Jobs at iCapital
96,030 open positions
RIA Business Development – Vice President / Senior Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 15, 2024
<p>iCapital is powering the worlds 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 highnetworth clients iCapital services approximately $179 billion in global client assets invested in 1445 funds as of January 2024<p> <p>iCapital has been named to the Forbes Fintech 50 for seven consecutive years 20182023 a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a threetime winner of MMIBarrons Solutions Provider award See link below <p> <p><strong>About the Role<strong><p> <p>iCapital is seeking a highly motivated outgoing and experienced Business Development professional to join the Relationship Management team developing iCapitals enterprise presence in the US wealth channel This team develops and helps manage relationships with iCapitals largest clients and prospects within the RIA channel and this role is instrumental in growing and expanding the companys presence and client base This individual will be expected to help drive new business initiatives with existing clients while also driving the acquisition of new clients As part of these responsibilities this person would be expected to create compelling pitch decks develop market analysis and strategy help negotiate contracts and help organize implementation efforts<p> <p><strong>Responsibilities<strong><p> <ul><li>Identify and drive new enterprise opportunities with both new clients and prospects and within our existing client base This responsibility involves close alignment and partnership with our Client Management team and other specialists within our organization<li> <li>Promote a consultative approach to identify and acquire new enterprise accounts who would use all or parts of iCapitals proposition<li> <li>Educate clients on the depth of iCapitals technology capabilities<li> <li>Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders<li> <li>Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience<li> <li>Lead platform and system demonstrations for new prospects lead responses to RFPs and work collaboratively with internal and external crossfunctional teams on client launches and strategic initiatives<li> <ul><p><strong>Qualifications<strong><p> <ul><li>10+ years of experience in a business developmentrelationship management capacity<li> <li>10+ years of experience working within financial services or the financial technology industry<li> <li>Able to deliver a complex and varied product set andor a technology product offering to Enterprise clients<li> <li>Strong experience with alternative investments structured investments andor annuities<li> <li>Strong track record of building and maintaining client relationships with key decision makers<li> <li>Experience working in a dynamic and fastpaced entrepreneurial environment<li> <li>Demonstrated ability in organizing client coverage across product lines and client channels achieving depth of penetration and consolidated support models<li> <li>Excellent verbal and written communication skills<li> <li>Strategic mindset and able to work independently<li> <li>Demonstrated client service skills with key stakeholders and clients<li> <li>Series 7 and 63 licenses are preferred<li> <ul><p><strong>Benefits<strong><p> <p>The base salary range for this role is $165000 to $235000 iCapital offers a compensation package which includes salary equity for all fulltime 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<p> <p>We believe the best ideas and innovation happen when we are together We offer most employees the flexibility to work in the office three or four days Every department has different needs and some positions will be designated inoffice jobs based on their function <p> <p>For additional information on iCapital please visit httpswwwicapitalnetworkcomaboutus Twitter icapitalnetwork | LinkedIn httpswwwlinkedincomcompanyicapitalnetworkinc | Awards Disclaimer httpswwwicapitalnetworkcomaboutusrecognition<p> <p><em> <em>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<p>
Data Analyst - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 18, 2024
iCapital, a leading financial technology platform, is seeking a Data Analyst with extensive SQL experience and business data analysis skills. The role involves conducting full lifecycle analysis, developing analysis and reporting capabilities, and optimizing data efficiency. The ideal candidate should have 6+ years of experience, strong communication skills, and familiarity with OLAP and OLTP databases. The company offers a competitive salary, equity, and a comprehensive benefits package.
Channel Marketing - Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 17, 2024
iCapital, a leading financial technology platform, is seeking a seasoned investment marketing professional to support its Channel Marketing team. The role involves developing and executing strategic marketing plans, targeting enterprise wealth management firms and financial advisors. The ideal candidate should have extensive B2B product marketing experience in investment management or fintech, a strong understanding of financial investments and markets, and a FINRA Series 7 license. Key responsibilities include creating marketing briefs, designing detailed marketing plans, and ensuring accurate and engaging messaging across various communication channels. The candidate must be analytical, data-driven, advisor-centric, and proficient in Office applications, enterprise-level email marketing platforms, and CRMs. The role offers a competitive salary package and comprehensive benefits.
Global Platform Support - Analyst
Company: iCapital
Location: New York City, NY
Posted Mar 15, 2024
<p>iCapital is powering the worlds 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 highnetworth clients iCapital services approximately $176 billion in global client assets invested in 1433 funds as of December 2023<p> <p>iCapital has been named to the Forbes Fintech 50 for seven consecutive years 20182023 a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a threetime winner of MMIBarrons Solutions Provider award See link below <p> <p><b><strong>About the Role<strong><b> <p><p>iCapital is looking to hire an Analyst to join the Client Operations and Support team This role is primarily responsible for production support and will work with our Customer Support team using technical troubleshooting skills focusing on SQL and site administration This role will also potentially work with our product development and engineering teams resolving customer requests and issues that demand your technical knowledge<p> <p><b><strong>Responsibilities<strong><b> <p><ul><li>Perform root cause analysis of production issues by utilizing SQL to analyze data and coordinate with production support teams and engineers to resolve issues<li> <li>Serve as the primary liaison to work crossfunctionally with clients fund administrators and business groups to manage and rectify data exceptions<li> <li>Collaborate with Product Managers to define and implement data projects for existing and new features and workflows<li> <li>Develop exception management tools to strengthen data quality control and produce metrics and dashboards to inform stakeholders on prioritizing resolutions<li> <li>Define business and technology requirement documents for the engineering teams to develop new features or to address issues<li> <li>Develop an indepth understanding of organizational data flow and its impact on business processes<li> <li>Write test cases and perform UAT to ensure issues are identified and addressed<li> <ul><p><b><strong>Qualifications<strong><b> <p><ul><li>2+ years of business analyst andor dataapplication support experience within financial services<li> <li>Proven track record of performing root cause analysis and coordinating with engineers on investigation and resolution<li> <li>Strong analytical problemsolving communication and relationship management skills<li> <li>Bachelors degree or higher in computer science business analytics business administration finance or a related field<li> <li>Experience with the private equity andor hedge fund business and data is a plus<li> <ul><p><b><strong>Benefits<strong><b> <p><p>The base salary range for this role is $60000 to $100000 iCapital offers a compensation package which includes salary equity for all fulltime 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<p> <p>We believe the best ideas and innovation happen when we are together We offer most employees the flexibility to work in the office three or four days Every department has different needs and some positions will be designated inoffice jobs based on their function <p> <p>For additional information on iCapital please visit httpswwwicapitalnetworkcomaboutus Twitter icapitalnetwork | LinkedIn httpswwwlinkedincomcompanyicapitalnetworkinc | Awards Disclaimer httpswwwicapitalnetworkcomaboutusrecognition<p> <p><em> <em>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<p>
Technical Product Manager - Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 19, 2024
iCapital, a leading financial technology platform, is seeking a Technical Product Manager for its AI & ML team. The role involves shaping the development and implementation of generative AI products, working closely with various departments, and managing end-to-end project plans. The ideal candidate should have a minimum of 8 years of experience as a Technical Product Manager, a technical background in machine learning products, and domain knowledge in LLM, NLP, or personalization models. The company offers a competitive compensation package and a flexible work environment.
Fund Finance Accounts Payable - Associate / Assistant Vice President
Company: iCapital
Location: Other US Location
Posted Mar 18, 2024
iCapital is a financial technology company that provides a platform for alternative investment marketplace. They are looking to hire a Fund Accounts Payable Associate or Assistant Vice President to join their Corporate Finance team.
Product Manager, Client Architecture Solutions - Assistant Vice President / Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 17, 2024
iCapital, a leading financial technology platform, is seeking a Product Manager to join their Client Architecture Solutions team. The role involves understanding customer needs, working directly with clients to deploy integrated technology solutions, and driving platform usage and adoption. The ideal candidate should have 5-10 years of professional experience, preferably in financial services or fintech, with SQL experience and a proven ability to manage competing priorities. iCapital offers a competitive compensation package and a flexible work environment.
Business Resiliency Manager - Vice President
Company: iCapital
Location: Other US Location
Posted Mar 15, 2024
<p><span datacontrast=auto>iCapital is powering the worlds 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 highnetworth clients iCapital services approximately $170 billion in global client assets invested in 1392 funds as of October 2023<span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><p> <p><span datacontrast=auto><span dataccpchar= dataccpcharstyledefn= objectid= paragraph= font=>iCapital has been named to the Forbes Fintech 50 for <span><span dataccpchar=>six<span><span dataccpchar=> consecutive years 2018<span><span dataccpchar=><span><span dataccpchar=>202<span><span dataccpchar=>3<span><span dataccpchar=> a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a t<span><span dataccpchar=>hree<span><span dataccpchar=>time winner of MMIBarrons Solutions Provider award See link below <span><span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>About the Role<span><strong><span dataccpprops=> <span><p> <p><span datacontrast=auto>iCapital is looking to hire a Business Resiliency Vice President to join the Risk Management team This individual must be an intrinsically motivated technically savvy professional with a resultsoriented mindset to develop implement and maintain iCapitals Business Continuity BC and Information Technology Disaster Recovery ITDR programs Collaborating closely with department heads leaders of significant functions and subject matter experts this role will empower our everevolving firm to prepare for effective response to disruptions andor losses This position will report to the Head of Risk Management and partner closely with the Risk and Corporate Services business unit<span><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Responsibilities<span><strong><span dataccpprops=> <span><p> <ul><li dataleveltext= datafont=Symbol datalistid=12 datalistdefnprops= dataariaposinset=1 dataarialevel=1><span datacontrast=auto><span dataccppara=>Develop and implement BCITDR requirements policies and framework <span><span dataccppara=>maintain<span><span dataccppara=> business recovery plans and procedures reviews revises and expands existing plans and protocols<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=12 datalistdefnprops= dataariaposinset=2 dataarialevel=1><span datacontrast=auto>Perform risk assessments to identify vulnerabilities and potential business interruptions <span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=12 datalistdefnprops= dataariaposinset=3 dataarialevel=1><span datacontrast=auto><span dataccppara=>Perform Business Impact Analysis BIA to <span><span dataccppara=>identify<span><span dataccppara=> and characterize business processes resources and key personnel<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=13 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Perform gap analysis on assessment findings to <span><span dataccppara=>identify<span><span dataccppara=> critical business processes resources and key personnel<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=13 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Design develop and implement BCITDR plans and recovery strategies based<span><span dataccppara=> on<span><span dataccppara=> critical business processes resources and key personnel <span><span dataccppara=>identified<span><span dataccppara=> during gap analysis<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=13 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>I<span><span dataccppara=>mprove and enhance BCITDR plans and recovery strategies<span><span dataccppara=> continuously<span><span dataccppara=> <span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=13 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Implement manage and <span><span dataccppara=>maintain<span><span dataccppara=> resiliency program infrastructure including BCITDR tools notification systems documentation and management reporting<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=13 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto>Work closely with partners to ensure proper support processes are created documented and followed<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=14 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Train key personnel on resiliency infrastructure and BCITDR plan activation communication and response<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=14 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Plan organize and direct BCITDR tabletop exercises andor tests<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=14 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Evaluate the effectiveness of BCITDR plans and recovery strategies based on exercise andor test findings<span><span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=14 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Improve BCITDR plans and recovery strategies based on exercise andor test results<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=14 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Collect analyze and present key metrics to senior management<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Avenir Next LT Pro datalistid=14 datalistdefnprops= next= lt= pro= dataariaposinset=6 dataarialevel=1><span datacontrast=auto><span dataccppara=>Stay up to date and<span><span dataccppara=> track future BCITDR related laws regulatory requirements contractual obligations and industry best practices<span><span><span dataccpprops=> <span><li> <ul><p><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Qualifications<span><strong><span dataccpprops=> <span><p> <ul><li dataleveltext= datafont=Symbol datalistid=16 datalistdefnprops= dataariaposinset=7 dataarialevel=1><span datacontrast=auto>Proven track record of successfully working with diverse stakeholders including internal and external stakeholders executives Human Resources Information Security Corporate Technology Legal Marketing Sales etc<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=16 datalistdefnprops= dataariaposinset=8 dataarialevel=1><span datacontrast=auto>10+ years of relevant experience in BC ITDR and Incident Management<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=16 datalistdefnprops= dataariaposinset=9 dataarialevel=1><span datacontrast=auto>5+ years leading complex and challenging projects<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=16 datalistdefnprops= dataariaposinset=10 dataarialevel=1><span datacontrast=auto>Certified Business Continuity Professional CBCP Certified Disaster Recovery Engineer CDRE or equivalent certifications is preferred<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=16 datalistdefnprops= dataariaposinset=11 dataarialevel=1><span datacontrast=auto>Prior tech industry financial services or FinTech experience is a plus<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=16 datalistdefnprops= dataariaposinset=12 dataarialevel=1><span datacontrast=auto>Masters degree a plus<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=15 datalistdefnprops= dataariaposinset=13 dataarialevel=1><span datacontrast=auto><span dataccppara=>Outstanding communicator<span><span dataccppara=><span><span dataccppara=> written and verbal<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=15 datalistdefnprops= dataariaposinset=14 dataarialevel=1><span datacontrast=auto><span dataccppara=>Effective team member with an ability to build rapport and leverage relationships<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=15 datalistdefnprops= dataariaposinset=15 dataarialevel=1><span datacontrast=auto><span dataccppara=>Excellent project management skills in fastpaced deadlineoriented environment<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=15 datalistdefnprops= dataariaposinset=16 dataarialevel=1><span datacontrast=auto><span dataccppara=>Experience drafting project plans holding teams accountable to their deliverables and producing final reports<span><span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=15 datalistdefnprops= dataariaposinset=17 dataarialevel=1><span datacontrast=auto>Strong interviewing and listening skills<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=17 datalistdefnprops= dataariaposinset=18 dataarialevel=1><span datacontrast=auto>Provide leadership guidance and professional developmentmentoring to professionals at all levels<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=17 datalistdefnprops= dataariaposinset=19 dataarialevel=1><span datacontrast=auto>Familiar with Fusion Risk Management and the Everbridge tool suites<span><span dataccpprops=> <span><li> <ul><p><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Benefits<span><strong><span dataccpprops=> <span><p> <p><span datacontrast=auto>The base salary range for this role is $140000 to $170000 iCapital offers a compensation package which includes salary equity for all fulltime 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<span><span dataccpprops=> <span><p> <p><span datacontrast=auto><span dataccpchar=>We believe the best ideas and innovation happen when we are together We offer most employees the flexibility to work in the office three or four days Every department has <span><span dataccpchar=>different needs<span><span dataccpchar=> and some positions will be <span><span dataccpchar=>designated<span><span dataccpchar=> inoffice jobs based on their function <span><span><span dataccpprops=> <span><p> <p><span datacontrast=auto>For additional information on iCapital please visit <span><span datacontrast=none><span dataccpchar=>httpswwwicapitalnetworkcomaboutus<span><span><span datacontrast=auto> Twitter icapitalnetwork | LinkedIn <span><span datacontrast=none><span dataccpchar=>httpswwwlinkedincomcompanyicapitalnetworkinc<span><span><span datacontrast=auto> | Awards Disclaimer <span><span datacontrast=none><span dataccpchar=>httpswwwicapitalnetworkcomaboutusrecognition<span><span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><p> <p><span datacontrast=none>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<span><span dataccpprops=> <span><p>
Client Support Engineer - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 18, 2024
iCapital, a leading financial technology platform, is seeking a Client Support Engineer. The role involves managing and troubleshooting client technical support requests for structured investments, annuities, and alternative investments. The ideal candidate should have a Bachelor's degree in computer science or related field, 5+ years of client-facing technical support experience, strong technical background, excellent communication skills, and problem-solving abilities. The company offers a competitive salary, equity, annual performance bonus, and comprehensive benefits package. iCapital is an Equal Employment Opportunity and Affirmative Action employer.
Platform Infrastructure Cloud, SRE Engineer - Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 17, 2024
iCapital, a leading financial technology platform, is seeking a Vice President of Platform Infrastructure. The role involves utilizing advanced cloud capabilities to support the company's strategy of market agility and lean operating principles. The ideal candidate should have extensive DevOps, TechOps, or SRE experience, with a strong focus on AWS, microservices, and container management. The role offers a competitive salary package and comprehensive benefits, including equity, performance bonuses, and flexible work arrangements.
Full Stack Engineer - Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 17, 2024
iCapital is a financial technology company that provides a platform for alternative investment. They are looking to hire a Senior Full Stack Engineer to work on new features and enhancements.
Platform Implementation Specialist - Analyst / Associate
Company: iCapital
Location: New York City, NY
Posted Mar 18, 2024
iCapital is seeking a motivated candidate to join the Implementation team, responsible for managing client integrations and platform experience. The ideal candidate should have project management experience, strong interpersonal skills, and a desire to work in a fast-paced environment. The role offers a competitive salary, equity, and a comprehensive benefits package. iCapital is an Equal Employment Opportunity employer.