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Location: New York, New York, United States About the Role iCapital is seeking a Technology Program Manager to partner closely with Engineering and Technology leadership teams to deliver complex, high-impact initiatives across the firm’s most critical technology priorities. This role sits at the intersection of strategy and execution, bringing best-in-class program management practices to large-scale, cross-functional initiatives. The team operates in an internal consulting capacity, driving clarity, alignment, and disciplined execution across multi-team programs. This individual will engage across a diverse portfolio including greenfield software development, enterprise vendor implementations, cloud and infrastructure initiatives, data and analytics and machine learning efforts, and broader technology innovation programs. As iCapital continues to scale, the company is increasingly leveraging AI-enabled tools and automation to enhance engineering productivity and program transparency. This role requires comfort operating in an AI-augmented environment, identifying opportunities to use emerging technologies to improve planning, reporting, decision-making, and cross-team coordination. This is a leadership and execution role focused on orchestration, visibility, and delivery excellence; it does not involve hands-on coding or testing. Responsibilities Lead end-to-end delivery of complex, cross-functional technology programs spanning multiple engineering teams. Partner with the Engineering teams to define scope, roadmap, milestones, and measurable outcomes. Establish clear governance, reporting, and risk management practices to ensure transparency and accountability. Communicate program status, risks, dependencies, and mitigation strategies to senior stakeholders. Collaborate with Technology leadership to shape forward-looking strategy and execution frameworks. Drive continuous improvement initiatives to enhance delivery effectiveness across the broader Technology teams. Bring structure and clarity to ambiguous or evolving initiatives. Qualifications 5-10 years of relevant experience Bachelor’s degree in engineering, computer science, business administration, or related field preferred Experience in at least two of the following: technical program management, financial services industry, or technology or financial services consulting Strong understanding of software development lifecycle (SDLC) methodologies Familiar with relational database concepts and data modeling Exposure to cloud technologies (i.e. AWS) Experience with project management tools such as JIRA, Monday.com, or similar platforms Able to influence stakeholders and build consensus across diverse viewpoints Strategic thinker who can connect big-picture objectives to detailed execution plans Comfortable navigating complexity and ambiguity Exceptional verbal and written communication skills and organizational skills with attention to detail Strong interpersonal skills with a collaborative, team-oriented mindset Able to operate effectively both independently and within cross-functional teams PMP certification is a plus Benefits The base salary range for this role is $100,000 to $120,000.  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.

Location: Salt Lake City, Utah, United States About the Role iCapital is looking for a Software Developer in Test to join the Quality Assurance team. The ideal candidate brings practical knowledge of agile development methodologies and engineering best practices. As a Software Developer in Test (SDET), this role will work closely with the Development and Testing team. This individual will serve as a hands-on test engineer capable of understanding, enhancing, and implementing existing automation test frameworks. This role will also collaborate closely with other engineers and product managers to support feature‑based testing. Responsibilities Build and implement robust automated test suites for API and backend services. Develop and maintain automated tests using Behave (BDD) and Python, ensuring coverage of new features and system enhancements. Integrate automated test suites into existing GitLab CI/CD pipelines and deployment workflows. Maintain and improve automation frameworks to accommodate evolving system architecture, including blockchain‑based components. Collaborate with developers, product managers, and DevOps engineers to ensure testability and quality across distributed systems. Create and manage defect workflows integrated with tools such as JIRA, ensuring clear communication and traceability. Define, track, and publish meaningful QA metrics to support automated test development, execution, and overall quality reporting. Build and maintain performance and load testing suites for critical backend services and smart‑contract interactions. Perform all types of testing as needed like functional, API, automation, performance, and integration testing. Contribute to continuous improvement of QA processes, tooling, and best practices within an agile environment. Qualifications 8+ years of experience with QA engineering delivery experience with a strong focus on backend and API testing 4+ years of delivery within Agile SDLC teams ideally with CICD Hands-on Python programming experience, including strong knowledge of Behave (BDD), test-driven development (TDD), and QA design patterns. Strong experience testing REST APIs, backend microservices, and distributed systems Experience working with blockchain technologies (i.e. smart contracts, distributed ledgers, and blockchain node interaction) is preferred Solid understanding of CI/CD tooling and pipelines, especially GitLab CI/CD Proven knowledge of testing tools such as Behave, PyTest, Postman or REST Tools, JMeter or similar performance tools Proficient in CI/CD technologies like Gitlab, Git, Jenkins, and Docker Working knowledge of Python AI Integration experience is preferred Exposure to banking or finance environments is preferred Benefits The base salary range for this role is $110,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is looking to hire a Assistant Vice President or Vice President to join the new m+ ETF Distribution team responsible for growing assets under management (AUM) by promoting and distributing the firm’s new ETF lineup to financial advisors, RIAs, Broker Dealers, and TAMP platforms. This role sits at the intersection of capital markets, portfolio construction, and relationship management.  This high-performing leader will report to the m+ funds Division Manager and will work on a team of professionals who are making an impact at iCapital. This individual is strategic, entrepreneurial, hands-on, and able to manage multiple clients, while developing new relationships. Responsibilities Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. Onboard new clients, through existing wealth management home office relationships, to iCapital’s best-in-class network. Work with other Sales teams within iCapital to expand the reach of m+ ETFs within the iCapital ecosystem. Educate advisors on the merits of m+ ETFs as part of client portfolios. Travel regularly in the market to meet with advisors and clients to support new and existing business. Utilize contact management system to capture information, schedule follow up activities and manage pipeline. Collaborate with the Marketing team on email campaigns, webinars, industry events, etc. Collect and maintain competitor analysis. Qualifications 7+ years of experience working within the investment industry in a client facing capacity (i.e. external wholesaler, internal wholesaler, relationship manager, product specialist),ETF Sales experience is highly preferred, capital markets or derivatives experience is a plus Bachelor’s degree in a related field Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process Strong understanding of ETFs (structure, tax treatment, liquidity), portfolio construction, and creation/redemption mechanics Self-sufficient and able to explain complex concepts simply Proven sales or relationship-management experience Comfortable with market volatility and performance conversations Able to sell and provide support across multiple m+ ETF strategies Series 7 and 63 licenses are required Experience covering RIA aggregators, larger RIAs, and independent broker-dealers and strong relationships with these client segments is preferred Willing to travel 50% of the work schedule Benefits The base salary range for this role is $130,000 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.

Location: New York, New York, United States About the Role iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments m+ ETF Distribution team to focus on sales in the Western region. This high-performing leader will oversee all aspects of selling the ETF strategies to financial professionals, primarily in the RIA and IBD space. This role will report to the m+ funds Division Leader and will work on a team of professionals who are making an impact at iCapital. This individual is strategic, entrepreneurial, hands-on, and able to manage multiple clients, while developing new relationships. Responsibilities Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. Work with other Sales teams within iCapital to expand the reach of m+ ETFs within the iCapital ecosystem. Educate advisors on the merits of m+ ETFs as part of client portfolios. Onboard new clients to iCapital’s best-in-class network to support business growth. Travel regularly in the market to meet with advisors and clients to support new and existing business. Utilize contact management systems to capture information, schedule follow up activities and manage pipeline. Collaborate with the Marketing team on email campaigns, webinars, and industry events. Collect and maintain competitor analysis. Qualifications 2-5+ years of experience working within the investment industry in a client facing capacity (i.e. external wholesaler, internal wholesaler, relationship manager, product specialist), asset management or ETF sales experience is highly preferred, structured investments experience a plus Bachelor’s degree in a related field Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process Self-sufficient and a self-starter Able to sell and provide support across multiple m+ ETF strategies Series 7 and 63 licenses are required Experience covering RIA aggregators, larger RIAs, and independent broker-dealers and strong relationships with these client segments is preferred Willing to travel 25% of the work schedule 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.

Location: Anywhere in France Workplace: Hybrid HEALTH CAN’T WAIT. Not for symptoms to get worse. Not for a six‑month appointment. Not for a system to catch up. But that’s exactly how healthcare works today. You wait, until you can’t. Alan exists to end the wait. Health is a universal right, and we believe this right can only become real when it’s coupled with prevention. We need to stop treating health as something we repair and start treating it as something we build, every day. It’s not solely a question of willpower. It’s the healthcare system itself that needs to work for everyone, in a sustainable way. So we are building the new standard in prevention insurance. Alan is the first company that integrates insurance, prevention, and care into a single, acclaimed user experience. We are on an incredible journey to build a global leading company, with a unique culture https://alan.com/en/careers. We already partner with 40K+ companies of all sizes, serving more than 1M+ members, and have reached €800M+ in ARR. Prevention as the new norm. That's what we're building with our team of 1000+ people. If it speaks to you: we're hiring across France, Spain, Belgium, and Canada. And beyond. ⭐️ MEDICAL LEAD - TELEMEDICINE ⭐️ Our Health Professionals team embeds clinical expertise across Alan's integrated model to deliver innovative healthcare services with quality, efficiency, and compelling differentiation. We're scaling Alan's telemedicine offering to become a cornerstone of our integrated model - teleconsultations, medical chat, and AI agents working together to deliver exceptional care. You'll grow and lead our team of 50+ health -professionals - General Practitioners (GPs), medical specialists, nutritionists, midwives, physiotherapists - across multiple telemedicine offerings and geographies. You will define clinical practices that balance excellence with effectiveness for optimal patient experience, embedding value-based healthcare principles throughout. Day to day, you will collaborate with a dedicated Ops team to monitor and drive excellence of those health services. THE CHALLENGES Lead and develop the team - Scale and lead a remote-first team - recruit, onboard, and manage 50+ health professionals (primarily GPs), across geographies, fostering engagement around shared outcomes and integrated care. - Establish a feedback culture - shape a medical team where professionals embrace peer feedback and case reviews for continuous improvement, in a supportive and benevolent environment. - Establish medical governance and ensure quality & safety - set up clinical committees, case reviews, and incident management. Develop protocols aligned with national guidelines and Alan member first mindset, define appropriate teleconsultation use cases, ensure compliance. Monitor and improve clinical practice - Define clinical practices for integrated care - create telemedicine guidelines that optimize medical quality, patient experience, and cost-effectiveness across the care pathway. - Drive outcomes that matter - establish metrics beyond process indicators: health impact, member experience, cost-effectiveness, and specific clinical patterns and contribute to their monitoring and analysis. Contribute to shaping tomorrow's care - Shape AI-augmented practice - collaborate with product teams to integrate AI effectively into clinical workflows - Inform care navigation development within Alan - bring clinical expertise to guide patients toward optimal prevention and care pathways across Alan Clinic and external providers ⭐️ If you have some of the following, you may be a great fit ⭐️ CORE REQUIREMENTS: - Medical degree (GP or relevant specialty), registered with French Medical Council, 5+ years post-qualification experience. Public health or digital health training is a plus. - Fluent English and French; third language is a plus - Team leadership experience - you've managed medical teams and/or coordinated complex cross-functional projects. - Corporate healthcare experience (health tech, insurers, digital health) or public health sector outside hospitals. You grasp business and organizational dynamics, and collaborate naturally with non-medical teams. - Digital health & telemedicine experience (Qare, Livi, Doctolib, etc.) with genuine excitement about AI as an enabler of better care - Value-based healthcare experience - you've designed care pathways that balance clinical quality, patient experience, GP engagement, and cost-effectiveness in real-world settings. You proactively discuss healthcare economics and resource allocation, seeing thoughtful resource use as essential to good medicine. HOW YOU WORK: - You are entrepreneurial with bias for action - you thrive in fast-moving environments, make decisions with incomplete information, and iterate quickly - You are a strong communicator and change leader - you embrace and foster feedback culture, bringing physicians along on change through empathetic challenge PLUS: - Experience in integrated care models or health insurance medical operations - Track record scaling medical teams in growth environments - Familiar with French telemedicine regulatory framework and healthcare system Experience level: We're looking for physicians with 5-10 years of post-qualification experience 🙌 PERKS & BENEFITS At Alan, we believe that being in good health is a basic need, and it starts with our employees. This is why Alaners are provided with a stimulating environment and perks ensuring they are happy, efficient and spend only high-quality time with co-workers. Therefore, we offer: - Fair rewards. Generous equity packages complement your base salary. - Flexible Office. Amazing office space at our HQ, sponsored co-working hubs or a full-remote experience with home office equipment sponsorship, we want you to live where you’re the happiest. - All the tools you need. Top of the range equipment: Macbook Pro, keyboard, laptop stand, monitor, and Bose noise-canceling headphones. - Flexible vacation policy and flexible working hours. organize your time as you wish. - Delightful healthcare insurance: Extremely comprehensive health insurance - 100% for you and your children, 90-100% for partners depending on your country (permanent contracts only). - Transport. Country-specific commuter benefits. - Learning & Training opportunities. A highly flexible Training policy free books and budget to attend and speak at conferences if the opportunity arises. - Personal growth through coaching: At Alan, coaching isn't just a perk - ****it's core to who we are. Every Alaner is paired with a dedicated coach from day one, who helps maximize their impact, nurture engagement, and navigate Alan's values to develop their full potential. Learn more about our coaching culture https://alan.com/en/blog/discover-alan/a/alan-culture-excellence-through-coaching. Parental leave. Extended parental leave for all new parents.

Location: Salt Lake City, Utah, United States About the Role iCapital is looking to a hire a Vice President to join the Platform Infrastructure team. This team plays a critical role in keeping the production and development environments running smoothly and securely.  This role will utilize advanced cloud capabilities to facilitate Platform Infrastructure strategy of market agility and lean operating principles with a strict focus on quality to meet the ever-growing demands of clients. The ideal candidate is highly collaborative, creative, intellectually curious and passionate about forming and implementing cutting-edge cloud computing capabilities. As a Platform Engineer, this individual will be wearing multiple hats in a highly visible role interacting with all aspects of the business. Responsibilities Build highly available solutions across the entire SDLC stack with a primary focus on an internet facing fintech site. Coordinate the relationship between the Platform Infrastructure team and the Information Security Team in remediating security issues related to platforms, CI/CD pipelines, or development tools. Contribute to security best practices for shifting security left and establishing a strong security culture within the DevOps and Platform Infrastructure team. Develop and maintain tools to support the development environment on MacOS and Linux tool environment with focus on improving developer productivity. Maintain site reliability with a focus on building highly scalable systems integrating resiliency and high availability at all levels. Develop software and tooling to secure and automate cloud infrastructure building software delivery capabilities with fully automatic workflows. Design and operate a Kubernetes environment for container management and orchestration. Qualifications 6+ years of DevOps or SRE experience with 4+ years of AWS experience 6+ years of CI/CD pipeline development in GitLab, GitHub, or similar frameworks 3+ years of experience with security best practices in AWS, including remediating SecurityHub findings 3+ years of experience with DevSecOps tools, including SAST tools, DAST tools, and SCA tools Microservices (Docker, Kubernetes) experience in a production environment is strongly desired Strong Linux OS-level and command-line and scripting knowledge and configuration management principles Working knowledge of databases such as MongoDB, Postgres, and DynamoDB Coding beyond simple scripting with strong opinions on maintainable and reusable code in Python, Ruby or Java is desired Experience with computer provisioning on a Cloud based platform using Terraform or Cloud formation Exceptional analytical skills and able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions Experience building a Microservice based architecture Strong written and verbal communication skills Able to design and implement complex, but easily managed, automated infrastructure A desire to share, teach and learn as part of a team Expert level knowledge of networking Experience with distributed systems design, maintenance, and hands-on troubleshooting Experience with debugging issues with the FIX protocol to include maintaining and establishing fix sessions and or session management + order routing Experience in system tuning and performance testing AWS certifications are a plus Benefits The base salary range for this role is $150,000 to $170,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Salt Lake City, Utah, United States About the Role iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on trade reconciliations. This team plays a critical role in supporting the firm’s growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle. The team supports investors, financial advisors, home office personnel, administrators, and numerous internal parties. This role centers on providing comprehensive operational support around trade reconciliations for feeder funds and direct funds. Responsibilities Review and analyze daily trade reconciliation exceptions generated by a third-party reconciliation provider, ensuring timely evaluation and resolution. Assist in investigating root causes of breaks, determining the correct next steps and ensuring discrepancies are resolved efficiently. Partner with fund administrators, custodians, and third-party service providers to remediate breaks Escalate exceptions promptly when resolution requires additional internal support, cross-functional input, or poses client, financial or operational risk. Monitor and track aging breaks, ensuring open items are resolved. Collaborate with the Technology team to automate and integrate aspects of the process with the platform. Help define and document new workflows, controls and standard operating procedures. Qualifications Bachelor’s degree in a related field 1-5 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry Excellent organizational skills and attention to detail Strong interpersonal, written, and verbal communication skills Able to meet deadlines and work effectively under pressure Proven ability to multi-task and work both independently and as a team player Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel) Interest or knowledge in technology Benefits The base salary range for this role is $60,000 to $80,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Stamford, Connecticut, United States About the Role iCapital is looking for a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team.  iCapital is looking to hire a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team. This role will serve as a senior individual contributor responsible for managing complex client relationships, leading high-impact initiatives, and delivering exceptional service across a portfolio of clients. The ideal candidate will partner with internal and external stakeholders to resolve complex data and reporting challenges, drive operational improvements, and support strategic client objectives. This role combines finance, technology, and client delivery. The successful candidate will possess strong analytical and problem-solving skills, a deep understanding of wealth management technologies and reporting, and the ability to influence outcomes across teams while maintaining a client-first mindset. 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 Analysis of private equity and hedge fund statements for input into system Work with clients and partners to resolve data issue Develop and strengthen client relationships: Client onboarding Client account setup and training Day-to-day support and issue management Software maintenance and setup: System setup and configuration New client setup New financial account and asset set-up and classification 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/adoption of policies, procedures, and controls. Qualifications 7+ years of experience in a related field Bachelor's degree from a rigorous undergraduate program Excellent customer relation skills and able 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 and/or custodians such as Pershing, Schwab, or Fidelity Proactively assess and act upon client and company needs 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 & 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 & 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, investment advisors work Critical thinker, that possesses strong problem-solving skills and is able to 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 $90,000 to $120,000.  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.

Location: New York, New York, United States 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 2-5+ 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 $100,000 to $140,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Salt Lake City, Utah, United States About the Role iCapital is looking for an Associate to join its Fund Finance Private Capital team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, senior management, and clients on a variety of accounting and reporting processes. This role will report to a Vice President, Fund Finance Private Equity. Responsibilities Work with iCapital’s implementation teams with regards to new business and fund launches. Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective. Determine commitment sizes to underlying funds and conduct analysis on feeder fund expenses. Oversee quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs. Review and sign-off on capital call and distribution cash analysis, investor allocation files and notices prepared by third party admins and Associate or AVP members of the Fund Finance team. Participate in management-level meetings internally and externally. Attend prospective clients’ on-site due diligence. Approve and release quarterly management fee payment wires. Facilitate and work with iCapital Technology and Product teams to drive process automation and efficiency. Monitor fund’s compliance with the partnership operating agreement terms. Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP. Qualifications Bachelor’s degree in accounting or finance 3 to 6 years of financial services or asset management accounting and operations experience Alternative investments fund administration and operations is a plus Advanced degree and/or credentials, or progress towards MBA, CPA, CFA, or CAIA designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment Strong verbal, written, and interpersonal communication skills Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $70,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Salt Lake City, Utah, United States About the Role iCapital is seeking an Associate to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional support experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence. The ideal candidate will build strong client relationships and become a strategic problem solver together with team Leads and Associates. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction and operational processes as a team. Responsibilities Develop an in-depth understanding of all interfaces on the iCapital platform, ensuring the seamless launch of fund launches, recurring client activities, and ongoing health of our alternative clients with key relationships with wirehouses, RIAs, and IBDs. Execute end-to-end technical and operations deliverables on recurring platforms, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities. Partner closely with Product and Technology teams to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies. Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces. Act as the primary contact for clients, managing inquiries and optimizing their platform experience while also prioritizing and categorizing requests for efficient resolution. Meet and exceed service level agreements and performance targets through effective queue management. Work with internal teams to escalate and resolve high-priority issues, ensuring quick resolution. Enhance and maintain product documentation and internal resources to support platform users. Maintain fund collateral and offerings to keep the platform updated with varying alternative investment products. Qualifications 2-5+ years of experience in a client-facing role within the finance industry Bachelor’s degree is required Experience analyzing complex technical problems, breaking them down into actionable steps and driving them toward a resolution Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities Proactive team member who seeks ways to improve client satisfaction and operational efficiency, contributing positively to our team culture and client success Experience with support ticketing tools and a strong foundation in technical troubleshooting with the ability to take a patient and client-centric approach to delivering technical and platform support Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic Able to convey complex concepts clearly and concisely to a diverse audience High attention to detail with the ability to manage complex workflows, identify discrepancies, and ensure accuracy across platform operations and client deliverables Self-starter with a strong sense of ownership; able to work independently, prioritize effectively, and proactively drive issues through resolution Strong technical aptitude, including comfort working “under the hood” of platforms to understand system behavior, workflows, and dependencies Ability to analyze technical and operational issues using structured problem-solving, including reviewing data, logs, or system outputs to identify root causes Comfort translating technical concepts and platform behavior into clear, actionable explanations for both clients and non-technical internal partners Benefits The base salary range for this role is $70,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Stamford, Connecticut, United States 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.

Location: Sunnyvale, CA; Menlo Park, CA Workplace: onsite OVERVIEW Welo Data is looking for a skilled Data Analyst to join our team and contribute to advancing AI technologies. This role offers a unique opportunity to engage directly with cutting-edge AI products, supporting the refinement and performance of machine learning models through precise data analysis and quality assurance. Project Details Job Title: Data Analyst Location: Bay Area, CA (Onsite) Hours: Full-time, 40 hours per week Employment Type: W2 Full-Time Employee Must have valid work authorization in the US (Welocalize does not sponsor VISAs at this time). This role is an incredible chance to be at the forefront of AI technology, helping shape the future by testing new products, updating machine learning models, and ensuring high-quality data for impactful AI solutions. Key Responsibilities Test new AI products and provide actionable feedback to improve functionality and user experience. Conduct detailed data annotation and quality assurance of natural language datasets following established guidelines. Collaborate in updating and refining machine learning models to boost accuracy and effectiveness. Analyze data for consistency, relevancy, and alignment with project goals. Perform quality control to identify and report anomalies, error patterns, and discrepancies. Use basic data analysis methods to extract insights and support continuous improvement. Prepare clear and concise reports on findings, including observations on data quality, AI model performance, and user feedback. Preferred Qualifications University degree in linguistics, translation, or a related field. 3-5 years of professional linguistics experience. Strong analytical skills with the ability to detect patterns and anomalies. Excellent communication skills and the ability to work collaboratively in a fast-paced environment. Adaptability to evolving priorities and project requirements. Benefits Paid Sick Time & Paid Holiday (combined): 15 days Paid Holidays: Memorial Day and Labor Day Medical Insurance (subject to eligibility requirements) Dental Insurance Vision Insurance Health Savings Account (HSA) Voluntary Life Insurance Accident, Critical Illness, and Hospital Indemnity Insurance Telemedicine Benefit 401(k) Retirement Plan Employee Assistance Program Please note that in order to verify work authorization as is required by Federal law (I-9 process), all new employees must complete a live video verification with their selected IDs and provide photos of these selected IDs within their first 3 days of employment. To know more details (Click here) In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.  In addition, we employ anti-fraud checks to ensure all candidates meet the requirements of the program. As a trusted global transformation partner, Welocalize accelerates the global business journey by enabling brands and companies to reach, engage, and grow international audiences. Welocalize delivers multilingual content transformation services in translation, localization, and adaptation for over 250 languages with a growing network of over 400,000 in-country linguistic resources. Driving innovation in language services, Welocalize delivers high-quality training data transformation solutions for NLP-enabled machine learning by blending technology and human intelligence to collect, annotate, and evaluate all content types. Our team works across locations in North America, Europe, and Asia serving our global clients in the markets that matter to them. www.welocalize.com To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Location: Seattle, WA Workplace: onsite OVERVIEW Welo Data is looking for a skilled Data Analyst to join our team and contribute to advancing AI technologies. This role offers a unique opportunity to engage directly with cutting-edge AI products, supporting the refinement and performance of machine learning models through precise data analysis and quality assurance. Project Details Job Title: Data Analyst Location: Seattle (On-site) Hours: Full-time, 40 hours per week Start Date: November 2025 Employment Type: W2 Full-Time Employee Must have valid work authorization in the US (Welocalize does not sponsor VISAs at this time). This role is an incredible chance to be at the forefront of AI technology, helping shape the future by testing new products, updating machine learning models, and ensuring high-quality data for impactful AI solutions. Key Responsibilities Test new AI products and provide actionable feedback to improve functionality and user experience. Conduct detailed data annotation and quality assurance of natural language datasets following established guidelines. Collaborate in updating and refining machine learning models to boost accuracy and effectiveness. Analyze data for consistency, relevancy, and alignment with project goals. Perform quality control to identify and report anomalies, error patterns, and discrepancies. Use basic data analysis methods to extract insights and support continuous improvement. Prepare clear and concise reports on findings, including observations on data quality, AI model performance, and user feedback. Preferred Qualifications University degree in linguistics, translation, or a related field. 3-5 years of professional linguistics experience. Strong analytical skills with the ability to detect patterns and anomalies. Excellent communication skills and the ability to work collaboratively in a fast-paced environment. Adaptability to evolving priorities and project requirements. Benefits Paid Sick Time & Paid Holiday (combined): 15 days Paid Holidays: Memorial Day and Labor Day Medical Insurance (subject to eligibility requirements) Dental Insurance Vision Insurance Health Savings Account (HSA) Voluntary Life Insurance Accident, Critical Illness, and Hospital Indemnity Insurance Telemedicine Benefit 401(k) Retirement Plan Employee Assistance Program Please note that in order to verify work authorization as is required by Federal law (I-9 process), all new employees must complete a live video verification with their selected IDs and provide photos of these selected IDs within their first 3 days of employment. To know more details (Click here) In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.  In addition, we employ anti-fraud checks to ensure all candidates meet the requirements of the program. As a trusted global transformation partner, Welocalize accelerates the global business journey by enabling brands and companies to reach, engage, and grow international audiences. Welocalize delivers multilingual content transformation services in translation, localization, and adaptation for over 250 languages with a growing network of over 400,000 in-country linguistic resources. Driving innovation in language services, Welocalize delivers high-quality training data transformation solutions for NLP-enabled machine learning by blending technology and human intelligence to collect, annotate, and evaluate all content types. Our team works across locations in North America, Europe, and Asia serving our global clients in the markets that matter to them. www.welocalize.com To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Location: Salt Lake City, Utah, United States About the Role iCapital is looking to hire an Assistant Vice President or Vice President Fund Attorney to join the Funds Legal team with a primary focus on U.S. and Cayman private funds. The scope of this role will include representing private funds, both open end and closed end, on a wide spectrum of matters including compliance and U.S. and international regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, and corporate transactional matters. The ideal candidate has strong regulatory experience (including Regulation D and the Investment Company Act of 1940) as well as experience in both drafting and negotiating private fund documents, side letters, placement agreements and related fund materials. Responsibilities Negotiate various agreements with counterparties including fund managers and distribution agents. Draft and review private fund offering materials, partnership agreements, and other private fund legal documentation. Advise on the legal implications of offering new and existing products and services. Coordinate outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work. Draft and review various contracts, non-disclosure agreements and other legal documentation. Assist with regulatory filings and perform research projects as required. Qualifications 4+ years of fund formation experience within the Investment Management space Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA regulations Member in good standing of Utah Bar, another state or jurisdiction Law firm or in-house experience at an asset management firm is a plus Strong interpersonal and leadership skills Willingness to learn new topics and work in an evolving business environment Organized and detail-oriented with big picture capability Benefits The base salary range for this role is $160,000 to $180,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: United States Workplace: remote Park IP, a Welo Global brand, is a global IP solutions partner built for modern intellectual property work. The company enables legal teams to protect intellectual assets with accuracy, clarity, and confidence across jurisdictions. Trusted by Am Law 200 firms and Fortune 500 corporate legal departments, Park IP combines deep IP expertise with AI-powered workflows that reduce risk, improve predictability, and deliver greater visibility and control across the IP lifecycle, from prosecution to litigation and compliance. Its Legal Studio platform strengthens portfolio management through jurisdiction-specific coordination and real-time oversight, while experienced IP professionals remain accountable for quality and judgment. Operating under ISO-aligned quality and security standards, Park IP advances a disciplined and transparent approach to managing intellectual property worldwide. parkip.com  OVERVIEW   The Business Development Director will work as a part of the global Sales Team and is responsible for generation of new leads, closing of new business and up-selling within the current client accounts. While often working on her/his own initiative, the role requires large degree of co-operation among all stakeholders involved in the sales cycle process. Some travelling will be necessary.   ESSENTIAL DUTIES AND RESPONSIBILITIES   - Development of an effective understanding of the Company’s business and services. - Promotion of Welocalize’ s competitive value and expertise in the localization industry. - Researching and analyzing industries in order to identify new business opportunities. - Establishing and maintaining client relationships. - Working knowledge of our contact database, invoicing system, and project management software. - Working with the Program Directors, Enterprise Project Managers and/or Project Manager (PM) to create account plans, RFPs, SOWs, quotes and ensuring that administrative details are handled efficiently and effectively. - Working effectively as a team with operations to exceed client expectations. - Working in a global team defining the underlying value proposition and service offerings for your existing clients and new client targets. - In conjunction with your manager, taking responsibility and accountability for designated clients and projects. - Collaboration with your manager and global team to define internal and external expectations and align those to specific deliverables. - Attending and participating in weekly department meetings. - Identifying and resolving client concerns. - Participation in industry conferences to network, acquire industry education, build new leads and sustain current client relationships. Generating profitable sales that meets territory objectives through meeting and/or exceeding established sales targets. - Cultivating and building strong business relationships with key decision makers. - Management of the complete sales cycle from prospecting through to closing. - Prospecting via phone, e-mail and other mediums; follow-up calls, emails. - Demonstrating and educating the value of the service to the buyer. - Obtaining and provision of territory information regarding market intelligence and penetration. - Accurate planning and reporting of all sales related metrics. - Generation of a qualified pipeline for new business and existing clients. - Completing of required sales reporting and ensures accurate 90-day, 60-day and 30-day forecast updated weekly. QUALIFICATION AND REQUIRED SKILLS Education: Bachelor’s degree (BA), or equivalent work experience. Required skills: Must have Sales Experience in the legal sector (e-discovery, litigation, and IP are the primary areas) and able to demonstrate success in a like industry and position or similar. Must have current experience working with a sales quota on a monthly / yearly basis. Sales experience in the Legal Services sector or in the Translation / Localization space. Must have an understanding and proven track record working with Salesforce or related CRM. Has track record of procuring leads on his or her own while “owning” the business. Has track record of finding, closing and maintaining business including new and existing accounts. Strong computer skills. Other relevant skills: Excellent written and verbal communication skills. Detail oriented. Positive attitude. Outstanding problem solving skills. Ability to work well with others and independently in a multi-cultural atmosphere. List of Benefits:   - Medical Insurance - Telemedicine Benefit - Dental Insurance - Vision Insurance - FSA and HSA - Life and Disability Insurance - Vacation Time: unlimited - Sick Time: 6 days per year - Paid Holidays: 8 days per year - Employee Assistance Program - 401 (k) Retirement Plan - Paid Maternity Leave - Paid Adoption Leave   Welocalize carefully considers a wide range of compensation variables including geographic location, job scope and complexity, skill level, experience, or industry-specific knowledge.  Compensation will be mutually agreed upon at offer and may be above the posted range due to compensation variables.   Compensation: Base Salary Range $95K - $120K