About the Role

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

Responsibilities

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

Qualifications

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

Benefits

The base salary range for this role is $120,000 to $150,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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

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

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

The Role

Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world’s most sophisticated investors, helping them run their businesses through Addepar. They assist Addepar’s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction.

Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $59,000 - $74,000 (base salary) + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Identify, respond to, and resolve issues and questions raised by Addepar’s clients
• Provide hands-on support to our clients to ensure their ongoing happiness
• Work in complex data sets to identify and resolve data and calculation discrepancies
• Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve
• Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues
• Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
• Help clients use Addepar to the greatest extent through both functional and conceptual instruction
• Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
• Become an expert on all things Addepar

Who You Are 

• Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
• Superior communication, organizational, and time-management skills
• Proficiency in math
• Passion for problem-solving and continuous learning
• Passion for technology and finance
• 1+ years of relevant experience in a client-facing role
• [Plus] Previous experience in investment management

The Role

We are currently seeking a Portfolio Data Operations Analyst to join our Portfolio Data Operations team! Part of the broader Addepar Engineering organization, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel across the company.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $86,000 - $107,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
• Investigate and troubleshoot data pipeline issues and feed processing exceptions, and triaging with Engineering Support when needed.
• Effectively complete and maintain operational workflows and identify and implement opportunities for optimization.
• Collaborate with Client Support, Solution Architects, and other members of Services and Sales to review and resolve client data inquiries and requests. 
• Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
• Participate in broad company initiatives to stand up new product functionality or services.

Who You Are

• 2+ years of work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
• Strong attention to details and a passion for problem solving.
• Excellent communication and interpersonal skills for interfacing with internal and external stakeholders.
• Proven ability to multitask and prioritize effectively in a fast paced environment.
• Very team-oriented, dedicated and forward thinking.
• Technical skills preferred in any or all of the following: Microsoft Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.

Position Summary:

That’s where you come in:

MMNA is seeking a District Aftersales Manager to join the West Region team.  As a DAM, you are a member of the team that liaises directly with MMNA’s dealer partners, with responsibility for developing long-term professional relationships with your dealer partners in your assigned District, consulting with your dealer partners to drive Aftersales performance, and serving as brand ambassador within the District.  Effectiveness in this role will increase profitability in parts, accessories and service, optimize the customer experience, assist your dealer partners in operating a well-managed and strategic Aftersales business, and ensure positive brand awareness and loyalty.  You will be instrumental in the implementation of Momentum 2030, Mitsubishi Motors’ long-term business plan.   

You will serve as a partner to 9 dealers in Colorado, Utah, Idaho, and Hawaii. Preference will be given to those who reside in Salt Lake City, UT or Denver, CO. Frequent travel to the dealers in your district is required. 

As a District Aftersales Manager, You Will:

DEALER OPERATIONS PARTNERSHIP

• Regularly communicate with and visit dealer partners (including dealership owner(s)/principal(s)), serving as a consultant to Mitsubishi Motors dealer partners on Aftersales operations in the District. Leverage knowledge of dealership parts/service operations, Aftersales marketing, and Mitsubishi Motors’ Aftersales programs and best practices to identify revenue generating opportunities and develop operations improvement plans.  Explain programs, policies and procedures and associated opportunities, including attainment of objectives.
• Review dealer partner financial statements, systems, and other reporting to proactively identify and recommend opportunities in process, throughput, staffing, service facilities, parts and service marketing, customer relations, and other best practices. Ensure that dealer partner management and leadership understand available tools and programs to maximize their Aftersales operations.
• Assist dealer partners in “operational troubleshooting,” helping to resolve problems and challenges, including working with external vendors and internal teams. Provide “ad hoc” training and guidance to dealer partner staff on best practices in understanding their data, video multi-point inspections and modernized tools, service excellence, parts sales, inventory control, warranty administration, etc.
• Drive Aftersales performance for both MMNA and dealer partners in the District by consulting with dealer partners how to achieve and exceed profitability targets, grow customer pay business, improve customer experience (and CSI scores), increase customer retention and loyalty, optimize marketing efforts, and boost parts and accessory sales.

CROSS-FUNCTIONAL TEAMWORK

• Work cross-functionally with Parts Distribution, Customer Relations, Warranty, Product Quality, Legal, and other departments in the Company to provide information and expertise that helps to improve operations while mitigating risk.
• Work with the Aftersales Performance team to look for and develop unique opportunities within the District, including wholesale and collision.
• Act as consultant to the Dealer Development team, utilizing knowledge of your market to advise on planning for, and ensuring successful implementation of, Aftersales strategies and best practices for any new dealer in the District.
• Work closely with your District Sales Manager counterpart (DSM) to engage in joint dealer visits, consult with dealer partners on opportunities holistically, and look for unique opportunities within the District to improve operations and increase sales.
• Advise Regional Management and/or Dealer Development of issues with any dealer partners related to adherence to policies, procedures, or the Dealer Agreement, in any Aftersales areas (parts sales, warranty administration, customer satisfaction, service lane staffing, etc.).

Ready to Join The Team? You Should Have:

• 5+ years of professional exempt level automotive retail/wholesale experience.
• Prior automotive retail sales experience such as Service Representative, Service/Parts Manager, etc.
• Deep understanding of what drives customer behavior, improves the customer experience, increases sales out of the service drive, and increases retention and loyalty.
• Deep understanding of dealership operations and systems on the Aftersales side of the business, including profit drivers, loyalty drivers, and retention drivers, how to effectively analyze and leverage data to develop and implement operations strategies.
• Ability to communicate effectively with a broad range of individuals, from customers to members of MMNA leadership.
• Working knowledge of vehicle technology, vehicle systems, maintenance, and parts and accessories functionality.
• Must maintain a valid unconditional driver’s license and an approved driving record.

Extra Horsepower (Profile Differentiators): 

• Automotive retail sales experience on the Sales Operations/ “new car sales” side.
• Automotive OEM experience in a corporate department, such as Marketing, Warranty, Customer Service or Customer Experience.
• ASE certification in four or more areas (ability to consult directly with service advisors and technicians and understand their role in the customer experience is a huge plus).

Pay Transparency: 

The base salary for this position ranges between $90,000 to $100,000. The base salary will be based on a number of factors including the role offered, the individual's job-related knowledge, skills, and qualifications. In addition to base salary, we are proud to offer a comprehensive and competitive benefits package for all eligible employees which also includes 401k with company match, Mitsubishi Lease Program, and a full range of medical, financial, and other perks and benefits.

Perks and Benefits:

• Family First: Enjoy comprehensive healthcare coverage, including medical, dental, and vision plans.
• Be a Proud Mitsubishi Ambassador: Take advantage of our Discounted Employee Lease Car program, covering insurance, maintenance, and registration fees, with no down payment or credit check required.
• Drive with Perks: This position comes with an assigned vehicle, contingent upon a satisfactory driving record. 
• Secure Your Future: Benefit from our 401(k) with Company match and annual contributions based on years of service.
• Fuel Your Growth: Access professional development opportunities, including training, tuition reimbursement, and employee resource groups.
• Take Time for Yourself: Enjoy up to 30 days of paid time off, including holidays, vacation, and other leave options.
• Thrive in an Open Environment: Experience our collaborative workspace where ideas flow freely.

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it verifies and stores documents; automates critical calculations and compliance reporting; and digitizes assets like homes or cars. Setpoint’s technology makes warehouse transactions instant and error free.

In August 2024, Setpoint announced the successful completion of its $31 million Series B funding round. 645 Ventures led the round, with significant strategic investments from Citi and Wells Fargo, alongside Andreessen Horowitz, NextView Ventures, Floating Point, Henry Kravis, Zillow founder’s 75 & Sunny, Vesta Ventures, Fifth Wall, Eltura Ventures, and Outrunner Capital. 

We offer a comprehensive benefits package that includes competitive salaries, stock options, medical, dental, and vision coverage, 401(k), short term and long term disability coverage, and flexible vacation. We have offices in Austin, TX, New York City, NY, and Salt Lake City, UT with hybrid roles based in these locations and an expectation of two days a week in office (Tuesdays and Thursdays).

Setpoint provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.