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Location: New York, New York, United States About the Role iCapital is looking to hire a Vice President of Regulatory Reporting to join the Regulatory and Compliance team.  This position will work closely with the Senior Vice Presidents and Co-Chief Compliance Officers of the Registered Investment Advisers (RIAs) on a variety of compliance matters, most specifically those pertaining to regulatory reporting. Responsibilities Oversee the preparation of regulatory filings including, but not limited to, Form D, blue-sky notices, Form ADV, Form PF, certain 34 Act filings, BE-185, and international filings similar to blue-sky. Advise on regulatory developments affecting regulatory filings of RIAs. Provide compliance leadership and own the end-to-end process of regulatory reporting. Assist with other compliance-related matters as needed. Develop and implement various compliance functions and tests. Leverage firm technology to assist in both internal and external reporting. Develop new procedures and amend existing ones as needed. Monitor industry-wide compliance initiatives as well as important federal, state, and non-U.S. regulatory developments and conduct analyses on how such developments impact our activities. Recommend solutions to resolve regulatory challenges. Liaise with other internal and external stakeholders. Qualifications Bachelor's degree in a related field 8+ years of experience, primarily focused on private funds and registered investment advisers Strong knowledge of various reporting obligations of registered investment advisers (Form ADV; Form PF), private funds (Form D; blue-sky) and reports required under the 1934 Act Excellent written and verbal communication skills Able to thrive in a fast-paced environment with a continuous learning mindset Self-motivated with robust project management and process development skills Experience with regulatory examinations, investigations or other interactions specifically with the SEC, FINRA and NFA Experience evaluating risk and mapping risk and controls across firm practices Skilled at developing other team members through mentoring or helping upskill Detail oriented with and able to assess and prioritize projects Benefits The base salary range for this role is $150,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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: Greenwich, Connecticut, United States About the Role iCapital is looking to hire a Vice President of Regulatory Reporting to join the Regulatory and Compliance team.  This position will work closely with the Senior Vice Presidents and Co-Chief Compliance Officers of the Registered Investment Advisers (RIAs) on a variety of compliance matters, most specifically those pertaining to regulatory reporting. Responsibilities Oversee the preparation of regulatory filings including, but not limited to, Form D, blue-sky notices, Form ADV, Form PF, certain 34 Act filings, BE-185, and international filings similar to blue-sky. Advise on regulatory developments affecting regulatory filings of RIAs. Provide compliance leadership and own the end-to-end process of regulatory reporting. Assist with other compliance-related matters as needed. Develop and implement various compliance functions and tests. Leverage firm technology to assist in both internal and external reporting. Develop new procedures and amend existing ones as needed. Monitor industry-wide compliance initiatives as well as important federal, state, and non-U.S. regulatory developments and conduct analyses on how such developments impact our activities. Recommend solutions to resolve regulatory challenges. Liaise with other internal and external stakeholders. Qualifications Bachelor's degree in a related field 8+ years of experience, primarily focused on private funds and registered investment advisers Strong knowledge of various reporting obligations of registered investment advisers (Form ADV; Form PF), private funds (Form D; blue-sky) and reports required under the 1934 Act Excellent written and verbal communication skills Able to thrive in a fast-paced environment with a continuous learning mindset Self-motivated with robust project management and process development skills Experience with regulatory examinations, investigations or other interactions specifically with the SEC, FINRA and NFA Experience evaluating risk and mapping risk and controls across firm practices Skilled at developing other team members through mentoring or helping upskill Detail oriented with and able to assess and prioritize projects Benefits The base salary range for this role is $150,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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: Greenwich, Connecticut, United States About the Role iCapital is looking to hire a Compliance Officer to support the relevant investment advisers serving the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will assist with the implementation and administration of compliance programs for the firm’s SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities involving these products or entities. Responsibilities Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11. Support the administration of the funds’ compliance and governance framework. Assist in monitoring compliance with fund governing documents. Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact. Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions. Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders. Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution. Support trading oversight frameworks, including best execution governance and related compliance practices. Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues. Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors. Qualifications Bachelor’s degree is required 6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA Experience evaluating risk and mapping risks and controls across business practices Able to collaborate with and provide guidance to colleagues across functions and levels Able to operate effectively in a fast-paced environment Detail-oriented, with the ability to assess and prioritize multiple projects Benefits The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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 Compliance Officer to support the relevant investment advisers serving the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds, and 1940 Act Registered Funds businesses. This individual will assist with the implementation and administration of compliance programs for the firm’s SEC-registered investment advisers, registered investment companies, NFA- and CFTC-registered commodity pools, and other compliance-related activities involving these products or entities. Responsibilities Maintain working knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, and Rule 6c‑11. Support the administration of the funds’ compliance and governance framework. Assist in monitoring compliance with fund governing documents. Monitor regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking, and assist in assessing their impact. Support ETF and Registered Funds initiatives by identifying regulatory risks, escalating issues, and helping develop practical solutions. Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders. Conduct post-trade compliance monitoring, portfolio guideline testing, and issue resolution. Support trading oversight frameworks, including best execution governance and related compliance practices. Perform compliance testing, reporting, and remediation tracking to support timely resolution of issues. Assist with compliance reviews of third-party service providers, including administrators, custodians, legal counsel, and auditors. Qualifications Bachelor’s degree is required 6+ years of compliance experience in the financial services industry, including experience with exchange-traded funds, derivatives, alternative investments, and the applicable regulatory landscape Experience supporting investment company, investment adviser, and NFA or CFTC compliance programs and requirements Experience supporting regulatory examinations, investigations, or other interactions with the SEC, FINRA, or NFA Experience evaluating risk and mapping risks and controls across business practices Able to collaborate with and provide guidance to colleagues across functions and levels Able to operate effectively in a fast-paced environment Detail-oriented, with the ability to assess and prioritize multiple projects Benefits The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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: Des Moines, Iowa, United States About the Role iCapital is looking to hire an Associate Product Trainer to support product adoption and utilization through comprehensive education for customers, partners, and employees. This role collaborates with Sales Leadership, Product Management, Product Marketing, and technical subject matter experts to ensure training effectively demonstrates how software features and functionality address business needs. The team's goals are to drive product utilization by educating the audience on iCapital’s software features and functionality, with an emphasis on how products can solve business needs. Responsibilities Coordinate and deliver structured, high-quality instructor-led onsite and virtual training sessions for customers, partners, and employees. Develop, update, and maintain job and product-specific training modules, programs, courses, certification materials, and curricula aligned with audience needs, business priorities, product lines, and current management strategies. Design, develop, and record product education content, including video and technical training materials, while maintaining training content within the Learning Management System (LMS). Communicate product functionality and translate complex technical concepts into clear, understandable terms, adapting technical information and training materials to support sales efforts and varying end-user needs. Partner with the Sales and Product Management teams to identify ongoing training needs, coordinate training schedules, and develop and deliver regularly scheduled training sessions. Monitor and document participant progress, skill levels, and competencies through observation and assessments while identifying opportunities to improve training programs and workforce processes. Establish evaluation methods and defined Key Performance Indicators (KPIs) to measure training effectiveness, product utilization, and end-user satisfaction following education and training. Serve as a central point of contact for training needs and identify opportunities to enhance training programs and processes. Support sales and marketing initiatives through travel, with the possibility of traveling up to 10% of the time. Qualifications 3+ years of corporate adult training experience, including proprietary software application training, instructional design for software applications, technical training, and adult learning theories and practices Experience working in the annuities or life insurance industry Strong verbal and written communication, training, presentation, and professional public-speaking skills, with experience delivering onsite and web-based training in ILT and vILT environments to individuals and groups with varying computer skills and educational levels Strong computer and software skills, including experience with virtual training and collaboration tools and LMS administration and maintenance Strong analytical and problem-solving skills, with the ability to quickly understand requirements, identify issues during software training, and develop timely solutions through education and training materials Strong work ethic and commitment to quality, with a disciplined, organized, and methodical approach to projects and tasks and strong attention to detail Able to work independently or collaboratively within a team environment Able to teach targeted skills and a strong commitment and drive to support participant success Willingness and ability to travel for business purposes up to 10%. Benefits The base salary range for this role is $75,000 to $90,000.  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. This position can be based in either the greater Des Moines, IA, area or the greater Salt Lake City, UT, area. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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 Spain 🐻 About Alan In Spain, many people struggle to get timely care because of long waiting times, limited access or a lack of time. Alan was built to change that. We combine health insurance and a virtual clinic in one app, so we can be a real health partner for our members. The Alan Clinic brings together more than 120 health professionals, available 7 days a week: GPs, midwives, psychologists, physiotherapists, dermatologists, paediatricians, nutritionists and paediatric nurses. Our members get truly integrated care: - 🩺 Video consultations for situations that do not need a live medical appointment - 💬 Mo, our AI health companion, which instantly answers everyday health questions. Its answers are reviewed and approved by our doctors. - 🎯 Prevention programmes (back pain, stress management) that are guided and personalised - 🧘 Alan Play, a playful approach to prevention built around physical activity, mental wellbeing and team spirit 🩺 What you'll do - Run video consultations with our members and give them clear, high-quality medical advice - Help with the medical review of Mo, our AI health companion, so its answers stay accurate and safe - Share your clinical expertise to help shape how AI is used in patient care 🔍 Who we're looking for We're hiring general practitioners who are comfortable with remote medicine and keen to join our video consultation team. - ✅ Medical degree valid in Spain, with the family medicine specialty (MIR) - ✅ Active registration with a Colegio Oficial de Médicos (colegiado) and valid work permit - ✅ Professional liability insurance that covers telemedicine (seguro de responsabilidad civil) - ✅ Working as a self-employed doctor (autónomo) - ✅ Currently practising in a medical centre - ✅ Fluent Spanish and English - ✅ Available at least 5 hours a week, on flexible hours and different days - ✅ 2 years of work experience (previous experience with Video-consultation is a plus) - ✅ Excited about bringing AI into your practice - ✅ Convinced that prevention and ongoing support make a real difference to patients' lives 🙌 Why join Alan? - 🏥 A structured medical framework. You work within clear guidelines that meet regulatory and ethical requirements, so care stays consistent, aligned and safe. Lead doctors support you with difficult clinical cases. - 🤝 A medical community. You join a team of health professionals (doctors, therapists and specialists) to discuss complex cases, share best practices and grow together. - 🤖 Help shape the future of medicine. What role should AI play in patient care? At Alan, doctors lead that conversation and are directly involved in building our AI. - 💰 Attractive terms. Lots of flexibility in how you organise your time and the chance to grow within a committed medical community.

Location: Salt Lake City, Utah, United States About the Role iCapital is looking to hire an Assistant Vice President Graphic Designer to join the team. This individual will create sophisticated, on-brand visual communications across iCapital’s marketing, brand, and investment content. Working closely with the Creative Director and cross-functional partners, this role will translate established creative concepts and complex financial information into clear, compelling designs for B2B audiences. The ideal candidate brings deep expertise in layout, typography, presentation design, and visual storytelling, along with experience in designing financial and investment content. Responsibilities Partner with the Creative Director to translate creative concepts into polished, high-quality visual designs across digital, print, presentation, and campaign work. Design a broad range of internal and external materials, including PowerPoint presentations, digital advertising, social graphics, campaign assets, brand collateral, event materials, and out-of-home advertising. Create investment-focused content, including market commentaries, white papers, thought leadership reports, product materials, infographics, charts, and executive presentations. Translate complex investment concepts, market themes, data, and product information into clear, engaging visual communications. Collaborate with the Marketing team, Product Marketers, Writers, and subject matter experts to understand objectives and ensure designs communicate key messages effectively. Apply iCapital’s visual identity consistently across deliverables while identifying opportunities to elevate the quality and impact of the work. Manage multiple projects and priorities, delivering accurate, high-quality work within established timelines. Collaborate with external agencies, vendors, and partners to maintain visual consistency and production quality. Contribute ideas during creative development and brainstorming sessions. Stay current on design trends, best practices, and emerging tools that can strengthen creative execution. Qualifications 8–10+ years of B2B graphic design experience, preferably within financial services, asset management, wealth management, fintech, investment management, or capital markets Strong portfolio demonstrating digital, print, presentation, editorial, and data-driven design, including financial or investment-related work Motion design and animation experience is a plus Demonstrated ability to translate complex financial concepts and data into clear, compelling visual communications Advanced proficiency in Adobe Creative Suite and PowerPoint Knowledge of typography, layout, color, visual hierarchy, and information design Strong project-management skills and the ability to manage multiple priorities in a fast-paced environment Exceptional attention to detail, sound creative judgment, and the ability to work independently and collaboratively Benefits The base salary range for this role is $85,000 to $110,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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 Senior Creative Campaign Producer is responsible for developing and executing integrated content campaigns across social media, digital marketing, executive communications, events, and thought leadership initiatives. This role leads the creative process from concept through final delivery, transforming complex business and financial topics into compelling content that drives engagement and advances iCapital’s brand and business objectives. The ideal candidate is an exceptional storyteller, writer, producer, and creative strategist who can develop breakthrough ideas, shape narratives, direct talent, and provide editorial leadership throughout production and post-production. Responsibilities Own the end-to-end development and execution of integrated brand, product, marketing, thought leadership, and investment content initiatives. Generate and shape breakthrough campaign ideas, creative platforms, and storytelling frameworks that elevate the iCapital brand and engage key audiences. Develop and pitch integrated campaign concepts with a clear activation strategy across social media, video, digital, email, events, thought leadership, communications, paid media, ales enablement and internal channels. Provide creative and editorial direction throughout post-production, including storytelling structure, pacing, graphics, animation, music selection, motion design, and final edit approvals. Ensure content remains aligned with brand standards, campaign objectives, audience needs, compliance requirements, and business priorities. Identify emerging content trends, storytelling formats, platform opportunities, and creative approaches that elevate iCapital’s content and thought leadership efforts. Measure content performance and apply insights to continuously improve creative effectiveness and audience engagement. Qualifications 10+ years of experience in creative production, content development, branded content, video production, advertising, agency, or in-house creative environments Proven experience developing content within financial services, asset management, wealth management, fintech, alternative investments, or other complex B2B industries Strong portfolio showcasing excellence in short-form content, integrated campaigns, creative storytelling, and multi-channel content activation across brand and investment-focused content Exceptional writing, storytelling, and creative development skills, with experience creating scripts, interview guides, treatments, presentations, storyboards, creative briefs, and other content assets Demonstrated ability to translate complex financial, investment, market, and industry topics into compelling, audience-focused stories and content experiences Exceptional communication, presentation, stakeholder management, and relationship-building skills, and able to collaborate effectively across creative, marketing, communications, investment, and business teams Experience balancing creative storytelling with regulatory, compliance, and business requirements within a highly regulated industry Benefits The base salary range for this role is $150,000 to $165,000.  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 X: @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 seeking an experienced Assistant Vice President or Vice President Creative Production Manager to join the Creative and Content team. This role leads the execution of integrated marketing and content initiatives from concept through delivery, including integrated marketing campaigns, thought leadership, video productions, brand initiatives, digital content, and internal communications. This individual will establish and optimize workflows, manage timelines and budgets, oversee production operations, and ensure all work is delivered efficiently and to the highest creative and operational standards. Responsibilities Lead projects through the full production lifecycle, from intake and scoping through launch, delivery, and archiving. Develop and manage project plans, timelines, budgets, resource allocations, production schedules, and key dependencies across multiple concurrent initiatives. Lead project kickoffs, stakeholder reviews, status meetings, and cross-functional standups to maintain alignment, accountability, and project momentum. Partner with the Creative, Content, and Marketing teams and business stakeholders to define project objectives, deliverables, timelines, resource requirements, and service-level expectations. Manage stakeholder feedback and approvals, translating input into clear, actionable direction for internal teams and external partners. Build and maintain relationships with agencies, production companies, freelancers, photographers, editors, crew members, and other creative vendors. Develop, negotiate, and manage project estimates, production budgets, statements of work, contracts, vendor deliverables, and overall spending. Oversee vendor and freelancer onboarding, ensuring alignment with project requirements, team processes, and brand standards. Serve as the primary liaison for Legal and Compliance, coordinating content submissions, managing revisions, and driving projects through final approval. Coordinate production logistics, including locations, travel, permits, releases, equipment rentals, and vendor support. Establish and continually improve production and content operations workflows, operational processes, and quality-control standards that increase efficiency, scalability, and consistency across the organization. Qualifications 7-12+ years of experience in production management, creative operations, project management, studio production, or in a related field Experience in financial services, fintech, asset management, wealth management, or another highly regulated industry Strong knowledge of video production, photography, post-production, digital content creation, and integrated campaign workflows Demonstrated experience managing production budgets, timelines, external agencies, freelancers, and creative vendors Able to manage multiple priorities and deadlines while maintaining a high level of attention to detail Strong understanding of integrated marketing campaigns and multi-channel content distribution Knowledge of current content production trends, emerging technologies, and best practices across digital, social, and video platforms Experience working with project management tools, workflow, and resource planning platforms to support production operations and team collaboration Benefits The base salary range for this role is $125,000 to $165,000.  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 X: @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 Assistant Vice President Graphic Designer to join the team. This individual will create sophisticated, on-brand visual communications across iCapital’s marketing, brand, and investment content. Working closely with the Creative Director and cross-functional partners, this role will translate established creative concepts and complex financial information into clear, compelling designs for B2B audiences. The ideal candidate brings deep expertise in layout, typography, presentation design, and visual storytelling, along with experience in designing financial and investment content. Responsibilities Partner with the Creative Director to translate creative concepts into polished, high-quality visual designs across digital, print, presentation, and campaign work. Design a broad range of internal and external materials, including PowerPoint presentations, digital advertising, social graphics, campaign assets, brand collateral, event materials, and out-of-home advertising. Create investment-focused content, including market commentaries, white papers, thought leadership reports, product materials, infographics, charts, and executive presentations. Translate complex investment concepts, market themes, data, and product information into clear, engaging visual communications. Collaborate with the Marketing team, Product Marketers, Writers, and subject matter experts to understand objectives and ensure designs communicate key messages effectively. Apply iCapital’s visual identity consistently across deliverables while identifying opportunities to elevate the quality and impact of the work. Manage multiple projects and priorities, delivering accurate, high-quality work within established timelines. Collaborate with external agencies, vendors, and partners to maintain visual consistency and production quality. Contribute ideas during creative development and brainstorming sessions. Stay current on design trends, best practices, and emerging tools that can strengthen creative execution. Qualifications 8–10+ years of B2B graphic design experience, preferably within financial services, asset management, wealth management, fintech, investment management, or capital markets Strong portfolio demonstrating digital, print, presentation, editorial, and data-driven design, including financial or investment-related work Motion design and animation experience is a plus Demonstrated ability to translate complex financial concepts and data into clear, compelling visual communications Advanced proficiency in Adobe Creative Suite and PowerPoint Knowledge of typography, layout, color, visual hierarchy, and information design Strong project-management skills and the ability to manage multiple priorities in a fast-paced environment Exceptional attention to detail, sound creative judgment, and the ability to work independently and collaboratively Benefits The base salary range for this role is $125,000 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 X: @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: Colorado Springs, Colorado, United States About the Role iCapital is seeking an Analyst or Associate responsible for supporting the Product Managers with all aspects of the successful operations of the funds in the Independent Advisor Solutions Business (IAS). The IAS business line is a rapidly growing platform of registered evergreen funds. Responsibilities Support the management and maintenance of product-related data, reporting, and marketing content across multiple investment products and distribution channels. Partner with Product Managers and cross-functional teams to develop and implement workflow optimization tools and AI-driven capabilities. Identify opportunities to improve operational efficiency through automation, artificial intelligence, and technology-enabled solutions. Conduct market, industry, and competitor research to support product strategy, positioning, and business development initiatives. Develop dashboards, analyses, and reporting solutions that provide actionable insights for product, investment, and sales teams. Support ongoing product monitoring and operational activities, including portfolio reporting, regulatory and tax-related oversight, and investor activity tracking. Coordinate with external partners, service providers, and sub-advisers to facilitate information sharing and marketing initiatives. Assist with due diligence requests, RFPs, questionnaires, and onboarding documentation for platforms and distribution partners. Contribute to ad hoc analyses, strategic projects, and special initiatives as business needs evolve. Document key meetings, track action items, and support follow-up activities to ensure timely execution of projects and initiatives. Qualifications 1-5 years of relevant experience in financial services (i.e. private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.) Excellent written and verbal communication skills Demonstrates a high degree of accuracy and attention to detail Able to problem-solve and make logical business recommendations in a fast-paced environment Professional demeanor with an entrepreneurial attitude and a strong sense of ownership Exhibits a positive, growth-oriented mindset and takes on new challenges and responsibilities, consistently contributing beyond core responsibilities Benefits Analyst The compensation range for this role at the Analyst level is $60,000 to $70,000 annually. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. Associate The base salary range for this role at the Associate level is $75,000 to $90,000 annually. This position is salaried and classified as exempt. Both Levels iCapital offers a compensation package that includes 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 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: Greenwich, Connecticut, United States About the Role iCapital is looking to hire a Compliance Officer to help oversee the relevant investment advisers supporting the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds and 1940 Act Registered Funds businesses. This individual will also be responsible for assisting the implementation and administration of compliance programs for the firm’s SEC Registered Investment Advisers, Investment Company Act, NFA and CFTC registered Commodity Pools, and other compliance-related activities as they relate to these products or entities. Responsibilities Maintain expert knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, Investment Company Act of 1940, and Rule 6c‑11. Oversee the administration of the Fund's compliance and governance framework. Assist in monitoring compliance with fund governing documents. Advise on regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking. Provide compliance leadership and support for ETF and Registered Funds initiatives, including identifying regulatory risks and developing practical solutions. Advise Product, Portfolio Management, Operations, and other stakeholders on product structuring, operations, investment strategies, and disclosures. Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders. Translate regulatory requirements and fund governing documents into scalable policies, procedures, and compliance controls. Oversee product‑specific compliance obligations, including disclosure monitoring, premium or discount reporting, and regulatory filings. Conduct post‑trade compliance monitoring, portfolio guideline testing, and issue resolution. Support trading oversight frameworks, including best execution governance and related compliance practices. Perform compliance testing, reporting, and remediation tracking to ensure timely resolution of issues. Oversee and coordinate compliance reviews of third‑party service providers, including administrators, custodians, legal counsel, and auditors. Qualifications Bachelor’s degree is required; Law Degree or MBA is preferred 10+ years of compliance experience in the financial services industry, including a robust understanding of and experience with exchange-traded funds, derivatives, alternatives and the regulatory landscape Demonstrated knowledge of U.S. securities laws, particularly the Investment Company Act of 1940, the Investment Advisers Act of 1040, the Securities Act of 1933, the Securities Exchange Act of 1934 and other SEC, CFTC, NFA and FINRA regulations Strong knowledge and prior experience with investment company, investment adviser, and NFA or CFTC compliance programs and requirements Strong experience in dealing with matters associated with Rule 38a-1 under the Investment Company Act of 1940 and Rule 206(4)-7 under the Investment Advisers Act of 1940 Experience with regulatory examinations, investigations or other interactions specifically with the SEC, FINRA and NFA Experience evaluating risk and mapping risk and controls across firm practices Skilled at developing other team members through mentoring or helping upskill Able to operate in a fast-paced environment Detail oriented with the ability to assess and prioritize projects FINRA Series 7 and 24 licenses are preferred Benefits The base salary range for this role is $150,000 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 X: @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 Compliance Officer to help oversee the relevant investment advisers supporting the Exchange-Traded Funds (ETF), Alternative Investments Fund-of-Funds and 1940 Act Registered Funds businesses. This individual will also be responsible for assisting the implementation and administration of compliance programs for the firm’s SEC Registered Investment Advisers, Investment Company Act, NFA and CFTC registered Commodity Pools, and other compliance-related activities as they relate to these products or entities. Responsibilities Maintain expert knowledge of regulations applicable to ETFs and 1940 Act Registered Funds and their investment advisers, including the Investment Advisers Act of 1940, Investment Company Act of 1940, and Rule 6c‑11. Oversee the administration of the Fund's compliance and governance framework. Assist in monitoring compliance with fund governing documents. Advise on regulatory developments affecting ETFs, including derivatives, valuation, liquidity, and related rulemaking. Provide compliance leadership and support for ETF and Registered Funds initiatives, including identifying regulatory risks and developing practical solutions. Advise Product, Portfolio Management, Operations, and other stakeholders on product structuring, operations, investment strategies, and disclosures. Review fund marketing materials for consistency with fund disclosures, governing documents, regulatory requirements, and internal policies, and coordinate approvals with relevant stakeholders. Translate regulatory requirements and fund governing documents into scalable policies, procedures, and compliance controls. Oversee product‑specific compliance obligations, including disclosure monitoring, premium or discount reporting, and regulatory filings. Conduct post‑trade compliance monitoring, portfolio guideline testing, and issue resolution. Support trading oversight frameworks, including best execution governance and related compliance practices. Perform compliance testing, reporting, and remediation tracking to ensure timely resolution of issues. Oversee and coordinate compliance reviews of third‑party service providers, including administrators, custodians, legal counsel, and auditors. Qualifications Bachelor’s degree is required; Law Degree or MBA is preferred 10+ years of compliance experience in the financial services industry, including a robust understanding of and experience with exchange-traded funds, derivatives, alternatives and the regulatory landscape Demonstrated knowledge of U.S. securities laws, particularly the Investment Company Act of 1940, the Investment Advisers Act of 1040, the Securities Act of 1933, the Securities Exchange Act of 1934 and other SEC, CFTC, NFA and FINRA regulations Strong knowledge and prior experience with investment company, investment adviser, and NFA or CFTC compliance programs and requirements Strong experience in dealing with matters associated with Rule 38a-1 under the Investment Company Act of 1940 and Rule 206(4)-7 under the Investment Advisers Act of 1940 Experience with regulatory examinations, investigations or other interactions specifically with the SEC, FINRA and NFA Experience evaluating risk and mapping risk and controls across firm practices Skilled at developing other team members through mentoring or helping upskill Able to operate in a fast-paced environment Detail oriented with the ability to assess and prioritize projects FINRA Series 7 and 24 licenses are preferred Benefits The base salary range for this role is $150,000 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 X: @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 to hire a Compliance Assistant Vice President to join its Regulatory and Compliance team to lead the review and approval process for investor AML and KYC with a strong private fund focus. This role will be responsible for ensuring compliance with all AML and KYC regulatory requirements and generally assisting the Legal and Compliance teams with various compliance-focused tasks. Responsibilities Review of investor and client AML and KYC documentation, client communications, quarterly reporting and ongoing monitoring. Perform third party reliance testing and monitoring. Collaborate across various business lines on new initiatives, providing compliance guidance. Conduct AML screening review and dispositions. Assist in preparing for and responding to inquiries and audits. Qualifications 5+ years of alternatives experience, preferably with both broker dealer and registered investment advisor experience Strong knowledge of the Investment Company Act of 1940, Securities Act of 1933 and Cayman Islands Anti-Money Laundering Regulations AML and KYC knowledge of regulatory requirements for private fund investors Experience with AML screening resolution vendor tools (i.e. LexisNexis, Worldcheck, ComplyAdvantage) Excellent verbal communication skills with the ability for personal interaction Thrives in a fast-paced environment with a continuous learning mindset Self-motivated with robust project management and process development skills ACAMS certification is preferred JD is a plus Benefits The base salary range for this role is $85,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Salt Lake City, Utah, United States About the Role iCapital is looking to hire an Associate Product Trainer to support product adoption and utilization through comprehensive education for customers, partners, and employees. This role collaborates with Sales Leadership, Product Management, Product Marketing, and technical subject matter experts to ensure training effectively demonstrates how software features and functionality address business needs. The team's goals are to drive product utilization by educating the audience on iCapital’s software features and functionality, with an emphasis on how products can solve business needs. Responsibilities Coordinate and deliver structured, high-quality instructor-led onsite and virtual training sessions for customers, partners, and employees. Develop, update, and maintain job and product-specific training modules, programs, courses, certification materials, and curricula aligned with audience needs, business priorities, product lines, and current management strategies. Design, develop, and record product education content, including video and technical training materials, while maintaining training content within the Learning Management System (LMS). Communicate product functionality and translate complex technical concepts into clear, understandable terms, adapting technical information and training materials to support sales efforts and varying end-user needs. Partner with the Sales and Product Management teams to identify ongoing training needs, coordinate training schedules, and develop and deliver regularly scheduled training sessions. Monitor and document participant progress, skill levels, and competencies through observation and assessments while identifying opportunities to improve training programs and workforce processes. Establish evaluation methods and defined Key Performance Indicators (KPIs) to measure training effectiveness, product utilization, and end-user satisfaction following education and training. Serve as a central point of contact for training needs and identify opportunities to enhance training programs and processes. Support sales and marketing initiatives through travel, with the possibility of traveling up to 10% of the time. Qualifications 3+ years of corporate adult training experience, including proprietary software application training, instructional design for software applications, technical training, and adult learning theories and practices Experience working in the annuities or life insurance industry Strong verbal and written communication, training, presentation, and professional public-speaking skills, with experience delivering onsite and web-based training in ILT and vILT environments to individuals and groups with varying computer skills and educational levels Strong computer and software skills, including experience with virtual training and collaboration tools and LMS administration and maintenance Strong analytical and problem-solving skills, with the ability to quickly understand requirements, identify issues during software training, and develop timely solutions through education and training materials Strong work ethic and commitment to quality, with a disciplined, organized, and methodical approach to projects and tasks and strong attention to detail Able to work independently or collaboratively within a team environment Able to teach targeted skills and a strong commitment and drive to support participant success Willingness and ability to travel for business purposes up to 10%. Benefits The base salary range for this role is $75,000 to $90,000.  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. This position can be based in either the greater Des Moines, IA, area or the greater Salt Lake City, UT, area. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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: Greenwich, Connecticut, United States About the Role iCapital is seeking a Vice President Product Manager to join its Independent Advisor Solutions team. This team has launched five 1940 Act registered funds and continues to expand its investment offerings. A core differentiator is iCapital’s partnerships with leading alternative asset managers and top-tier wealth management platforms. This role will collaborate closely with the Portfolio Manager to build and manage an evergreen portfolio that includes direct co-investments, funds, and strategic partnerships. This individual will play a critical role in driving the growth of iCapital’s evergreen registered fund business by overseeing key aspects of fund operations, investor relations, marketing, and distribution strategy. Responsibilities Own all aspects of fund operations and business growth, excluding investment decisions and external marketing. Oversee marketing initiatives for the fund, including creating and maintaining fundraising presentations, portfolio review materials, quarterly investor call content, and other marketing collateral. Partner closely with the Portfolio Manager on the “business of the fund,” managing distributions, liquidity, and communications with current and prospective investors. Build and maintain strategic relationships with leading distribution platforms in the wealth management channel. Coordinate cross-functionally with the Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams to ensure seamless execution across all aspects of the fund. Oversee recurring reporting for investors and the Board, ensuring accuracy, timeliness, and clarity. Qualifications 8+ years of relevant professional experience in financial services (i.e. investment management, project management, private investing, investment banking, transaction advisory services, capital markets, and management consulting) Bachelor’s degree is required; CFA, CAIA, or MBA is a plus Experience with 1940 Act funds and private markets is a plus Proven ability to build strong, trusted relationships with internal teams and external clients Exceptional organizational and time management skills, with the ability to manage multiple priorities effectively High attention to detail and accuracy in all deliverables Excellent written and verbal communication skills for clear and persuasive messaging Professional demeanor with an entrepreneurial mindset and strong sense of ownership Benefits The base salary range for this role is $160,000 to $190,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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 seeking a Vice President Product Manager to join its Independent Advisor Solutions team. This team has launched five 1940 Act registered funds and continues to expand its investment offerings. A core differentiator is iCapital’s partnerships with leading alternative asset managers and top-tier wealth management platforms. This role will collaborate closely with the Portfolio Manager to build and manage an evergreen portfolio that includes direct co-investments, funds, and strategic partnerships. This individual will play a critical role in driving the growth of iCapital’s evergreen registered fund business by overseeing key aspects of fund operations, investor relations, marketing, and distribution strategy. Responsibilities Own all aspects of fund operations and business growth, excluding investment decisions and external marketing. Oversee marketing initiatives for the fund, including creating and maintaining fundraising presentations, portfolio review materials, quarterly investor call content, and other marketing collateral. Partner closely with the Portfolio Manager on the “business of the fund,” managing distributions, liquidity, and communications with current and prospective investors. Build and maintain strategic relationships with leading distribution platforms in the wealth management channel. Coordinate cross-functionally with the Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams to ensure seamless execution across all aspects of the fund. Oversee recurring reporting for investors and the Board, ensuring accuracy, timeliness, and clarity. Qualifications 8+ years of relevant professional experience in financial services (i.e. investment management, project management, private investing, investment banking, transaction advisory services, capital markets, and management consulting) Bachelor’s degree is required; CFA, CAIA, or MBA is a plus Experience with 1940 Act funds and private markets is a plus Proven ability to build strong, trusted relationships with internal teams and external clients Exceptional organizational and time management skills, with the ability to manage multiple priorities effectively High attention to detail and accuracy in all deliverables Excellent written and verbal communication skills for clear and persuasive messaging Professional demeanor with an entrepreneurial mindset and strong sense of ownership Benefits The base salary range for this role is $160,000 to $190,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @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 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.