable marketing programs that support capital raising efforts and deepen advisor adoption across RIAs, independent broker-dealers, private banks, and enterprise wealth platforms.

Responsibilities

• GTM strategy and Campaign Execution
  • Support end-to-end marketing strategy and execution for fundraising campaigns across alternative investment offerings.
  • Execute lifecycle marketing initiatives to sustain engagement throughout the fundraising period and beyond close.
  • Support launch and ongoing promotion of Research insights and model portfolios, ensuring they are integrated into broader alternative investment campaigns and advisor communications.
  • Partner with Distribution teams to align marketing efforts with capital raising priorities
  • Develop differentiated positioning and messaging that resonates across distinct wealth channels and advisor segments based on where they are in the journey
• Channel Strategy Development
  • Support targeted marketing programs for RIAs, IBDs, private banks, and enterprise wealth firms.
  • Assist in segmenting advisor audiences and tailoring messaging based on sophistication level and portfolio construction needs.
  • Help identify opportunities to increase penetration within key distribution channels.
• Sales Enablement & Advisor Education
  • Develop and maintain sales enablement materials including pitch decks, brochures, videos, webinars, conference materials, portfolio construction insights, case studies
  • Create educational content to support advisor understanding of alternative investments
  • Ensure marketing materials align with Distribution priorities and support advisor conversations.
• Content & Thought Leadership
• • Collaborate with Research and ISG to translate market insights into compelling, advisor-focused content.
  • Support development of multi-format materials (white papers, webinars, digital campaigns, conference materials).
  • Reinforce the firm’s positioning within private markets and advisor portfolio construction conversations.

Qualifications

• Bachelor’s degree in business, marketing, or a related field
• 7-10+ years of relevant professional experience in financial services (e.g. investment management, product marketing within financial services with a focus on alternative investments, private market funds, or similar products
• Experience with 1940act funds and private markets a plus
• Broad understanding of how to effectively market to wealth managers
• Proven ability to build strong, trusted relationships with internal teams.
• Exceptional written and verbal communications skills for storytelling and ability to simplify complex concepts
• Strong attention to detail and accuracy in all deliverables
• Able to work independently and collaboratively, manage multiple projects and prioritize effectively in a fast-paced team environment
• General knowledge and understanding of FINRA and SEC marketing and advertising guidelines

Benefits

The base salary range for this role is $120,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

About the Role

iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives.  This role will support the Team Lead with developing the roll-out plan for model portfolios, interact with clients to increase adoption, and manage internal workstream to ensure smooth execution.  This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors.

 Responsibilities

• As a member of the Research and Due Diligence team, you will focus on:
• Understand the construction, positioning, and investment rationale of custom and marketplace models
• Confidently articulate model design, use cases, and evolution—particularly as models incorporate alternatives
• Partner with Private Wealth Solutions (PWS) to support sales and marketing of:
• Custom model portfolios already launched and currently in development
• Marketplace models available on the platform
• Collaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategies
• Act as the primary sales-facing resource focused on model portfolios, including:
• Engaging advisors in model-related discussions
• Addressing questions on portfolio construction, positioning, and implementation
• Differentiating our models versus competing solutions
• Collaborate with internal teams to execute proactive advisor engagement strategies, including:
• Targeted outbound calling campaigns using home office–provided data
• Follow-up on advisor activity and interest in iCapital supported custom and Marketplace
• Partner with home office contacts (e.g., independent broker-dealers and enterprise platforms) that:
• Provide data and intelligence on priority advisors
• Support and endorse direct sales campaigns
• Partner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including:
• Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans
• Coordinate approved enablement and campaign support (e.g., messaging, training, rollout timelines, and feedback loops) to drive awareness, adoption, and successful implementation
• Provide structured feedback from advisor conversations to inform:
• Future custom model launches
• Enhancements to existing models and sales messaging

Qualifications

• Bachelor’s degree in finance, economics, or a related field; progress toward or interest in advanced certifications (e.g., CFA) is a plus
• 6-12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment-related roles. Exposure to alternative investments and/or model portfolios is preferred
• Strong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends; experience with financial modeling and quantitative analysis is a plus
• Familiar with investment platforms, portfolio analytics tools, or financial systems used in wealth management or asset management environments
• Strong written and verbal communication skills, with the ability to clearly articulate investment concepts to both internal stakeholders and clients
• Demonstrated ability to work collaboratively across teams, manage multiple priorities, and support complex initiatives in a fast-paced environment

Benefits

The base salary range for this role is $155,000 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 visionary Platform Architect who doesn't just design systems, they shape how an enterprise operates at scale. This role will own the end-to-end architecture, launch, and evolution of Microsoft Dynamics 365 across iCapital, driving real business outcomes at the intersection of technology, operations, and client experience. This is a high-impact leadership position where this individual will set the strategic direction, build scalable foundations, and influence how hundreds of users and clients interact with iCapital globally.

Responsibilities

• Develop and execute a comprehensive, long-term strategy for the Dynamics platform to drive client satisfaction, achieve global adoption, and maximize agent success.
• Oversee solution design for new implementations and major enhancements; establish integration patterns with SaaS platforms and internal systems.
• Own and enforce governance standards for Dynamics customization and security. Maintain a thorough understanding of evolving global data privacy and protection regulations, ensuring the platform remains compliant and aligned with industry standards across all operating regions.
• Ensure performance tuning, resiliency planning, and high availability across all environments.
• Influence product feature prioritization by articulating customer context, business impact, and strategic importance to senior leadership.
• Serve as the primary liaison for strategic vendor relationships, including Microsoft and Avanade.
• Evaluate and integrate advanced AI tools and frameworks to accelerate development and deployment. Contribute to the development of internal libraries, best practices, and reusable components for agentic systems.

Qualifications

• 8+ years of experience in enterprise application architecture, with a minimum of 4 years focused on Microsoft Dynamics 365. Contact Center is preferred
• Proven track record of leading large-scale Dynamics implementations in a global environment
• Deep expertise in Power Platform, Azure integration services, and data migration strategies
• Strong leadership presence with exceptional communication skills suited for executive-level engagement

Benefits

The base salary range for this role is $150,000 to $185,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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 looking for an Associate to join the Implementation Specialists team. This role will primarily support senior leaders in managing platform integrations for both new and existing enterprise clients, as well as supporting the ongoing platform experience for existing clients.

Responsibilities

• Support all aspects of new and existing wealth manager and asset management integrations including but not limited to project management, client discovery, operating model and business process design, data integrations, platform set-up, testing and rollout.
• Manage program and project management tasks including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
• Implement client requirements via white label set-up and platform configurations.
• Support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform.
• Build a strong understanding of a client’s business and how that translates to the iCapital platform.
• Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
• Drive operational efficiencies and platform enhancements proactively and consistently.
• Work with Operations and Product Management teams to troubleshoot platform issues.
• Document and update procedures, processes, and workflow, assisting with the creation of playbooks and client collateral.
• Partner closely with Product Managers, Relationship Managers and Operations teams to deliver for our clients.

Qualifications

• 2-5+ years of experience in project management, client software implementations, operations or relationship management within the financial services/fintech industry
• Proven track record of supporting cross-functional project teams from inception to execution
• Familiar with software-based financial solutions (i.e. transaction systems, online forms, trading software)
• Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
• Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills
• Exemplary attention to detail
• Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
• Experience working on a team and a desire to work in a fast-moving entrepreneurial environment
• Knowledge of wealth management and private bank business and processes/alternatives are a plus
• Experience managing data integrations is a plus

Benefits

The base salary range for this role is $90,000 to $110,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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.