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Location: Stamford, Connecticut, United States About the Role iCapital is seeking an Alternative Data Management Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. The daily activities are diverse, from setting up and maintaining software applications, to ad hoc projects, and helping with data feed management. The role is a mix of finance and technology. Responsibilities Alternative Data Management Data Acquisition, Sourcing and Maintenance – manage source document and retrieval methods related to alternative investment products Data Integrity – enrich unstructured data into existing data infrastructure Data Quality and Controls – ensure completeness, timeliness and accuracy of relevant investment data through validation and control processes Data Governance – adhere to data governance best practices Cross-Functional Collaboration – collaborate across teams to provide insights from alternative investment data across multiple reporting platforms and systems Automation and Process improvement – continuously look for ways to automate and improve existing processes Documentation and Knowledge Sharing – maintain and share standard operating procedures Qualifications Bachelor’s in finance, Economics, Business Administration or related field 0 – 3 years in data management, analysis, or financial operations Proficiency in data management tools, excel and other software General understanding of the alternative investment landscape Ability to prioritize and execute tasks and meet deadlines Commitment to continuously learn new technologies and adapt to new data and systems as industry evolves Ability to identify and understand risks associated with data management processes Ability to support the team and build relationships across teams Benefits The base salary range for this role is $60,000 to $65,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 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 Technology Support team, focusing on the Insight, Learning Center, and Architect platform features. This individual has a technical skillset who desires to deliver exceptional client experience in a fast-paced, collaborative, and entrepreneurial environment. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction, and operational processes as a team. Responsibilities Partner closely with Product Managers, Relationship Managers, Operations, and Annuities clients to configure the Insight, Learning Center, and Architect features with the specific customizations on the platform and facilitate internal user entitlements to the three features. Configure courses for access by our users, along with completing the operational configurations to enable the tools for our clients. Respond to escalations for inbound technical service queries and inquiries using the firm’s case management tool. Add education content in the Learning Center to build training courses and make resources available. File CE Credit applications and reports with external professional designations boards. Assist with the creation of processes and documentation of technical issues to support new product solutions, enhancements, and operational changes. Qualifications 2 to 5+ years of experience in a client technical support role or data entry and programing environment within a fast-paced, agile environment Bachelor’s degree is required Strong written and verbal communication skills are essential Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility to quickly adjust to new challenges and priorities Technical experience including comfort with spreadsheets, business intelligence tools and an understanding of databases (experience with SQL is a plus) Experience with support ticketing tools and a strong foundation in technical troubleshooting and able to take a patient and client-centric approach to delivering technical and platform support Attention to detail and able to analyze and research systems to rectify issues and provide solutions Self-starter with a strong sense of ownership; able to work independently, prioritize effectively, and proactively drive issues through resolution Familiar with alternative investments and financial technology is preferred Benefits The base salary range for this role is $75,000 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 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 seeking an Office Coordinator to support the day-to-day operations of our office and help deliver an exceptional workplace experience for employees and visitors. As an iCapital employee with access to company systems and platforms, this role will work closely with the Office Manager to ensure smooth office operations, maintain high hospitality standards, coordinate workplace services, and provide administrative support. The Office Coordinator serves as a key operational partner to the Office Manager and will assume responsibility for essential office functions during periods when the Office Manager is out of the office, including PTO, business travel, or other absences. This position requires a highly organized, service-oriented, and proactive individual who thrives in a fast-paced environment and enjoys supporting employees across all levels of the organization. Responsibilities Support the Office Manager in overseeing daily office operations, maintaining office documentation, inventories, operational procedures, and supporting administrative projects and special initiatives as assigned. Serve as a welcoming and professional point of contact for employees, guests, and vendors, fostering a positive, hospitable workplace environment and assisting employees with workplace-related requests while directing inquiries appropriately. Coordinate employee engagement activities, office events, breakfasts, lunches, celebrations, workplace initiatives, conference room readiness, event setup, and communications related to office updates, policies, and workplace programs. Monitor, maintain, and replenish pantry supplies, snacks, beverages, office supplies, consumables, onboarding materials, welcome kits, and office equipment, while proactively identifying low inventory levels and ensuring pantries, kitchens, storage rooms, inventory areas, and common spaces remain organized, well-stocked, and presentable. Receive, organize, and distribute deliveries and coordinate replenishment orders as needed. Coordinate vendor visits, maintenance requests, repairs, service appointments, building management interactions, and vendor relationships, while assisting with office walkthroughs to identify facility issues, escalating concerns to the Office Manager and Regional Facilities team, and supporting timely resolution. Assist with office projects, office moves, furniture installations, workplace improvements, and other facilities-related initiatives. Support onboarding activities, including workstation preparation, welcome materials, office orientations, and coordination with IT and other internal departments to ensure new hire readiness. Support health, safety, security, and emergency preparedness initiatives, including fire drills and safety communications, while ensuring workplace policies and procedures are consistently followed. Maintain confidentiality when handling sensitive employee or business information. Qualifications Strong organizational and time management skills Excellent written and verbal communication abilities Customer-service and hospitality-focused mindset Able to multitask and prioritize competing responsibilities. Proficient in Microsoft Office Suite (Outlook, Excel, Word, Teams, PowerPoint) Able to quickly learn company systems and workplace technologies Strong attention to detail and follow-through Experience with workplace management platforms such as OfficeSpace, Coupa, Expensify, Sharebite, or similar systems is preferred Experience supporting events, vendor management, facilities operations, or employee engagement programs Work onsite Monday through Friday during standard business hours Demonstrate professionalism, discretion, and sound judgment Maintain a positive attitude and willingness to support office needs as they arise Able to lift and move up to 40 pounds Act as a trusted extension of the Office Manager and Workplace Team Benefits The base salary range for this role is $65,000 to $75,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 5 days a week. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is seeking a Corporate Anti-Money Laundering (AML) Oversight Vice President to join its Regulatory and Compliance organization and support the AML team. This individual will serve as a senior subject-matter expert responsible for providing oversight of AML controls across applicable U.S. and international businesses. This role will partner closely with Legal, Compliance, Risk, business stakeholders, and other control functions to assess regulatory requirements, oversee the effectiveness of the AML control environment, identify emerging risks, and support the firm's ongoing regulatory readiness. Responsibilities Support the oversight, maintenance, and ongoing enhancement of the firm’s U.S. AML/CFT compliance framework, including policies, procedures, standards, internal controls, governance, and monitoring. Monitor developments involving applicable BSA, FinCEN, OFAC, SEC, and FINRA requirements and translate regulatory changes and emerging expectations into practical enhancements to the firm’s AML control environment. Provide AML subject-matter expertise and guidance to Compliance, Legal, Risk, Operations, Product, Technology, and business stakeholders. Evaluate new products, services, distribution arrangements, client relationships, and business initiatives for potential AML/CFT and sanctions implications and recommend appropriate risk mitigation. Facilitate enterprise and business-specific AML/CFT risk assessments, identify control gaps and enhancement opportunities, and establish oversight metrics and management information to monitor trends and areas requiring escalation. Provide Compliance oversight of higher-risk customer, investor, intermediary, and counterparty relationships, including AML/KYC escalations involving sanctions exposure, politically exposed persons, adverse media, complex ownership structures, jurisdictional risk, and other elevated financial-crime concerns. Advise stakeholders on enhanced due diligence, risk mitigation, escalation, and disposition, and support investigations involving potentially unusual or suspicious activity through the firm’s established SAR governance process. Assist with senior-management and committee reporting on AML risk, regulatory developments, significant issues, remediation initiatives, and program effectiveness while maintaining clear documentation of the firm’s AML governance and oversight framework. Coordinate and support AML-related regulatory examinations, internal audits, independent testing, compliance reviews, and regulatory information requests, ensuring responses and supporting documentation are complete and appropriately supported. Provide oversight of third parties performing AML/KYC activities, including developing risk-based due diligence, monitoring, and testing standards and assessing policies, controls, staffing, systems, screening practices, escalation processes, and regulatory adherence. Escalate material third-party or program deficiencies and oversee corrective-action and remediation plans in coordination with relevant Compliance, Operations, Legal, Technology, and business stakeholders. Support the development and delivery of risk-based AML/CFT training and targeted guidance on regulatory expectations, emerging financial-crime risks, escalation requirements, and AML red flags to promote consistent application of AML standards across U.S. businesses. Qualifications 10+ years of relevant experience in AML and BSA, financial crimes, regulatory compliance, or related risk-management roles within financial services Bachelor's degree is required; JD, advanced degree, or other relevant professional certification is a plus Significant experience within a broker-dealer, investment adviser, asset manager, private funds organization, bank, or comparable regulated financial institution Strong working knowledge of the Bank Secrecy Act, USA PATRIOT Act, FinCEN regulations and guidance, OFAC requirements, FINRA AML requirements, and relevant SEC requirements and expectations Experience assessing complex legal entities, private investment structures, funds, financial intermediaries, or institutional relationships strongly preferred Able to interpret regulatory requirements and translate them into practical controls and governance standards Strong written and verbal communication skills with the ability to communicate complex regulatory matters to senior management and business stakeholders Demonstrated ability to challenge existing processes constructively and drive remediation across multiple functions CAMS certification is strongly preferred Benefits The base salary range for this role is $155,000 to $180,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 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 Associate 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 1-4 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: New York, New York, United States About the Role iCapital is looking to hire an Executive Assistant Contractor to provide administrative support to managing directors in the New York and tri-state area offices. This individual will regularly interact and work with senior members of the team including managing directors and managing partners. Responsibilities Manage calendars of several senior managers with a high level of detail, coordinating, and prioritizing daily tasks. Arrange complex and detailed travel plans. Process expense reports in a timely manner. Format information for internal and external communications such as memos, emails, presentations, and reports. Help move along deliverables, facilitate special requests, and contribute and execute last-minute ideas. Work as part of the larger Facilities and Administration team and support fellow executive assistants as needed. Qualifications 7+ years of experience as an executive assistant working with senior level management Undergraduate college degree is required Able to manage up through tact and anticipation of needs Possess a strong attention to detail and a high level of confidentiality Proficient in using Microsoft Office (Word, Outlook, Excel, and PowerPoint) Excellent written and verbal communication skills Strong experience managing schedules and processes in a fast-paced environment Experience scheduling global travel, across multiple time zones, and multi-leg trips Team player and comfortable working with 30+ people, reporting to a senior admin Comfort operating within a dynamic environment and executing in situations where paths are uncharted Able and willing to provide executive support beyond the scope of a typical workday Benefits The hourly pay range for this role is $50/hr to $55/hr.  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 seeking a Senior Vice President, Client Delivery to lead a significant portion of the Broker Dealer channel within the growing Annuities Platform team. Reporting to the Managing Director and Chief Delivery Officer, this individual will be responsible for driving successful client implementations, delivery excellence, operational performance, and client satisfaction across one of the firm's most strategic growth areas. This role will oversee Client Delivery leaders and their teams, supporting onboarding, implementation, and ongoing client delivery for broker-dealers, wirehouses, banks, RIAs, insurance carriers, and other financial institutions. Responsibilities Lead and develop Client Delivery leaders and their teams responsible for implementations, onboarding programs, and ongoing client delivery while fostering a culture of accountability, ownership, execution excellence, and client focus. Own delivery performance across a portfolio of strategic client relationships, implementations, and delivery programs, ensuring milestones, commitments, client expectations, and business objectives are consistently achieved. Establish governance frameworks, operating rhythms, performance management practices, and executive reporting processes that improve execution, scalability, and organizational effectiveness. Serve as an executive sponsor for strategic client relationships, critical implementations, and complex delivery initiatives, building trusted partnerships with senior client stakeholders and sponsors. Lead executive steering committees, governance meetings, implementation reviews, and client-facing discussions while delivering executive communications, presentations, status updates, and recovery plans. Act as the senior escalation point for complex client situations, implementation challenges, and delivery issues, personally engaging when additional leadership involvement is required. Identify risks, diagnose root causes, and drive practical solutions across teams to proactively address issues before they impact client outcomes. Direct project recovery efforts involving timeline, scope, resource, performance, or stakeholder challenges while maintaining confidence and alignment among key stakeholders. Partner closely with Product, Technology, Operations, Sales, Account Management, and Support teams to align priorities, resources, and execution plans that drive successful client outcomes. Translate implementation insights, delivery learnings, and client feedback into operational improvements, process enhancements, and product recommendations. Drive resource planning, forecasting, operational efficiency, invoicing oversight, capacity management, and delivery performance measurement across the organization. Improve implementation methodologies, delivery processes, governance standards, and the overall client experience to support growth and scalability. Qualifications 15+ years of experience leading client delivery, implementation, professional services, consulting, operations, or other complex client-facing organizations Proven success leading large-scale client implementations, enterprise programs, and complex delivery portfolios Demonstrated ability to lead and build high-performing teams, drive accountability and performance across organizations Strong executive presence with experience managing senior client relationships, executive stakeholders, steering committees, and governance forums Exceptional communication and presentation skills, including experience developing executive updates, governance materials, recovery plans, and client-facing presentations Proven ability to solve complex business, operational, and delivery challenges while maintaining strong client relationships and stakeholder confidence Experience leading escalations, project recovery efforts, and cross-functional execution within complex, fast-paced environments Strong operational, financial, organizational, forecasting, and resource management capabilities Experience within annuities, insurance, wealth management, broker-dealers, wirehouses, fintech, or broader financial services organizations Strong understanding of the annuity distribution ecosystem, financial institution operating models, and client implementation lifecycles Experience working with broker-dealers, insurance carriers, banks, RIAs, wealth management firms, or enterprise financial institutions Experience with FireLight or similar annuity, insurance, point-of-sale, e-application, new business, or distribution technology platforms Benefits The base salary range for this role is $180,000 to $210,000.  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 seeking an Assistant Vice President or Vice President to join the Transactional Operations team helping to lead strategic initiatives across the transaction lifecycle. This role will partner across Operations, Product, Technology, Data and Analytics, and external partners to design operational strategies, scalable processes, strengthen operational controls, improve visibility, and drive automation. This individual will help transform transaction operations into a standardized, data-driven, and exception-based operating model that supports continued growth and innovation. Responsibilities Lead strategic transformation initiatives across Transactional Operations, managing complex programs from business case development through implementation, adoption, and transition into business-as-usual operations. Partner with Product, Technology, and Data teams to align roadmap priorities and platform capabilities to support both internal teams and external clients. Prepare executive-level recommendations, project updates, and strategic roadmaps. Drive major industry partnership initiatives that enable straight through processing and workflow standardization across the Alternative Investments industry. Design and implement scalable operating models, controls, governance frameworks, and standard operating procedures. Drive operational automation, workflow optimization, and AI-enabled solutions to reduce manual effort and improve scalability. Represent as the operational subject matter expert on transaction lifecycle initiatives spanning subscriptions, redemptions, transfers, direct funds, ticker-traded products and any related new initiatives. Establish KPIs, dashboards, and management reporting to improve operational transparency and performance. Qualifications Bachelor's degree in finance, business, operations, or a related field 6+ years of experience in financial services, operations, consulting, product strategy, or transformation roles Strong understanding of alternative investment operations and transaction lifecycle workflows Proven experience leading large-scale cross-functional programs and strategic initiatives Demonstrated ability to improve processes through automation, technology, data, and operational redesign Experience developing operating models, governance frameworks, controls, and performance metrics Strong analytical, problem-solving, and project management skills Excellent communication and stakeholder management capabilities Able to influence across business, product, technology, and operations teams Knowledge of private funds, registered funds, interval funds and alternative investment platforms is preferred Benefits The base salary range for this role is $135,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 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 an Assistant Vice President or Vice President to join the Transactional Operations team helping to lead strategic initiatives across the transaction lifecycle. This role will partner across Operations, Product, Technology, Data and Analytics, and external partners to design operational strategies, scalable processes, strengthen operational controls, improve visibility, and drive automation. This individual will help transform transaction operations into a standardized, data-driven, and exception-based operating model that supports continued growth and innovation. Responsibilities Lead strategic transformation initiatives across Transactional Operations, managing complex programs from business case development through implementation, adoption, and transition into business-as-usual operations. Partner with Product, Technology, and Data teams to align roadmap priorities and platform capabilities to support both internal teams and external clients. Prepare executive-level recommendations, project updates, and strategic roadmaps. Drive major industry partnership initiatives that enable straight through processing and workflow standardization across the Alternative Investments industry. Design and implement scalable operating models, controls, governance frameworks, and standard operating procedures. Drive operational automation, workflow optimization, and AI-enabled solutions to reduce manual effort and improve scalability. Represent as the operational subject matter expert on transaction lifecycle initiatives spanning subscriptions, redemptions, transfers, direct funds, ticker-traded products and any related new initiatives. Establish KPIs, dashboards, and management reporting to improve operational transparency and performance. Qualifications Bachelor's degree in finance, business, operations, or a related field 6+ years of experience in financial services, operations, consulting, product strategy, or transformation roles Strong understanding of alternative investment operations and transaction lifecycle workflows Proven experience leading large-scale cross-functional programs and strategic initiatives Demonstrated ability to improve processes through automation, technology, data, and operational redesign Experience developing operating models, governance frameworks, controls, and performance metrics Strong analytical, problem-solving, and project management skills Excellent communication and stakeholder management capabilities Able to influence across business, product, technology, and operations teams Knowledge of private funds, registered funds, interval funds and alternative investment platforms is preferred Benefits The base salary range for this role is $135,000 to $175,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 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 Legal Billing Assistant Contractor to provide administrative support and serve as a point of contact for both internal and external constituencies associated with Legal and Compliance groups’ vendors and outside spending. The ideal candidate has experience interacting with high level executives and can manage up through attention to detail, strong initiative, able to work independently, and a high level of confidentiality. This role will communicate, schedule, and collaborate with the Legal team, other teams within the company, law firms, vendors, clients, potential clients, and investors. Responsibilities Process and manage over $10 million in invoices from law firms and vendors, including receiving, securing approvals, and executing payments. Supervise the onboarding of software and rollout for processing legal invoices. Oversee the invoice process in Coupa ensuring accuracy, compliance, and proper routing for approval. Serve as the primary point of contact for legal vendors, addressing billing questions, payment status inquiries, and issue resolution. Help move along deliverables, facilitate special requests, and contribute to the implementation of last-minute ideas. Improve operations and office conditions daily. Undertake various administrative tasks for the Legal team, including document organization and review. Qualifications Bachelors degree is required Prior experience in law firm or corporate law department or working with accounts payable would be helpful Proficient with Microsoft Office (Word, Outlook, Excel, PowerPoint). Experience with Coupa is a plus Excellent written, verbal, and interpersonal communication skills Previous experience successfully managing schedules and processes in a fast-paced environment Comfort operating within a dynamic environment and executing in unfamiliar situations Willingness and able to provide executive support beyond the scope of a typical workday Benefits The hourly pay range for this role is $30/hr to $36/hr.  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: Greenwich, Connecticut, United States About the Role iCapital is seeking a skilled and dynamic Associate to join our Revenue Control team within the Corporate Finance organization. This individual will be a key player in shaping the future of iCapital as the firm continues to scale and expand into new areas. This role resonates across various financial activities, from accounting and reporting for revenue on various products to streamlining processes and driving scalability across the Corporate Finance team, as well as other key stakeholders at iCapital. This Individual will own various responsibilities including month end close duties, revenue, accounts receivable, treasury management and financial reporting as well as ad hoc projects and analyses. Responsibilities Perform revenue calculations and controls for various product lines across iCapital, primarily Technology Solutions. Ensure precision in monthly and quarterly revenue estimates and actuals, providing insightful analyses of variances. Foster a culture of financial excellence by collaborating with client relationship managers, finance leadership and external client contacts. Review legal agreements, contracts and other key documents and understand relevant economic terms as they relate to revenue and reporting and apply that understanding to revenue calculations. Support full revenue cycle including order processing, invoicing, payment collection and revenue recognition, ensuring accuracy and efficiency. Spearhead month-end close processes, preparing revenue calculations and revenue accruals for technology solutions products. Calculate and consolidate P&L and balance sheet data, ensuring accurate journal entries for various entities. Assist with the calculation and generation of invoices at month end. Perform month over month roll forwards for key revenue metrics. Prepare detailed monthly revenue reconciliation analyses supporting accurate P&L reporting. Execute cash application processes and prepare monthly cash reconciliations. Support the initiative to enhance efficiency and automation of our existing revenue calculations and invoicing processes, including implementation of a new order-to-cash billing and receivable software. Develop insightful reporting and analyses to support business unit and product line leads with actionable insights for performance reporting to management and investors. Identify and address process gaps, implement robust internal controls, and improve documentation for internal control processes. Identify opportunities to streamline processes by leveraging automation tools and data-driven workflows to improve efficiency and accelerate task completion. Qualifications 2-5 years of corporate accounting or public accounting experience within the financial services industry Outstanding financial analysis skills and knowledge of accounting principles and US GAAP reporting Strong ability to apply critical thinking skills to analyze complex issues and propose effective solutions, while consistently maintaining a meticulous attention to detail Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership Experience with revenue, treasury management, accounts receivable and payable, and cash reconciliations Knowledge of booking journal entries and preparation of financial statements Data-driven thinker who can manage large data sets for efficient analyses Proficient with Microsoft Office Suite (Excel, PowerPoint, Outlook) Excellent verbal and written communication skills Able to coordinate across teams and departments to complete projects CPA license is preferred but not required Degree in Accounting is preferred but not required Familiar with Oracle NetSuite or other general ledger systems (i.e. Quickbooks) is preferred Familiar with alternative investments or structured investments is preferred Benefits The base salary range for this role is $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/

Location: New York, New York, United States About the Role iCapital is seeking a skilled and dynamic Associate to join our Revenue Control team within the Corporate Finance organization. This individual will be a key player in shaping the future of iCapital as the firm continues to scale and expand into new areas. This role resonates across various financial activities, from accounting and reporting for revenue on various products to streamlining processes and driving scalability across the Corporate Finance team, as well as other key stakeholders at iCapital. This Individual will own various responsibilities including month end close duties, revenue, accounts receivable, treasury management and financial reporting as well as ad hoc projects and analyses. Responsibilities Perform revenue calculations and controls for various product lines across iCapital, primarily Technology Solutions. Ensure precision in monthly and quarterly revenue estimates and actuals, providing insightful analyses of variances. Foster a culture of financial excellence by collaborating with client relationship managers, finance leadership and external client contacts. Review legal agreements, contracts and other key documents and understand relevant economic terms as they relate to revenue and reporting and apply that understanding to revenue calculations. Support full revenue cycle including order processing, invoicing, payment collection and revenue recognition, ensuring accuracy and efficiency. Spearhead month-end close processes, preparing revenue calculations and revenue accruals for technology solutions products. Calculate and consolidate P&L and balance sheet data, ensuring accurate journal entries for various entities. Assist with the calculation and generation of invoices at month end. Perform month over month roll forwards for key revenue metrics. Prepare detailed monthly revenue reconciliation analyses supporting accurate P&L reporting. Execute cash application processes and prepare monthly cash reconciliations. Support the initiative to enhance efficiency and automation of our existing revenue calculations and invoicing processes, including implementation of a new order-to-cash billing and receivable software. Develop insightful reporting and analyses to support business unit and product line leads with actionable insights for performance reporting to management and investors. Identify and address process gaps, implement robust internal controls, and improve documentation for internal control processes. Identify opportunities to streamline processes by leveraging automation tools and data-driven workflows to improve efficiency and accelerate task completion. Qualifications 2-5 years of corporate accounting or public accounting experience within the financial services industry Outstanding financial analysis skills and knowledge of accounting principles and US GAAP reporting Strong ability to apply critical thinking skills to analyze complex issues and propose effective solutions, while consistently maintaining a meticulous attention to detail Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership Experience with revenue, treasury management, accounts receivable and payable, and cash reconciliations Knowledge of booking journal entries and preparation of financial statements Data-driven thinker who can manage large data sets for efficient analyses Proficient with Microsoft Office Suite (Excel, PowerPoint, Outlook) Excellent verbal and written communication skills Able to coordinate across teams and departments to complete projects CPA license is preferred but not required Degree in Accounting is preferred but not required Familiar with Oracle NetSuite or other general ledger systems (i.e. Quickbooks) is preferred Familiar with alternative investments or structured investments is preferred Benefits The base salary range for this role is $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/

Location: New York, New York, United States About the Role iCapital is seeking an Assistant Vice President or Vice President Product Manager to join the Pre-Investment Product organization. This highly visible role will help shape the experiences and platform capabilities that enable the discovery, evaluation, research, and access of alternative investment opportunities. Operating at the intersection of Product, Engineering, Data, Operations, and Client Solutions, this individual will contribute to intuitive marketplace experiences and scalable solutions that support informed investment decisions. This role offers the opportunity to influence the continued evolution of the pre-investment experience while supporting future growth, product innovation, and platform expansion. Responsibilities Own the vision, strategy, roadmap, and execution for product discovery, research, diligence, and access capabilities across the iCapital platform. Partner with internal stakeholders and external clients to identify business challenges and develop innovative solutions that improve the pre-investment experience and client satisfaction. Lead large-scale cross-functional initiatives involving multiple teams, systems, and business processes while balancing tactical delivery with long-term platform strategy. Manage the end-to-end product lifecycle from discovery through launch and continuous improvement, including prioritization, requirements definition, testing, rollout planning, adoption monitoring, and iterative enhancement. Translate complex business workflows into intuitive user experiences by defining business requirements, user stories, process flows, acceptance criteria, business rules, and success metrics. Partner with Engineering and Architecture teams to build scalable services that improve search, browsing, filtering, discovery, comparison, personalization, fund visibility, and product accessibility across the platform. Develop a deep understanding of investment product data, user personas, and user journeys to enhance research and diligence experiences and support informed investment decisions. Utilize qualitative and quantitative insights to improve user engagement, platform adoption, operational efficiency, and self-service capabilities for internal and external users. Identify opportunities to leverage artificial intelligence, automation, and workflow optimization to simplify operational complexity and enhance product research, discovery, and investment decision support. Communicate priorities, progress, risks, dependencies, and strategic decisions effectively to stakeholders and senior leadership. Investigate production issues, identify root causes, and drive tactical resolutions and long-term improvements that create scalable foundations for future platform growth and innovation. Qualifications 6–10+ years of product management experience within fintech, wealth management, asset management, investment technology, enterprise software, SaaS platforms, or related industries Proven experience owning and scaling complex products from strategy and discovery through execution, launch, adoption, and continuous improvement Demonstrated ability to independently lead large-scale, cross-functional initiatives Experience building marketplace, search, discovery, recommendation, workflow, research, or data-driven products Strong understanding of access management, entitlement frameworks, visibility rules, permissions, configuration-driven systems, or administrative platforms, including the development of scalable and transparent access capabilities Able to model complex business domains and translate business concepts into logical entities, relationships, workflows, business rules, and scalable platform capabilities Experience creating or reviewing domain models, process flows, user journeys, workflow diagrams, system interactions, and business architecture artifacts Knowledge of technical tradeoffs and proven ability to contribute meaningfully to discussions involving APIs, integrations, platform architecture, scalability, data models, and system design SQL proficiency and comfort working directly with data to investigate issues, validate assumptions, measure outcomes, and inform product decisions Strong analytical and problem-solving skills with the ability to navigate ambiguity and make informed decisions Exceptional communication, organization, and stakeholder management skills, including experience working directly with executive leadership, clients, business partners, and engineering teams Familiar with alternative investments, advisor platforms, broker-dealer ecosystems, RIAs, wealth management workflows, or investment product distribution is strongly preferred Experience with modern product, technical, and collaboration tools, including Jira, Confluence, Figma, analytics platforms, API development tools, AI productivity tools, and data visualization solutions Benefits This position may be filled at either the Assistant Vice President or Vice President level, depending on the selected candidate’s experience and qualifications. The base salary range for the AVP role is $ 120,000 to $150,000 and the range for the VP role is $150,000 to $185,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 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 the Pre-Investments Product organization. This highly visible role will help shape the platforms and capabilities that support investment products across the firm, with a focus on improving efficiency, increasing transparency, and enabling business growth. Operating at the intersection of product, operations, data, and technology, this role will play an important part in advancing the Pre-Investments product ecosystem and creating structure across complex business needs. The position offers the opportunity to influence meaningful business outcomes through technology while contributing to the continued evolution and scale of the platform. Responsibilities Own the vision, strategy, roadmap, and execution for product domains supporting the onboarding, maintenance, and lifecycle management of alternative investment products. Partner with internal stakeholders and external clients to identify business challenges, uncover opportunities, and deliver scalable solutions that create measurable value. Lead complex cross-functional initiatives spanning multiple teams, systems, and business processes, balancing near-term priorities with long-term platform strategy. Manage the end-to-end product lifecycle from discovery through launch and iteration, including prioritization, requirements definition, testing, rollout planning, adoption monitoring, and continuous improvement. Translate complex workflows, operational processes, and reference data requirements into intuitive user experiences and scalable, maintainable product solutions. Define clear business and product requirements through business cases, process flows, data models, user stories, acceptance criteria, and success metrics. Partner with Engineering, Architecture, and Data teams to define scalable domain models, data structures, integrations, and platform capabilities that support long-term business growth. Develop a deep understanding of business entities, relationships, workflows, and data dependencies while driving alignment on data ownership, authoritative sources, system boundaries, and information governance across interconnected platforms. Identify opportunities to leverage automation, artificial intelligence, and workflow optimization to improve productivity, data quality, operational efficiency, and user experience. Communicate priorities, progress, risks, dependencies, and tradeoffs to stakeholders and leadership while coordinating closely with the UX, Operations, Legal, Compliance, and other Product teams. Investigate production issues, identify root causes, and drive tactical and strategic improvements while fostering ownership, accountability, collaboration, and continuous learning. Qualifications 10–15 years of product management experience within fintech, wealth management, asset management, enterprise software, workflow platforms, data platforms, or related industries Proven experience owning complex products or platforms from strategy and discovery through execution, adoption, and continuous improvement Demonstrated ability to independently lead large-scale, cross-functional initiatives involving multiple stakeholders, systems, dependencies, and competing priorities Experience with enterprise data platforms, master data management, reference data, metadata, or other data-intensive systems Demonstrated ability to model complex business domains and translate business concepts into logical entities, relationships, attributes, hierarchies, and workflows Experience creating or reviewing entity relationship diagrams, domain models, process models, workflow diagrams, data flows, and system interaction diagrams Able to understand technical tradeoffs and contribute meaningfully to discussions involving data models, APIs, integrations, platform architecture, scalability, and system design SQL proficiency and comfort working directly with data to investigate issues, validate assumptions, and support product decisions Strong analytical and problem-solving skills, with the ability to simplify complex challenges, navigate ambiguity, and make informed decisions with imperfect information Strong command of product management practices, including discovery, roadmap development, prioritization, requirements definition, stakeholder alignment, and agile delivery Exceptional communication, organization, and stakeholder management skills, including experience working directly with senior leaders, clients, business partners, and engineering teams Familiar with modern product management, technical, and collaboration tools such as Jira, Confluence, Figma, analytics platforms, API tools, and AI productivity tools Benefits The base salary range for this role is $140,000 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 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: Stamford, Connecticut, United States About the Role iCapital is seeking a detail-oriented and technically capable Associate to join the Data Feed Operations team within Data Solutions. This role sits at the intersection of investment operations, data analysis, and technical data management, with a focus on supporting the quality and reliability of post-trade investment data. This hands-on, highly collaborative role partners across technical and business teams to solve complex data challenges and support scalable data operations within a fast-moving financial technology environment. Responsibilities Monitor inbound and outbound data feeds, APIs, file-based integrations, processing results, validations, deliveries, and service exceptions. Reconcile investment positions, transactions, valuations, cash activity, and related reporting data across source systems and downstream outputs. Investigate data-quality exceptions and feed breaks, determine root cause, document findings, and coordinate remediation with internal and external partners. Certify the completeness and accuracy of reporting data before publication, migration acceptance, or client and partner delivery. Use SQL to analyze relational data, validate populations, trace lineage, identify anomalies, and produce repeatable reconciliation evidence. Use analytical and automation tools to develop controls, transform and compare data sets, reduce manual analysis, and support scalable monitoring and reconciliation workflows. Document feed specifications, source-to-target mappings, business rules, procedures, controls, issue histories, and certification evidence. Translate operational issues and recurring break patterns into actionable requirements for the Product and Engineering teams. Participate in testing and certification for new feeds, feed changes and platform migrations. Provide clear status updates and respond to client, partner, and internal stakeholder questions regarding feed health, data quality, and issue resolution. Help define and track operational measures such as feed timeliness, successful delivery, break recurrence, resolution time, certification status, and data adoption. Qualifications 3-5 years of relevant experience in data operations, investment operations, data analysis, financial technology, performance reporting, fund administration, or in a related field Advanced SQL skills and experience analyzing data in relational databases, including cloud data platforms such as Snowflake or PostgreSQL Experience working with APIs, file-based integrations, external data-provider workflows, ETL or ELT processes, data pipelines, or orchestration workflows Experience monitoring data feeds, investigating exceptions, reconciling data, and documenting mappings or business rules Experience with investment positions, transactions, valuations, capital activity, partner capital account data, or general-ledger data Working knowledge of alternative investments, private markets, wealth management, investment performance reporting, or fund accounting Python experience for data analysis, validation, automation, or reconciliation Experience supporting data migrations, source-system conversions, or implementation testing in a controlled production environment Strong analytical judgment and a structured approach to root-cause analysis and problem solving Excellent attention to detail, with the ability to manage multiple priorities in a fast-paced environment Strong written and verbal communication skills, with the ability to work effectively across business and technical teams, take ownership of issues through resolution, and contribute as a collaborative team member 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 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 Vice President of Strategic Development and Planning to join the Business Excellence organization within Operations and Investment Product Management (OIPM). This highly visible and collaborative role will serve as a strategic partner to the OIPM leadership team and support the continued growth and evolution of the organization. The position will focus on strengthening scalability, operational effectiveness, and organizational performance across OIPM. The ideal candidate brings strong strategic, analytical, and business planning capabilities, along with exceptional leadership and stakeholder management skills. Success in this role requires navigating complex challenges, influencing executive-level discussions, and operating effectively in a dynamic, fast-paced environment. Responsibilities Build, develop, and lead a high-performing team, fostering a culture of collaboration, accountability, continuous improvement, and excellence. Lead annual and multi-year strategic planning processes for Fund Operations and related functions, ensuring alignment with OIPM and firmwide priorities. Lead large-scale business transformation and change management initiatives focused on scalability, operational effectiveness, organizational alignment, sustainable growth, and business process improvement. Translate strategic priorities into actionable initiatives with clear objectives, milestones, success metrics, and accountability. Partner with senior leaders to align business priorities, drive decision-making, and ensure successful execution across functions. Oversee OIPM's strategic initiative portfolio, ensuring resources, investments, and priorities align with business objectives and long-term goals. Provide executive governance and oversight for critical business initiatives, ensuring timely execution, risk mitigation, measurable outcomes, consistency, transparency, and accountability across OIPM and the COO organization. Drive cross-functional collaboration across teams, serving as a trusted advisor and catalyst for organizational alignment and execution. Prepare strategic recommendations, business cases, and executive-level materials to support investment decisions, prioritization, and long-term planning. Synthesize complex operational, financial, and business data into actionable insights and compelling narratives for senior executives. Conduct strategic analyses of new business opportunities, including market assessments, competitive benchmarking, financial modeling, and operational impact evaluations. Partner with senior leaders to develop and oversee acquisition integration strategies, ensuring seamless transitions and realization of business objectives. Develop and maintain executive dashboards, scorecards, performance reporting frameworks, governance standards, execution frameworks, and performance management processes, while building deep expertise in the firm's operating model, organizational structure, business processes, systems, data, and key value drivers. Qualifications 12+ years of experience in corporate strategy, management consulting (MBB or Tier 2), business transformation, strategic finance, corporate development, or a related leadership role within a high-growth organization Bachelor’s degree in business, finance, economics, engineering, or a related field required; MBA or other advanced degree is preferred Direct experience within private markets, alternative investments, wealth management, asset management, fintech, or another highly regulated and operationally complex industry, including fund operations Deep understanding of fund managers (GPs), investment products, fund structures, investor servicing models, operating environments, operational risk, control frameworks, regulatory environments, and scalable operating practices Proven experience building, leading, and developing high-performing teams, with a track record of fostering collaboration, accountability, continuous improvement, and professional growth Demonstrated ability to influence senior executives, build consensus, and align diverse stakeholders around common goals, priorities, and business outcomes Proven success leading large-scale strategic and cross-functional initiatives, organizational transformations, operating model enhancements, and organizational change through influence rather than direct authority Experience designing and implementing governance frameworks, operating models, performance management processes, and organizational effectiveness initiatives Strong business acumen with the ability to translate complex challenges into actionable strategies, business cases, and measurable outcomes Experience developing strategic recommendations and executive-level materials for leadership teams, executive committees, and board-level audiences Exceptional analytical, problem-solving, and financial modeling capabilities, with the ability to synthesize complex operational and financial data into clear, actionable insights Strong communication, executive presence, stakeholder management, and relationship-building skills, with proficiency in data visualization, reporting, and business intelligence tools used to support decision-making and performance management Benefits The base salary range for this role is $200,000 to $250,000. 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 seeking a Service Desk Engineer to join the Corporate Technology team. This role is hands-on and requires the ability to handle various problems with expertise and exceptional judgment while working with end-users at the highest level within organizations. The ideal candidate will have excellent problem-solving skills, familiar with remote trouble shooting techniques, and the ability to give clear technical instructions. Responsibilities Provide end-user assistance, issue resolution, installation, troubleshooting and restore services in support of applications, computer systems, peripherals, and devices. Perform user access provisioning and deprovisioning. Assist in the testing and deployment of new systems, platforms, and applications. Prepare hardware and software for new employees. Perform root cause and impact analysis to investigate corporate application issues and make recommendations for potential solutions. Document incidents and tasks in the corporate ticket management system. Participate in calls after hours to provide resolutions to employees. Qualifications 3+ years of recent end-user technical support experience 3+ years of experience of Microsoft cloud-related technologies (O365, OneDrive, Exchange) 3+ years of experience in desktop technologies (Windows, MS Office) Familiarity and experience with VDI environments Experience with PowerShell, Mac OSX, and/or A/V systems is a plus Experience with ServiceNow is a plus Excellent written and verbal communication skills Strong time management and the ability to prioritize tasks Able to thrive in a fast-paced environment and work effectively under pressure Benefits The base salary range for this role is $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 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 a Sales and Account Management Analyst based in the greater Des Moines, IA area. to join the Annuities Platform team. This role is an individual contributor role responsible for supporting the Sales and Strategic Account Management organization across both carrier and distributor relationships. This position provides operational coordination, account administration, reporting, client meeting support, lead generation, and sales support activities. This individual plays a key role in maintaining account health, driving responsiveness, supporting business development efforts, and ensuring client commitments and internal action items are completed effectively and on time. This role serves as an entry point into both the Sales and Account Management career paths, providing broad exposure to client relationship management, pipeline generation, business operations, and commercial growth initiatives. This individual will help maintain a high level of organization and responsiveness across the account management portfolio while developing the skills necessary for future advancement into client-facing sales and account management roles. Responsibilities Support Carrier Account Managers and Strategic Account Managers in managing assigned carrier and distributor relationships. Coordinate client meetings, prepare agendas and materials, document meeting notes, and track follow-up actions. Maintain accurate account, opportunity, activity, and contact records within Salesforce. Track client commitments, deliverables, production support issues, implementation activities, and internal action items to ensure timely resolution. Prepare account reports, account health summaries, client activity reports, ticket summaries, and executive-ready presentations. Assist with client visits, conferences, strategic planning sessions, and meeting logistics. Qualify inbound leads and route opportunities to the appropriate sales or account management resource. Support outbound lead generation activities, marketing campaigns, prospect outreach, and event follow-up efforts designed to drive pipeline growth. Participate in prospect discovery calls, demonstrations, and sales follow-up activities as needed. Build and maintain Salesforce reports, dashboards, and data integrity to support business development and account management activities. Develop strong working relationships across Sales, Marketing, Product, Client Delivery, Production Support, Operations, and other internal teams. Respond promptly to client and internal requests while maintaining a high level of organization, professionalism, and customer service. Support special projects and other duties as assigned. Qualifications Minimum of 1-3 years of professional experience in account coordination, customer success, client service, project coordination, operations, insurance, financial services, SaaS, or related fields Strong organizational and time-management skills Excellent written, verbal, and presentation communication skills Strong attention to detail and follow-through Able to manage multiple priorities simultaneously Experience using Microsoft Office Suite, especially PowerPoint and Excel Experience using Salesforce or comparable CRM platforms preferred Able to build effective relationships and collaborate across teams Knowledge of life insurance, annuities, financial services, or InsureTech is preferred Self-motivated, proactive, and able to work independently in a fast-paced environment Strong customer-service orientation with a focus on responsiveness and follow-through Able to travel up to 5% of the time for team meetings, strategic planning activities, client visits, and industry events Benefits The base salary range for this role is $60,000 to $70,000.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. 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. This role is based in the greater Des Moines, IA 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.