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Location: Remote - United States About the Role iCapital is looking to hire a Vice President, Strategic Accounts to drive new business growth and develop long-term strategic relationships across the life insurance and annuity market. This individual will own the full client lifecycle and serves as both a strategic seller and trusted advisor, developing a deep understanding of clients’ businesses, priorities, and growth objectives and aligning iCapital’s solutions to support their success. This individual will work independently to develop and execute account strategies. Responsibilities Generate sustainable revenue and take responsibility for achieving and exceeding assigned sales and growth targets. Identify, develop, and close new business opportunities while maintaining a healthy and well-managed sales pipeline. Own client relationships across the full commercial lifecycle, from prospecting and opportunity development through ongoing relationship management, retention, and expansion. Develop a deep understanding of prospective and existing clients’ businesses, strategic goals, priorities, challenges, and growth initiatives. Build and maintain trusted relationships with executive, business, technology, and operational stakeholders. Develop and execute strategic account plans that address client objectives, revenue opportunities, relationship priorities, and retention risks. Present and demonstrate iCapital products and services, connecting capabilities to client needs and strategic objectives. Conduct regular business reviews, strategic planning sessions, and account health assessments with key clients. Identify expansion opportunities, account risks, and client needs and develop appropriate action plans. Serve as the voice of the customer internally and partner with Product, Client Delivery, Production Support, and Leadership to address client needs and execute strategic initiatives. Support the resolution of escalated client issues through proactive communication, stakeholder alignment, and consistent follow-through. Maintain a deep understanding of iCapital’s platform, products, processes, capabilities, and product roadmap. Stay informed of life insurance, annuity, distribution, technology, and broader industry trends and incorporate relevant insights into client strategies. Maintain accurate Salesforce records, account plans, opportunities, forecasts, client activity, and other required documentation. Participate in industry events, conferences, working groups, and associations to develop relationships, identify opportunities, and strengthen iCapital’s industry presence. Qualifications 8-10+ years of experience across enterprise sales, strategic account management, relationship management, customer success, consulting, or similar client-facing roles 4+ years of insurance industry experience, with strong knowledge of life insurance, annuity products, carrier operations, and insurance distribution Demonstrated success selling complex SaaS, technology, or enterprise solutions and managing sophisticated client relationships Successful track record of achieving or exceeding revenue, sales, retention, or growth objectives Experience managing the full client lifecycle, including prospecting, complex sales processes, relationship management, retention, and expansion Experience working with insurance carriers, distributors, IMOs, BGAs, or other life and annuity market participants is preferred Demonstrated ability to build relationships with senior and executive-level stakeholders Strong strategic planning, consultative selling, presentation, negotiation, communication, and problem-solving skills Able to influence outcomes across multiple departments and stakeholders without direct authority Experience with sales qualification methodologies such as MEDDPICC and knowledge of Mutual Action Plans is preferred Proficiency with Microsoft Office Suite and Salesforce.com or comparable CRM platforms Able to travel up to 50% of the time Benefits The base salary range for this role is $125,000 to $135,000. 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). Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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: Remote - United States About the Role iCapital is looking to hire a Vice President, Strategic Accounts to drive new business growth and develop long-term strategic relationships across the life insurance and annuity market. This individual will own the full client lifecycle and serves as both a strategic seller and trusted advisor, developing a deep understanding of clients’ businesses, priorities, and growth objectives and aligning iCapital’s solutions to support their success. This individual will work independently to develop and execute account strategies. Responsibilities Generate sustainable revenue and take responsibility for achieving and exceeding assigned sales and growth targets. Identify, develop, and close new business opportunities while maintaining a healthy and well-managed sales pipeline. Own client relationships across the full commercial lifecycle, from prospecting and opportunity development through ongoing relationship management, retention, and expansion. Develop a deep understanding of prospective and existing clients’ businesses, strategic goals, priorities, challenges, and growth initiatives. Build and maintain trusted relationships with executive, business, technology, and operational stakeholders. Develop and execute strategic account plans that address client objectives, revenue opportunities, relationship priorities, and retention risks. Present and demonstrate iCapital products and services, connecting capabilities to client needs and strategic objectives. Conduct regular business reviews, strategic planning sessions, and account health assessments with key clients. Identify expansion opportunities, account risks, and client needs and develop appropriate action plans. Serve as the voice of the customer internally and partner with Product, Client Delivery, Production Support, and Leadership to address client needs and execute strategic initiatives. Support the resolution of escalated client issues through proactive communication, stakeholder alignment, and consistent follow-through. Maintain a deep understanding of iCapital’s platform, products, processes, capabilities, and product roadmap. Stay informed of life insurance, annuity, distribution, technology, and broader industry trends and incorporate relevant insights into client strategies. Maintain accurate Salesforce records, account plans, opportunities, forecasts, client activity, and other required documentation. Participate in industry events, conferences, working groups, and associations to develop relationships, identify opportunities, and strengthen iCapital’s industry presence. Qualifications 8-10+ years of experience across enterprise sales, strategic account management, relationship management, customer success, consulting, or similar client-facing roles 4+ years of insurance industry experience, with strong knowledge of life insurance, annuity products, carrier operations, and insurance distribution Demonstrated success selling complex SaaS, technology, or enterprise solutions and managing sophisticated client relationships Successful track record of achieving or exceeding revenue, sales, retention, or growth objectives Experience managing the full client lifecycle, including prospecting, complex sales processes, relationship management, retention, and expansion Experience working with insurance carriers, distributors, IMOs, BGAs, or other life and annuity market participants is preferred Demonstrated ability to build relationships with senior and executive-level stakeholders Strong strategic planning, consultative selling, presentation, negotiation, communication, and problem-solving skills Able to influence outcomes across multiple departments and stakeholders without direct authority Experience with sales qualification methodologies such as MEDDPICC and knowledge of Mutual Action Plans is preferred Proficiency with Microsoft Office Suite and Salesforce.com or comparable CRM platforms Able to travel up to 50% of the time Benefits The base salary range for this role is $125,000 to $135,000. 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). Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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 a Solutions Engineer to join the Annuities Platform team. This role serves as the primary technical advisor and solution consultant for our annuities platform and products throughout the sales cycle, partnering closely with prospects, clients, and internal teams to design solutions that address complex business challenges. This role combines technical expertise, business consulting, and relationship management to help clients understand, evaluate, and successfully adopt iCapital solutions. This individual will lead discovery conversations, demonstrate product capabilities, propose solutions, support proposal development, and ensure a seamless transition from sales to implementation. The ideal candidate possesses a strong blend of technical acumen, industry knowledge, communication skills, and consultative selling experience. Responsibilities Partner with Sales teams, prospects, and clients to understand business objectives, technical requirements, workflows, and implementation goals, serving as a trusted advisor throughout the sales cycle. Lead discovery sessions and requirements gathering activities to define business processes, integrations, data requirements, risks, dependencies, and solution objectives. Design and recommend scalable solutions that align client needs with products and services while ensuring technical feasibility and long-term success. Deliver tailored product demonstrations, presentations, and solution workshops that communicate business value to both technical and non-technical audiences. Collaborate with the Product, Engineering, and Professional Services teams to validate solution designs, implementation approaches, and project scope. Support development of RFP and RFI responses, Statements of Work (SOWs), implementation estimates, technical documentation, and client-facing proposals. Ensure a seamless transition from sales to implementation by documenting requirements, assumptions, deliverables, and commitments while providing knowledge transfer and project support. Build and maintain strong relationships with prospects, clients, and internal stakeholders to establish credibility as a trusted advisor. Contribute to sales enablement materials, best practices, training content, and knowledge-sharing initiatives that support business growth and team effectiveness. Maintain expertise in insurance and financial services technology, industry trends, APIs, integrations, enterprise architecture, and emerging technologies. Represent the organization at client meetings, industry events, and solution workshops. Qualifications 2+ years of experience within insurance, annuity or wealth management, or financial services. 2+ years of experience partnering with sales, product, engineering, and professional services teams in a cross-functional environment. 2+ years of experience in technical sales, requirements documentation, client-facing software demonstrations, presentations, and solution consulting. Strong written, verbal, and presentation communication skills with the ability to influence both technical and business audiences. Able to translate complex technical concepts into clear business value for stakeholders. Experience with APIs, web services, data integrations, single sign-on (SSO), and enterprise system architecture. Familiar with Salesforce CRM and Microsoft 365 applications. Knowledge of ACORD standards, insurance data models, and industry integration frameworks is preferred. Knowledge of insurance and annuity new business processing workflows is preferred. Experience with Life and Annuity automated Order Entry platforms is preferred. Benefits The base salary range for this role is $75,000 to $95,000.  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 role is based in the greater Des Moines area. 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: Colorado Springs, Colorado, United States About the Role iCapital is looking to hire a Production Support Analyst (PSA) to provide front-line technical support for iCapital's annuities eApplication platform, ensuring timely resolution of client inquiries and system-related issues. This role serves as a critical point of contact for clients, delivering exceptional service while troubleshooting technical challenges, escalating critical incidents, and collaborating across teams to maintain platform performance. The PSA plays a key role in driving client satisfaction, improving operational efficiency, and contributing to continuous process enhancements through knowledge sharing and workflow development. This position supports clients during the 8:00 AM to 5:00 PM EST shift and operates under general supervision within a collaborative, fast-paced environment. Responsibilities Collaborate with Production Support team members to maintain active engagement during working hours and share workload responsibilities equitably. Respond to client inquiries and support requests with urgency, professionalism, and a focus on timely resolution. Identify critical issues and coordinate with cross-functional iCapital teams to drive prompt escalation and resolution. Maintain or exceed established response-time compliance standards and service level expectations. Deliver high-quality client experience to maintain or exceed customer satisfaction targets. Develop and contribute to standardized workflows, best practices, and process improvement initiatives. Perform technical support and ticket resolution activities under general supervision while demonstrating sound judgment and accountability. Qualifications 1-3 years’ experience in technology industry Experience providing direct end user support for software (either custom built software or SAAS model platform) Experience with online ticketing system and support; experience with Jira is a plus Experience creating user documentation; experience with Jira Confluence and SharePoint is a plus Experience in insurance industry is a plus Benefits The base salary range for this role is $60,000 to $75,000. 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 position can be based in the greater Colorado Springs, CO area, or the greater Des Moines, IA area. 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: Remote - United States About the Role iCapital is looking to hire an Associate Account Manager to support and grow relationships with an assigned portfolio of clients.This individual is responsible for account management and will be based remotely in the Midwest region. This individual will play a key role in maintaining overall client health, driving platform adoption, supporting strategic initiatives, and ensuring clients maximize the value of iCapital's solutions through proactive engagement, training, and ongoing relationship management. This individual will serve as a trusted day-to-day partner to clients while collaborating closely with internal stakeholders to deliver a best-in-class client experience. This role will manage client relationships, coordinate resources across teams, identify opportunities for growth and expansion, and support the successful execution of strategic account plans. Responsibilities Manage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement. Develop and execute account plans designed to improve client satisfaction, product utilization, relationship strength, retention, and overall account health. Conduct regular client meetings, business reviews, and proactive outreach to maintain strong working relationships and understand evolving business priorities. Analyze client health, platform adoption, business objectives, and utilization trends to identify risks, opportunities, and actionable recommendations. Serve as a trusted advisor by providing guidance on best practices, operational efficiencies, and strategic initiatives that support successful client outcomes. Lead platform onboarding, implementation support, training, and adoption efforts to maximize client engagement and utilization. Monitor account health and proactively identify risks, challenges, and opportunities for improvement. Support client retention and growth initiatives by identifying expansion opportunities and partnering with Sales and Strategic Account Management teams as appropriate. Coordinate and communicate on escalated client issues while partnering with Product, Client Delivery, Production Support, and other internal teams to drive successful resolution. Track client priorities, strategic initiatives, enhancement requests, and action items to ensure visibility and progress. Serve as the voice of the customer by communicating client feedback, business needs, operational challenges, and product enhancement opportunities internally. Build strong collaborative relationships across Product, Client Delivery, Production Support, Finance, Sales, and Leadership teams to support client success. Support renewal and commercial discussions through coordination, stakeholder management, follow-up activities, and internal alignment. Present and demonstrate company products, capabilities, and solutions when appropriate. Maintain accurate account plans, client activity records, and documentation within Salesforce and other approved systems. Keep internal systems and records updated with relevant client notes, activities, and required information. Participate in industry events, conferences, and client-facing activities to strengthen industry knowledge and professional networks. Complete ad hoc projects and assignments as needed. Qualifications 3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles Preferred experience within financial services, insurance, InsureTech, FinTech, wealth management, or related industries Demonstrated ability to manage complex client relationships and multiple stakeholder groups Strong communication, presentation, relationship-building, and interpersonal skills Strong consultative problem-solving and client service orientation Experience developing and executing account plans and driving client engagement strategies Strong organizational, project management, and coordination capabilities with the ability to manage multiple priorities Able to analyze client health, identify business needs, and develop actionable recommendations Experience collaborating across multiple departments and influencing outcomes without direct authority Proficiency with Microsoft Office Suite and Salesforce or comparable CRM platforms Able to work independently, proactively, and effectively in a fast-paced environment Willingness to travel as needed for client meetings, business reviews, conferences, and team events Benefits The base salary range for this role is $70,000 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). Employees in this role will work fully remote based in the Midwest region. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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 a Client Delivery AVP to join the Annuities Platform team. This role provides operational, portfolio, and people leadership across the Carrier/Distributor client portfolio. The role is accountable for successful and on-time delivery of SaaS implementations, enhancements, and ongoing client initiatives, including project governance, portfolio financial performance, resource management, client escalations, and transition to ongoing support. The role leads Project Coordinators, Business Analysts, Configuration Analysts, and other delivery resources, and serves as a key connection point among Client Success, Solutions Engineering, Product, Engineering, Operations, Finance, Sales, and Support. Responsibilities Lead a portfolio of Carrier/Distributor client implementations, enhancements, and strategic initiatives, ensuring successful delivery, client satisfaction, and business outcomes. Serve as the primary delivery leader for assigned clients, building trusted relationships and aligning delivery efforts with client goals and strategic objectives. Provide oversight of project governance, timelines, scope, milestones, risks, dependencies, resource allocation, quality, and delivery performance. Lead teams consisting of Project Coordinators, Business Analysts, Configuration Analysts, and other delivery resources to successfully deliver client implementations, enhancements, and strategic initiatives. Manage portfolio capacity planning and resource utilization to ensure projects are appropriately staffed and aligned to business priorities. Drive project and portfolio health by proactively managing risks, issues, escalations, dependencies, change requests, and stakeholder communications. Own portfolio financial performance, including forecasting, revenue, margin management, billing accuracy, and operational efficiency. Ensure accurate project reporting, portfolio visibility, and adherence to project management standards, tools, and delivery processes. Serve as a senior escalation point for complex client and cross-functional delivery issues, driving timely resolution and executive visibility when needed. Partner closely with Product, Engineering, Solutions Engineering, Operations, Finance, Sales, Support, and Client Success teams to deliver client outcomes and remove delivery obstacles. Promote continuous improvement through enhanced governance, reporting, change management, implementation practices, and operational processes. Qualifications Project Management Professional (PMP) certification preferred. 7+ years of project management or delivery leadership experience implementing Software/SaaS solutions in financial services or insurance. Demonstrated experience managing a client portfolio, portfolio financial performance, and multiple teams concurrently. Experience managing the performance of Project Coordinators/Managers, Business Analysts, and cross-functional delivery teams. Proven success leading SaaS projects and programs on time, within scope, and within budget. Experience leading, motivating, and managing teams of varying sizes, including internal and external resources. Experience in financial services/financial software applications is required, Insurance experience in Life, Annuity, Property & Casualty applications is strongly preferred. Excellent leadership, written, verbal, presentation, and interpersonal communication skills. Strong analytical, organizational, problem-solving, team building, and change leadership capabilities. Ability to work independently and collaboratively while adapting to shifting priorities, demands, and timelines. Proficiency with Microsoft Teams, Word, Excel, PowerPoint, and Outlook. Experience with JIRA is required, Cantata is a plus. Benefits The base salary range for this role is $110,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. This role is based in the greater Des Moines, IA area. 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 Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence. The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes. Responsibilities Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators. Own the client relationship from the sales hand-off through go-live and beyond. Seek and synthesize customer feedback to inform product and process improvements. Identify risks, gaps, or delays in onboarding and drive resolution proactively. Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team. Manage timelines, expectations, and communication across internal teams and external stakeholders. Drive accountability across clients and internal partners to keep projects on track. Act as a trusted advisor to clients, guiding them through best practices and platform capabilities. Qualifications 2–5 years of experience as a client success manager, managing client relationships and owning a book of business Basic understanding of fund formation processes Familiar with APIs and SFTP workflows Exceptionally detail-oriented when managing VIP and Enterprise clients Proficient communicator adept at engaging with senior executives (i.e. C-suite, partners), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment Comfort using AI tools and applying them effectively in a professional setting Benefits The base salary range for this role is $70,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Santa Clara, CA Workplace: onsite About Welo Data Welo Data, a Welo Global brand, is the multilingual data and evaluation partner for foundation labs and enterprises deploying GenAI systems globally. They deliver the human judgment, data infrastructure, and evaluation systems that ensure AI models perform reliably across languages, cultures, and real-world contexts, at every stage from training through deployment.  Its global network of 500,000+ vetted experts spans 300+ languages and locales, enabling high-quality multilingual data creation and structured model evaluation across the full spectrum of modern AI applications — from large language models and voice and speech systems to agentic workflows and robotics and embodied AI. This breadth of linguistic, cultural, and domain expertise enables Welo Data to address critical AI development challenges, including safety, bias, inclusivity, and cross-lingual reliability. A unified global operating model, led by specialized program and quality experts and grounded in assessment-driven talent selection, localized rubrics, and continuous calibration, ensures consistent performance across languages, domains, and modalities. Underpinning all of this is NIMO™ (Network Identity Management and Operations), Welo Data's proprietary identity and fraud-prevention framework. Built to maintain data integrity and workforce trust across a global contributor base, NIMO combines advanced verification, continuous monitoring, and structured QA to ensure every dataset is accurate, traceable, and culturally grounded. welodata.ai    Role Overview You own a shift. Not a zone of it, not a function within it — the whole thing. Roughly 140 operators, 13 Cell Leads, and 3 Operations Supervisors collecting robot demonstration data, and you are the single person accountable for what that shift produces, how good it is, and whether everyone goes home safe. The shift you own runs whether or not the Production Manager is in the building. That's the job: your shift should be indistinguishable in output and quality from the one before it and the one after it. What You Will Do Own your shift's production plan end to end — accepted episodes, first-pass acceptance, utilization, and labor efficiency against target. Manage 2–3 Operations Supervisors; own their performance, their development, and the quality of the Cell Lead bench underneath them. Run shift start-up, mid-shift review, and a documented handoff — you receive the shift before yours and hand off cleanly to the shift after. Make the real-time calls: redeploying staff when a cell goes down, resequencing work when a task type stalls, flexing coverage when attendance comes in short. Own safety on your shift — daily walks, protocol enforcement, incident response, and the expectation that your supervisors use: their stop-work authority. Partner with Data Quality on your shift's acceptance rate; drive root cause into retraining and process rather than into a rework queue. Escalate equipment and rig issues to Lab Engineering and keep staffed-but-idle hours visible. Handle performance management and employee relations escalations from your supervisors, partnering with HR. Hold California meal, rest, and overtime compliance across every non-exempt employee on your shift. Report your shift's performance and variance daily, with the explanation and the fix, not just the number. What Good Looks Like Your shift hits plan without overtime surprises or last-minute heroics. Handoffs are clean enough that the next shift starts producing immediately. Your supervisors make decisions without calling you, and your Cell Leads are being prepared for supervision. Quality on your shift doesn't vary from the other shifts — consistency is the whole point of this layer. Problems reach the Production Manager as "here's what happened and here's what I did," not as an open question. Basic Qualifications 5+ years in production, manufacturing, warehouse, or lab operations, including 2+ years managing supervisors or team leads. Experience with full accountability for a shift or a production area of 75+ hourly employees. Track record owning daily output and quality targets, and explaining variance credibly. Experience with performance management, attendance, and employee relations for a non-exempt workforce. Working knowledge of California wage and hourly requirements for non-exempt employees. Available to own an assigned shift (day, swing, or night) onsite in Santa Clara. Preferred Qualifications Robotics, hardware, AI data collection, advanced manufacturing, or technical lab background. Experience in a quality-gated operation where output is inspected before it counts. Promoted from a supervisor role, or has promoted supervisors from their own team. Comfort pulling and interpreting your own shift data from dashboards or spreadsheets. Continuous improvement background — Lean Six Sigma, or equivalent practical experience. Bilingual (English/Spanish). Work Environment and Physical Requirements Onsite robotics lab and warehouse environment; the majority of your shift is spent on the floor. Assigned shift, with occasional cross-shift coverage during ramps, launches, and handoff issues. Must be able to stand and walk the floor for extended periods. Must be able to occasionally lift and/or move up to 25 lbs. Why This Role Matters Consistency across shifts is what turns a lab into an operation. This role is the reason the third shift produces like the first one, and the reason problems get solved on the floor instead of escalating. Benefits Included in the Offer: - Friendly Working Environment - IT Equipment - Social Activities - Global Mobility Policy - Employee Referral Program - Employee Assistant Program - Medical, Dental, and Vision Insurance - HSA & FSA - 401(k) retirement - Short & Long Term Disability Insurance - Accident, Critical Illness, Hospital Indemnity Insurance  - Telemedicine Benefit - Annual Leave - Paid Public Holidays - Maternity/Paternity Leave   Hourly Pay: $71-$81/hour.   Job Reference: #LI-JC1

Location: New York, New York, United States About the Role iCapital is looking to hire a Vice President to join the Fund Monitoring team. This role is responsible for overseeing the monitoring and analysis of feeder and underlying fund performance across iCapital’s private market offerings, including private equity, private credit, and real assets. The individual will deliver investment updates to internal and external stakeholders, engage directly with fund managers, and support other initiatives such as secondary sales and investment oversight decisions. Responsibilities Lead monitoring and analysis of underlying fund performance across iCapital’s private equity, private credit, and real asset offerings. Prepare and deliver clear, executive-level call summaries, investment updates, and talking points for internal and client-facing stakeholders. Keep track of broader macro developments and trends through regular engagement with iCapital’s fund managers. Represent iCapital at Annual General Meetings (AGMs) and other conferences. Act as subject matter expert on fund portfolio and performance for internal and external audiences. Prepare performance analytics and fund-level financial modeling. Partner closely with the Governance team to support initiatives such as secondary sales and investment oversight decisions. Mentor junior team members, providing guidance on analysis, communication, and professional development as the function scales. Qualifications Bachelor’s degree is required 8-10+ years of relevant experience within private markets, investment banking, asset management, or investment consulting Progress toward or completion of CFA or CAIA is preferred Experience in financial analysis and modeling Excel proficiency is required and familiar with valuation methodologies (DCF, peer comps, etc.) is preferred Demonstrated ability to synthesize complex investment data into concise, client-ready materials Deep interest in and working knowledge of alternative investments Exceptional verbal and written communication skills, with experience engaging senior stakeholders Highly organized with strong attention to detail and the ability to manage multiple priorities independently Willingness and able to travel up to 15% as required Benefits The base salary range for this role is $150,000 to $195,000.  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 a motivated and detail-oriented Associate Business Process Analyst, UiPath Developer to join our Intelligent Automation team. The ideal candidate will combine solid business analysis skills with hands-on UiPath development experience to identify, design, build, and deploy Robotic Process Automation (RPA) solutions that drive operational efficiency across the organization. Responsibilities Engage with business stakeholders to identify, document, and prioritize automation opportunities. Conduct process discovery workshops and prepare detailed Process Definition Documents (PDDs). Perform AS-IS and TO-BE process mapping; calculate ROI and feasibility for automation candidates. Translate complex business requirements into clear functional specifications for development. Design, develop, test, and deploy automated workflows using UiPath Studio (REFramework preferred). Build attended and unattended automation bots using UiPath Orchestrator for scheduling and monitoring. Integrate RPA solutions with enterprise systems including ERP, CRM, and legacy applications. Conduct unit testing, UAT support, and defect resolution throughout the development lifecycle. Maintain and enhance existing automations to address process changes or system upgrades. Maintain comprehensive technical documentation including Solution Design Documents (SDDs) and runbooks. Adhere to CoE standards, coding conventions, and change management procedures. Participate in code reviews and contribute to continuous improvement of development best practices. Qualifications Bachelor's degree in computer science, information systems, business administration, or related field 3+ years of hands-on experience in business process analysis or RPA development Proficiency in UiPath Studio, UiPath Orchestrator, and UiPath Assistant Experience developing automation using REFramework and exception-handling best practices Solid understanding of process analysis methodologies (BPMN, swimlane diagrams, value stream mapping) Familiar with at least one enterprise platform (SAP, Salesforce or ServiceNow) Working knowledge of SQL, Excel automation, and API and web service integrations. Strong analytical, problem-solving, and verbal and written communication skills UiPath Certified RPA Associate (UiAR) or UiPath Certified Advanced RPA Developer (UiARD) Experience with AI/ML capabilities in UiPath (Document Understanding, AI Fabric, Action Center) Exposure to process mining tools such as UiPath Process Mining or Celonis Agile and Scrum project experience, CBAP or PMI-PBA certification is a plus Problem solving and analytical thinking Communication and stakeholder management Attention to detail Team collaboration Adaptability and learning agility UiPath automation tools AWS cloud services Python, VB.NET/C#, API integrations SQL databases Git, Docker, JIRA, Confluence REST/SOAP services and Postman Microsoft Power Platform Process Mining (UiPath/Celonis) Benefits The base salary range for this role is $100,000 to $120,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Salt Lake City, Utah, United States About the Role iCapital is seeking a Backend Software Engineer at Assistant Vice President level. You will design, build, and operate services that power the iCapital platform.You will collaborate with engineers, product managers, and technical partners throughout the development lifecycle. Our service-oriented platform primarily uses Scala, Ruby, and Python, but prior experience with these languages is not required. We value strong engineering fundamentals and the ability to learn new technologies. Responsibilities • Design, build, test, deploy, and maintain cloud-based services and APIs. • Translate product and business needs into practical technical solutions. • Own projects from design through production rollout and ongoing support. • Write maintainable code and contribute to technical design decisions. • Participate in code reviews and improve engineering standards. • Build testing, observability, security, and operational readiness into services. • Use AI-assisted development tools responsibly to improve delivery, investigation, and learning. Qualifications • 6+ years experience with a modern programming language such as Ruby, Scala, Python, Java, or TypeScript. • 4+ years experience building or integrating with APIs and backend services. • Knowledge of relational or NoSQL databases and data modeling. • Familiarity with automated testing, version control, and modern software delivery practices. • Understanding of cloud application development and distributed systems. • Strong problem-solving, collaboration, and communication skills. • Experience using AI-assisted development tools to plan work, refine specifications, delegate tasks, and validate implementation quality. Benefits The base salary range for this role is $100,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Greenwich, Connecticut, United States About the Role iCapital is looking to hire an Internal Wholesale Associate to join the Alternative Distribution team. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. You'll partner with External Wholesalers and own advisor relationships actively prospecting, educating, and closing new business while deepening engagement with existing clients. You'll be the connective tissue between financial advisors and iCapital's full ecosystem, driving platform adoption and revenue growth across our alternatives marketplace. Responsibilities Build pipeline and drive revenue — proactively prospect and activate new financial advisors, delivering a compelling iCapital value proposition that converts interest into investment activity. Lead go-to-market campaigns — spearhead outreach around new product launches, conferences, and thought leadership content to generate qualified engagement and accelerate the sales cycle. Be a trusted alternatives expert — continuously deepen your knowledge of alternative investment products so you can consult advisors with confidence and credibility at every stage of the deal. Drive CRM discipline — maintain sharp Salesforce records and advisor profiles that fuel smarter targeting and stronger team performance across the firm. Manage and grow referral revenue — identify and route high-potential opportunities to the iCapital Structured Investments, Architect, and Client Solutions teams. Act as the main point of contact and problem solver for advisors regarding investment creation and servicing. Qualifications Bachelor’s degree in a related field 2+ years of outbound sales experience — you know how to pick up the phone, build rapport fast, and move prospects through a funnel Background in investment or financial services; familiarity with alternatives is a strong plus Strong command of Salesforce, PowerPoint, Excel, and Word; Tableau or BI tools a bonus Exceptional communication skills, sharp critical thinking, and the ability to juggle multiple priorities without dropping the ball FINRA SIE, Series 7 and Series 63 licenses. Chartered Alternative Investment Analyst (CAIA) certification preferred or attainment within 2 years of hiring date Benefits The base salary range for this role is $95,000 to $105,000.  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 a Head of Content Strategy to lead and scale the firm's global content vision during its next phase of growth. This individual will develop a unified content strategy that strengthens iCapital's position across investment management, wealth management, and financial technology while expanding the firm's thought leadership across its growing platform of solutions. Working closely with executive leadership and senior subject matter experts, the successful candidate will translate complex industry insights into compelling content that informs, differentiates, and drives engagement. This leader will establish the editorial standards, governance structures, and operating model needed to deliver high-quality content at scale. Combining strategic leadership with hands-on content expertise, they will play a critical role in elevating iCapital's brand, market presence, and commercial impact. Responsibilities Develop and lead a multi-year content strategy and scalable messaging architecture that positions iCapital at the intersection of investment management, wealth management, and financial technology while supporting global and regional growth opportunities. Build, lead, and mentor a high-performing content organization, including agency and external partner relationships, while establishing the workflows, governance structures, and resourcing models needed to operate efficiently at scale. Translate complex financial and business concepts into compelling, audience-centric narratives across investment management, private markets, structured investments, ETFs, annuities, life insurance, and evolving platform capabilities. Develop, write, edit, and oversee content across formats including thought leadership, executive perspectives, educational content, research distribution, presentations, newsletters, podcasts, video, digital content, and emerging channels. Establish editorial standards, content governance frameworks, publication processes, editorial calendars, tone-of-voice guidelines, and audience-specific messaging to ensure consistency, quality, and regulatory compliance across the organization. Partner closely with executive leadership, investment professionals, senior subject matter experts, Product Marketing, Brand, Digital, Social, PR, Events, Compliance, and international business teams to align content strategy with business priorities and market opportunities. Expand content visibility and distribution through multi-channel programs, SEO and answer engine optimization (AEO), paid, owned, and earned media, strategic content partnerships, industry relationships, and emerging platforms. Represent iCapital's thought leadership strategy through conferences, partner events, media relationships, executive presentations, and other initiatives that strengthen market presence and brand credibility. Qualifications 15+ years of experience leading content strategy, editorial, thought leadership, or content marketing functions within financial services, investment management, wealth management, fintech, or a related industry Bachelor's degree is required; advanced degree in finance, economics, journalism, communications, or a related field is preferred Demonstrated success developing and executing enterprise-wide content strategies across multiple audiences, channels, formats, and global markets while delivering measurable business outcomes Deep understanding of financial markets and experience partnering with portfolio managers, research analysts, strategists, economists, and other investment professionals to translate complex concepts for diverse audiences Exceptional writing, editing, storytelling, and content development capabilities across long-form, short-form, and multimedia formats, with the ability to operate as both a strategic leader and hands-on practitioner Proven ability to build and scale teams, establish content governance frameworks, manage complex projects, and lead multiple concurrent initiatives in fast-paced environments Strong stakeholder management, communication, and influencing skills with a track record of advising senior executives, building trusted partnerships, and aligning cross-functional teams around shared objectives Data-driven mindset with expertise in content performance measurement, analytics, SEO, AEO, content distribution, and optimization across digital, social, email, video, PR, paid media, and events Benefits The base salary range for this role is $215,000 to $300,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is looking to hire a Head of Research and Market Development to build and lead iCapital's market intelligence function, delivering actionable insights across private markets, wealth management, and financial technology. This role combines market research, client and advisor insights, competitive intelligence, and business analysis to inform strategic decision-making across Product, Marketing, Sales, Distribution, Corporate Development, and executive leadership. This individual will translate complex market dynamics into clear recommendations that strengthen iCapital's competitive position, identify growth opportunities, and support long-term business expansion. Working across global teams and external partners, this individual will establish the frameworks, governance, and reporting capabilities needed to scale a best-in-class market intelligence function. This role will serve as a trusted advisor to senior leadership while advancing iCapital's position as a thought leader in the evolving wealth and alternatives landscape. Responsibilities Build and lead a centralized market intelligence function, including its vision, operating model, governance framework, roadmap, and long-term team structure. Develop scalable research, reporting, dashboards, executive briefings, and knowledge-sharing resources that support enterprise-wide decision-making. Serve as the firm's central resource for market research, client and advisor insights, competitive intelligence, market development initiatives, and external research relationships. Monitor market, competitive, regulatory, and industry trends across investment management, wealth management, financial technology, private markets, hedge funds, structured investments, insurance, retirement, and advisor distribution. Produce market landscape assessments, opportunity analyses, adoption studies, and business intelligence that inform strategic planning and commercial priorities. Partner with Product, Marketing, Sales, Distribution, Corporate Development and Strategy, and international business leaders to inform product strategy, positioning, messaging, growth initiatives, and expansion opportunities. Identify emerging market opportunities, competitive whitespace, partnership opportunities, and evolving client needs that support innovation and platform differentiation. Design and lead primary research initiatives while delivering executive presentations, strategic recommendations, and thought leadership that promote market awareness and data-driven decision-making across the organization. Qualifications 15+ years of experience in market research, market intelligence, strategy, consulting, business insights, or related functions within financial services, wealth management, asset management, alternatives, or fintech MBA or equivalent advanced degree is preferred Proven experience building, scaling, and leading market intelligence, market development, strategic insights, or research organizations Deep understanding of private markets, alternative investments, advisor distribution, wealth management, portfolio construction, and related investment products and platforms Strong analytical, strategic, and problem-solving skills with the ability to synthesize complex data, market dynamics, and business trends into actionable recommendations Demonstrated success influencing senior executives, advising cross-functional stakeholders, and driving enterprise-wide initiatives Exceptional written, verbal, and presentation skills with experience delivering executive-level insights and recommendations Experience leveraging market research, competitive intelligence, analytics platforms, and external industry relationships to support business growth and decision-making Benefits The base salary range for this role is $190,000 to $215,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is looking to hire a Senior Content Producer Vice President to join the Communications team. This role serves as a strategic partner, developing content that translates complex market developments, investment strategies, and industry trends into engaging narratives for advisors, institutional investors, and private wealth audiences. This role blends financial expertise, editorial leadership, and storytelling to create high-impact content across video, digital, social, podcast, event, and written channels. The ideal candidate brings strong editorial judgment, a newsroom mindset, and a deep understanding of financial markets and the evolving wealth management landscape. As investors continue to expand beyond traditional stocks and bonds, this individual will help communicate the ideas shaping modern portfolios, including private markets, alternative investments, and other specialized solutions. This individual will play a key role in strengthening iCapital's thought leadership and position as a trusted voice in wealth management. Responsibilities Lead editorial planning, guest strategy, and content development for flagship franchises, including, The Bridge, original series, special programs, as well as brand and marketing content through execution. Develop content aligned with market trends, investment themes, business priorities, product launches, and thought leadership initiatives. Monitor financial markets, industry developments, and news cycles to identify timely content opportunities. Translate complex investment concepts into clear, engaging content across multiple formats and audiences. Research, recruit, and prepare industry leaders, executives, and subject matter experts for content initiatives. Create interview briefs, talking points, scripts, articles, executive communications, and social-first content. Translate long-form financial content into engaging social-first video and promotional content that extends its reach across platforms. Partner with Investment, Production, Creative, Communications, and Marketing teams throughout the content lifecycle. Provide editorial direction from concept through post-production. Support executive thought leadership and content that helps advisors navigate an increasingly sophisticated investment landscape. Maintain a newsroom mindset that balances speed, accuracy, editorial rigor, and business impact. Qualifications 10+ years of experience in financial journalism, investment content, business media, editorial production, wealth management, asset management, or a related field Deep understanding of financial markets, portfolio construction, private markets, alternative investments, and wealth management Proven experience developing editorial programming, booking high-profile guests, and managing executive relationships Exceptional writing, editing, storytelling, and communication skills Strong editorial judgment and understanding of audience engagement across platforms Demonstrated experience developing and scaling long-form financial content franchises across written, video, podcast, event, and executive thought leadership channels Experience developing social-first video and adapting long-form financial content for YouTube and other digital and social platforms Benefits The base salary range for this role is $150,000 to $170,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Salt Lake City, Utah, United States About the Role iCapital is looking for a Salesforce Administrator to take hands-on ownership of the Salesforce estate, spanning multiple organizations supporting the Distribution, Enterprise, Structured Investments, and Data Solutions teams.  Working alongside a close-knit team to drive platform stability, data quality, and commercial capability, this is a role for someone comfortable walking into complexity, assessing it clearly, and building solutions that last. Responsibilities Support daily Salesforce operations, including user requests, ticket resolution, and stakeholder communication. Lead the assessment, documentation, and enhancement of Salesforce configuration across multiple organizations including environments where formal ownership is being established. Gather and translate business requirements into scalable, user-friendly solutions. Configure standard Salesforce tools such as Flows, approval processes, reports and dashboards. Manage user and license administration (i.e. setup and deactivation, roles, profiles, permission sets, sharing rules). Partner with an external delivery partner and progressively take ownership of complex configuration and build work as internal capability scales. Maintain and manage sandbox environments for testing and deployment. Collaborate with teams using integrated platforms. Troubleshoot and fix bugs as needed. Monitor Salesforce releases and recommend relevant platform improvements. Communicate platform updates and provide user training as needed. Qualifications 5-7+ years of hands-on Salesforce Admin experience Bachelor’s degree or equivalent experience in a related field Salesforce Administrator certification is required; Salesforce Advanced Administrator certification is a plus Experience with Salesforce Data Cloud, Agentforce, Marketing Cloud or integrated platforms such as HubSpot, Cvent, or Tableau is strongly preferred Experience working across multiple Salesforce orgs, including environments with limited existing documentation Familiar with financial services, fintech, or alternative investments is a plus Excellent written and verbal communication skills with attention to detail Able to document processes and contribute to internal knowledge management Comfortable working independently while collaborating across teams Benefits The base salary range for this role is $90,000 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: Des Moines, Iowa, United States About the Role iCapital is looking to hire a Business Solutions Consultant to serve as a lead role in research and requirement analysis. This individual will complete the requirements that the Development team will use to develop or enhance the company’s product offerings and require little guidance. This role is involved throughout the software development life cycle starting with requirements gathering and continuing all the way through to the successful release of the software. Responsibilities Refine documentation for clarity and consistency by anticipating questions from development and testing teams and ensuring content is unambiguous and complete. Analyze customer requests to assess system impacts and engage customers in discussions regarding the benefits and tradeoffs of proposed updates. Expand industry knowledge of insurance products through continuous learning and research. Gather data from multiple sources, including customers, product guides, marketing materials, prospectuses, style guides, and mockups, to develop solutions to business challenges. Evaluate potential solutions and make informed tradeoff decisions. Implement standard and non-standard customer requirements within at least one platform. Identify and analyze problems while recommending effective solutions. Manage day-to-day issues and challenges independently with minimal oversight. Generate innovative ideas by evaluating client requirements and system functionality. Resolve less complex client issues directly and engage senior team members when appropriate. Elicit customer requirements through documentation reviews, workflow analysis, and walkthrough sessions. Assess customer needs and business situations independently and in collaboration with others. Develop clear, concise specifications with an appropriate level of detail. Qualifications 3+ years working experience in the financial services or insurance industry, either directly through sales and marketing support, illustration or through a vendor position 2+ years of experience in gathering and writing business and technical requirements in an SDLC environment for life or annuity products is required Knowledge of Life or Annuity products and insurance products is required Industry Certifications and/or licenses is preferred Understanding of Agile or Waterfall Software Development Life Cycle 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 the greater Des Moines, IA area, the greater Colorado Springs, CO area, or the greater Salt Lake City, UT, area. 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: Des Moines, Iowa, United States About the Role iCapital is looking to hire an Associate Project Manager (PM) to support external clients throughout the project implementation and software development lifecycle. The PM is responsible for managing client statements of work, facilitating requirements analysis and design, baselining project plans, keeping the client informed of project progress, tracking and communicating financial status, ensuring timeline schedule, managing change, mitigating risk, and working with the client to facilitate on time, on budget project deliveries. Responsibilities Provide exceptional customer service to external clients and internal teams. Manage project deliverables to ensure completion on schedule, within budget, and to client satisfaction. Maintain project financial performance within approved client budgets and assessments. Deliver project timelines on or ahead of schedule according to plan. Manage resource allocation through accurate bookings and effective coordination of work product delivery. Assess, communicate, and manage project scope changes to secure client approval and minimize project impact. Track and achieve productivity, utilization, and margin metrics in accordance with established company guidelines. Maintain accurate project data, including resourcing, task management, bookings, time recording, budgets, timelines, dependencies, and other required details within project management systems. Meet established KPIs in alignment with Project Management requirements. Qualifications 3-5 years’ experience in project or program management Experience with the Software Development Life Cycle (SDLC) Experience with either Waterfall or Agile methodologies Strong knowledge of MS Office Products: Word, Excel, Outlook, PowerPoint, Project, SharePoint and Visio Experience with project management software (JIRA, MS Project, etc.) Project Management Certifications are a plus (i.e. PMP, CSM, CAPM, SAFe) Six Sigma or Lean process improvement experience is a plus Experience in financial services, particularly life insurance or annuities, is a plus 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. 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.