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Location: Colorado Springs, Colorado, 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.

Location: Colorado Springs, Colorado, United States About the Role iCapital is looking to hire a Project Coordinator to support internal teams and external clients throughout the project implementation and software development lifecycle. This position is responsible for managing many smaller projects and change requests at all project stage such as planning, design, execution, and delivery. Responsibilities Staff projects appropriately to support successful delivery. Maintain project tracking systems accurately and keep clients informed of progress. Deliver projects on time and within budget. Manage project schedules, timelines, and deliverable tracking tools. Coordinate project meetings and ensure action items are completed on schedule. Identify and escalate project risks, issues, and resource constraints. Prepare and distribute project status reports and stakeholder communications. Maintain accurate and complete project documentation throughout the project lifecycle. Support client onboarding, implementation, and change request activities. Facilitate cross-functional collaboration to achieve project objectives and maintain client satisfaction. Qualifications 1-3 years of software development project management experience Strong knowledge of MS Office Products: Word, Excel, Outlook, PowerPoint, SharePoint, PowerBI, and Visio Able to manage a large number of small projects Able to negotiate priorities and resolve conflicts Excellent verbal and written communication skills Strong relationship management and customer service skills Excellent problem solving and organizational skills Strong multi-tasking skills Experience with SaaS and software development projects Experience with Life Insurance and/or Annuities is a nice to have 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. 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 for a Vice President to join its Hedge Fund Finance team to focus on Hedge Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, senior management, and clients on a variety of accounting and reporting processes. Responsibilities Lead and manage a portfolio of private equity and hedge fund feeder funds. Work with the Implementation teams with regards to new business and fund launches. Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective. Review monthly and/or quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs. Review and sign-off on capital call and distribution cash analysis, investor allocation files and notices prepared by third party admins and Associate or Assistant Vice President members of the Fund Finance team. Participate in management-level meetings internally and externally. Facilitate and work with the Technology and Product teams to drive process automation and efficiency. Monitor fund’s compliance with the partnership operating agreement terms. Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP. Help prepare and oversee other periodic and ad hoc reporting in collaboration with compliance, legal and other internal and external stakeholders. Qualifications Bachelor’s degree in accounting or finance 10-15 years of fund management accounting and operations experience with a focus on alternatives Advanced degree and credentials, or progress towards MBA, CPA, CFA, or CAIA designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment Strong verbal, written, and interpersonal communication skills Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $140,000 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 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 Compliance Assistant Vice President to join its Regulatory and Compliance team to lead the review and approval process for investor AML and KYC with a strong private fund focus. This role will be responsible for ensuring compliance with all AML and KYC regulatory requirements and generally assisting the Legal and Compliance teams with various compliance-focused tasks. Responsibilities Review of investor and client AML and KYC documentation, client communications, quarterly reporting and ongoing monitoring. Perform third party reliance testing and monitoring. Collaborate across various business lines on new initiatives, providing compliance guidance. Conduct AML screening review and dispositions. Assist in preparing for and responding to inquiries and audits. Qualifications 5+ years of alternatives experience, preferably with both broker dealer and registered investment advisor experience Strong knowledge of the Investment Company Act of 1940, Securities Act of 1933 and Cayman Islands Anti-Money Laundering Regulations AML and KYC knowledge of regulatory requirements for private fund investors Experience with AML screening resolution vendor tools (i.e. LexisNexis, Worldcheck, ComplyAdvantage) Excellent verbal communication skills with the ability for personal interaction Thrives in a fast-paced environment with a continuous learning mindset Self-motivated with robust project management and process development skills ACAMS certification is preferred JD is a plus Benefits The base salary range for this role is $110,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 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 an Event Content Strategist Vice President to join the Global Events team. This role will be responsible for shaping and driving the content strategy across iCapital's US portfolio of proprietary and sponsored conferences. Reporting to the Global Head of Events, this individual will sit at the intersection of event strategy, agenda development, speaker management, and audience engagement. This role ensures every event tells a compelling and cohesive story that aligns with iCapital's business priorities, market positioning, and evolving industry trends. Responsibilities Develop and lead event content strategy, programming, and execution across iCapital’s US event portfolio. Partner with the Brand, Product and Channel Marketing, Sales, Product, Investment Strategy teams, and senior leadership to identify key themes, trends, and thought leadership opportunities, ensuring content remains relevant, differentiated, and aligned with business objectives, industry developments, and client interests. Establish content measurement frameworks to evaluate event effectiveness, audience engagement, and content pull-through across marketing channels, leveraging insights to inform future programming and extend the value of event content. Own the end-to-end speaker journey across US events, including outreach, confirmation, content development, presentation reviews, rehearsals, briefing materials, production coordination, onsite support, post-event follow-up, and management of key communications and deadlines. Partner closely with Product and Channel Marketing, Creative, Brand, Communications, Legal, Compliance, executive offices, and agency partners to coordinate content-related workstreams, ensuring alignment, accountability, and successful execution across stakeholders. Serve as a trusted advisor to executives, clients, sponsors, and external speakers on content strategy, messaging, and event participation. Partner with the Sponsorship team to maximize sponsor participation through speaking opportunities, panel discussions, thought leadership sessions, and content activations that align with sponsor expertise and business objectives. Build scalable content and speaker management processes, including playbooks, timelines, and frameworks that improve efficiency, consistency, and execution across events. Track agenda performance, speaker effectiveness, and audience engagement metrics, delivering post-event insights and recommendations to drive continuous improvement and inform future event strategy. Qualifications 8–12+ years of experience in event content strategy, conference programming, communications, marketing, or related fields Proven experience developing content programs for large-scale conferences, executive forums, or thought leadership events Comfortable developing overarching content frameworks, partnering with senior stakeholders on messaging, managing executive and external speakers, and driving the detailed processes that turn event agendas into impactful live experiences Deep understanding of wealth management, alternative investments, and asset management is strongly preferred Experience working with executive leaders and external speakers Exceptional project management and organizational skills with the ability to manage multiple priorities simultaneously Strong written, verbal, and presentation skills Able to travel domestically as needed Benefits The base salary range for this role is $150,000 to $165,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 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 an Analyst Configuration Developer who is responsible for implementing and maintaining business rules within FireLight®, Hexure’s (now part of iCapital) proprietary SaaS electronic fulfillment platform. This role builds on foundational configuration skills to handle moderately complex business logic, ensuring that financial product applications are completed “In-Good-Order” with accuracy, completeness, and compliance. This individual will collaborate closely with internal teams and clients to deliver high-quality solutions, improve user experience, and meet project timelines and KPIs. Responsibilities Configure and maintain business rules within FireLight® to drive accurate and compliant user experiences for financial product applications. Implement configuration components including Role Codes, Review Queues, Needs Determination, mapping documents, and admin mappings. Ensure applications meet standards across completeness, compliance, and business requirements. Participate across the SDLC including requirements understanding, configuration, testing, and deployment support. Perform unit and integration testing to validate accuracy and quality of configured business rules. Support customer deployments, ensuring timely and accurate implementation of configurations. Monitor and resolve issues via ticketing systems (Jira), ensuring timely turnaround and minimal client disruption. Provide Tier 2 production support by troubleshooting configuration-related issues and triaging client tickets. Collaborate with cross-functional teams to resolve defects, improve configurations, and enhance platform performance. Use AI tools to accelerate rule creation, scenario testing, and issue investigation to improve efficiency and reduce rework. Ensure adherence to coding best practices including simplicity, modularity, and reusability. Meet utilization, productivity, and quality benchmarks, including low churn and on-time delivery. Participate in team meetings, providing clear updates on progress, risks, and dependencies. Qualifications 1–3 years of experience in a technical or configuration-focused role Strong proficiency in XML (creation, editing, troubleshooting) and understanding of structured business logic Solid understanding of Software Development Life Cycle (SDLC) in a SaaS environment Familiar with FireLight® platform components and configuration concepts (or ability to ramp quickly) Working knowledge of tools such as Jira (ticketing), OpenAir (time tracking), Notepad++ (rule development), and Adobe Acrobat Exposure to integrations with third-party platforms (i.e. Salesforce, Redtail, Yellow Pages) is a plus Foundational understanding of financial services domain (insurance, annuities, life insurance processes, compliance requirements) Strong problem-solving skills with attention to detail and accuracy Able to manage multiple tasks and priorities in a fast-paced environment Effective written and verbal communication skills with the ability to collaborate across teams Self-driven with a learning mindset and willingness to adopt new technologies, including AI-enabled tools Able to work independently with minimal supervision while contributing effectively as part of a team Benefits The base salary range for this role is $65,000 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. This role is based in the greater Denver/Colorado Springs 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: New York, New York, United States iCapital is seeking an experienced and dynamic Vice President to join the Corporate Development and Strategy team. This role will be instrumental in driving iCapital’s long-term growth across the wealth and alternatives ecosystem by leading the evaluation, planning, and execution of both organic and inorganic strategic initiatives. Working directly with Senior Leadership, this individual will help support the development and execution of the company’s strategic priorities by driving cross‑functional alignment, accountability, and momentum to ensure successful implementation of key initiatives. Responsibilities Conduct in-depth strategic research, synthesize findings, and present actionable recommendations on new business opportunities to senior leadership. Lead rigorous, data-driven analysis (both quantitative and qualitative) to inform and shape Corporate Development and Strategy recommendations. Incorporate approved AI and automation tools thoughtfully into day‑to‑day workflows to improve the speed, quality, and scalability of strategic analysis, diligence, and execution. Identify, evaluate, and support strategic opportunities proactively, including partnerships, minority investments, and selective acquisitions aligned with the company’s long-term goals. Run point on key aspects of the due diligence process for select strategic transactions, managing multiple workstreams to ensure thorough analysis and informed decision-making. Work closely with external counterparties and internal stakeholders to advance strategic opportunities from initial evaluation through transaction or partnership execution. Serve as a trusted resource for external market research, competitive intelligence, industry trends, and potential partnership or acquisition opportunities across the organization. Curate and distribute relevant industry insights, enabling teams across the organization to make data-driven decisions. Prepare executive-level presentations, business plans, financial analyses, and industry reports, clearly communicating complex findings both verbally and in writing. Partner with internal stakeholders to support the development and drive execution of strategic initiatives, ensuring alignment and measurable outcomes. Lead special projects for senior leadership in support of iCapital’s broader strategic objectives. Qualifications 8+ years of experience in corporate development or strategy, investing (PE and VC), investment banking, or in a similar strategic role Experience in an entrepreneurial, performance-driven environment, financial technology or financial services background is strongly preferred Demonstrated experience evaluating and supporting M&A transactions, partnerships, and strategic negotiations Strong interest in alternative investments, wealth management, and building an industry-defining company Able to thrive in a fast-paced, high-pressure environment with competing priorities and tight deadlines Highly self-motivated with a strong work ethic and ownership mindset Quick learner, adaptable to new industries, business models, and shifting priorities Strong understanding of KPIs and their role in strategic decision-making Clear and effective communicator with the ability to create impactful, executive-ready presentations and recommendations with proficiency in PowerPoint Highly organized, team-oriented collaborator with experience managing multiple complex projects and working with external partners (i.e. investment bankers, legal teams, consultants) Strong interpersonal skills with the ability to collaborate effectively across levels of the organization Experience with alternative funds, including familiarity with fund structures, operations, and valuation methodologies, is a plus 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 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 for a Subscription Document Review Associate to join its Regulatory and Compliance team to review investor subscription materials submitted in relation to investments in private and registered funds. The candidate will be responsible for ensuring completeness and compliance of investor subscription materials with the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Exchange Act of 1934, and FINRA Rules. Responsibilities Review, track, and maintain investor subscription materials, including subscription booklets, indexes, and related documentation. Create and maintain Excel spreadsheets and reports tracking investor subscriptions, deadlines, and transaction-related data. Maintain and update rules of engagement for fund sponsors and law firm fund formation departments. Communicate with investment relation teams on ongoing fundraises and investor issues. Draft deficiency comments for investor subscription materials. Qualifications 1-3 years of alternatives experience, preferably with private funds and registered investment advisor experience Experience in fund structuring and formation, reviewing governing documents for alternative and registered funds Experience reviewing governing documents for investors, (i.e. limited liability company agreements and trust agreements) Knowledge of the Investment Company Act of 1940 and Securities Act of 1933 AML and KYC knowledge of regulatory requirements for private fund investors is a plus Excellent verbal communication skills and strong ability for personal interaction Professionalism both client-facing and internally Able to thrive in a fast-paced environment with a continuous learning mindset Self-motivated with robust project management and process development skills JD is a plus Benefits The base salary range for this role is $ 90,000 to $ 115,000.  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 Data Engineering Senior Vice President, to lead the evolution of the enterprise data platform that powers AI, automation, analytics, and data-driven decision making across the firm while positioning proprietary data as a strategic business asset. This role is responsible for defining and executing the architectural vision, roadmap, and operating model for a modern, AI-ready data ecosystem built on a strong foundation of cloud technologies and established engineering capabilities. The position will provide leadership across platform architecture, engineering standards, and cross-functional alignment while overseeing the development of scalable data products, semantic layer capabilities, and future AI enablement initiatives. Partnering closely with an engaged executive steering committee, this individual will play a critical role in shaping how data supports the firm's long-term growth and innovation strategy. Responsibilities Define and own iCapital's enterprise data architecture, including the Snowflake platform, semantic layer, reusable data products, and AI-ready ecosystem. Establish standards for data engineering, governance, security, observability, quality, and documentation. Own platform reliability, SLAs, DataOps practices, and incident management. Lead architectural strategy, tooling decisions, and platform investment recommendations. Develop and execute the multi-year Data Engineering roadmap aligned to business and AI priorities. Translate enterprise data strategy into prioritized engineering initiatives and platform capabilities. Build business cases for platform investments and proactively address technical debt and future scalability needs. Partner with business and technology leaders to deliver data products that support enterprise objectives. Communicate platform progress, risks, and investment decisions to executive stakeholders. Build and lead a high-performing Data Engineering organization and culture. Qualifications 12+ years of experience in data engineering, including 5+ years leading large-scale engineering organizations across multiple functions Proven track record designing, building, and operating enterprise-scale cloud data platforms (Snowflake, Databricks, or equivalent), including architecture, security, governance, and cost optimization Deep expertise establishing data engineering best practices across pipeline design, data quality, observability, data contracts, documentation, and operational support Demonstrated success developing multi-year platform strategies, securing investment, prioritizing initiatives, and delivering measurable business outcomes Experience partnering with and presenting to executive stakeholders within regulated industries, translating complex technical concepts into business impact Hands-on experience with analytics engineering, semantic layer development, and modern data transformation frameworks such as dbt Financial services experience within asset management, wealth management, fintech, banking, or insurance, including knowledge of regulated data environments and governance requirements Deep expertise in Snowflake architecture, performance optimization, security, and data sharing at enterprise scale Knowledge of alternative investments, wealth management, fund administration, or related financial services domains Experience building AI- and ML-enabled data platforms, including semantic layers, feature stores, model-serving infrastructure, or LLM-integrated architectures Experience with Informatica or comparable enterprise data catalog, metadata management, and MDM platforms Proven success scaling data engineering organizations through periods of rapid growth, including organizational design, hiring, and leadership development 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 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 The Assistant Vice President, HR Operations for Total Rewards will serve as the People team’s key operational and technology partner for global Total Rewards programs, including benefits, payroll, retirement, compensation, and leaves. Reporting to the Vice President, HR Technology, this role will improve the systems, data, integrations, and processes that support these programs. Partnering closely with Total Rewards colleagues and other HR team members, this role will understand business needs, assess processes, identify requirements and dependencies, and translate these into practical system and operational solutions. The incumbent will also configure and test HR system functionality and oversee related work performed by third-party consultants, vendors, or technology partners. This is a hands-on individual contributor role for someone who combines HR functional knowledge, systems experience, project management, analytical thinking, and a consultative, solution-oriented mindset. Responsibilities Translate Total Rewards program requirements into operational workflows, functional specifications, system configuration, reports, controls, and integration designs, supported by clear documentation. Apply benefits and payroll expertise to assess how requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, integrations, and employee experience. Analyze how evolving requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, and the employee experience. Provide dedicated support for annual and recurring processes, including open enrollment, plan-year configuration, payroll changes, annual limits and rate updates, vendor and carrier implementations, integration changes, and other scheduled projects. Evaluate configuration and enhancement requests by clarifying the business problem, assessing impacts and dependencies, identifying risks, and recommending scalable solutions. Partner with external implementation and support resources while maintaining internal ownership of requirements, design decisions, configuration, testing, and solution quality. Review vendor recommendations critically to ensure proposed solutions address the underlying business need and are appropriate for the broader HR technology environment. Maintain documentation of system configurations, business rules, technical dependencies, decision rationales, and approved changes. Partner with internal and external technical resources and relevant HR subject matter experts to design, test, implement, monitor, and troubleshoot data feeds and system integrations. Develop a detailed understanding of inbound and outbound interfaces, including file layouts, field mappings, transformation rules, timing, dependencies, validation, error handling, reconciliation requirements, and downstream impacts. Conduct root-cause analysis when system, data, payroll, eligibility, or integration issues occur, and lead sustainable corrective actions. Ensure defects are documented, prioritized, resolved, retested, and formally closed. Promote clear ownership and governance for critical data elements, interfaces, operational controls, and issue resolution. Partner with HR stakeholders to understand business objectives, pain points, plan/policy requirements, service expectations, and operational risks. Identify opportunities to eliminate unnecessary steps, reduce manual intervention, strengthen controls, improve service delivery, and automate repeatable work. Support the development of a more resilient HR operating environment that reduces dependency on individual knowledge and third-party resources. Qualifications 7+ or more years of progressive experience in payroll operations, benefits operations, HR business analysis or HR technology Experience implementing and managing Benefits, Payroll, Core HR, Reporting, and related modules within enterprise human capital management platforms such as Ceridian/Dayforce, including enhancements, upgrades, testing, release management, and production support Experience implementing and supporting HR data integrations, especially inbound and outbound carrier feeds Experience supporting annual and recurring HR processes, including open enrollment, plan-year configuration, payroll changes, rate updates, vendor and carrier implementations, and related integration changes Able to explain technical concepts to functional stakeholders and business requirements to technical stakeholders Sound judgment and discretion when working with sensitive payroll, benefits, and organizational data Proficiency with Microsoft Excel and experience working with large datasets to perform reconciliations, audit reports, and data analysis Project management, business analysis, HR, payroll, benefits, or HR technology certification is helpful but not required Experience using automation, workflow, or AI-assisted tools to improve documentation, analysis, controls, reporting, or service delivery, with appropriate human review and validation is preferred Benefits The base salary range for this role is $ 100,000 to $ 125,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role The Assistant Vice President, HR Operations for Total Rewards will serve as the People team’s key operational and technology partner for global Total Rewards programs, including benefits, payroll, retirement, compensation, and leaves. Reporting to the Vice President, HR Technology, this role will improve the systems, data, integrations, and processes that support these programs. Partnering closely with Total Rewards colleagues and other HR team members, this role will understand business needs, assess processes, identify requirements and dependencies, and translate these into practical system and operational solutions. The incumbent will also configure and test HR system functionality and oversee related work performed by third-party consultants, vendors, or technology partners. This is a hands-on individual contributor role for someone who combines HR functional knowledge, systems experience, project management, analytical thinking, and a consultative, solution-oriented mindset. Responsibilities Translate Total Rewards program requirements into operational workflows, functional specifications, system configuration, reports, controls, and integration designs, supported by clear documentation. Apply benefits and payroll expertise to assess how requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, integrations, and employee experience. Analyze how evolving requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, and the employee experience. Provide dedicated support for annual and recurring processes, including open enrollment, plan-year configuration, payroll changes, annual limits and rate updates, vendor and carrier implementations, integration changes, and other scheduled projects. Evaluate configuration and enhancement requests by clarifying the business problem, assessing impacts and dependencies, identifying risks, and recommending scalable solutions. Partner with external implementation and support resources while maintaining internal ownership of requirements, design decisions, configuration, testing, and solution quality. Review vendor recommendations critically to ensure proposed solutions address the underlying business need and are appropriate for the broader HR technology environment. Maintain documentation of system configurations, business rules, technical dependencies, decision rationales, and approved changes. Partner with internal and external technical resources and relevant HR subject matter experts to design, test, implement, monitor, and troubleshoot data feeds and system integrations. Develop a detailed understanding of inbound and outbound interfaces, including file layouts, field mappings, transformation rules, timing, dependencies, validation, error handling, reconciliation requirements, and downstream impacts. Conduct root-cause analysis when system, data, payroll, eligibility, or integration issues occur, and lead sustainable corrective actions. Ensure defects are documented, prioritized, resolved, retested, and formally closed. Promote clear ownership and governance for critical data elements, interfaces, operational controls, and issue resolution. Partner with HR stakeholders to understand business objectives, pain points, plan/policy requirements, service expectations, and operational risks. Identify opportunities to eliminate unnecessary steps, reduce manual intervention, strengthen controls, improve service delivery, and automate repeatable work. Support the development of a more resilient HR operating environment that reduces dependency on individual knowledge and third-party resources. Qualifications 7+ or more years of progressive experience in payroll operations, benefits operations, HR business analysis or HR technology Experience implementing and managing Benefits, Payroll, Core HR, Reporting, and related modules within enterprise human capital management platforms such as Ceridian/Dayforce, including enhancements, upgrades, testing, release management, and production support Experience implementing and supporting HR data integrations, especially inbound and outbound carrier feeds Experience supporting annual and recurring HR processes, including open enrollment, plan-year configuration, payroll changes, rate updates, vendor and carrier implementations, and related integration changes Able to explain technical concepts to functional stakeholders and business requirements to technical stakeholders Sound judgment and discretion when working with sensitive payroll, benefits, and organizational data Proficiency with Microsoft Excel and experience working with large datasets to perform reconciliations, audit reports, and data analysis Project management, business analysis, HR, payroll, benefits, or HR technology certification is helpful but not required Experience using automation, workflow, or AI-assisted tools to improve documentation, analysis, controls, reporting, or service delivery, with appropriate human review and validation is preferred Benefits The base salary range for this role is $ 115,000 to $ 140,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Greenwich, Connecticut, United States About the Role The Assistant Vice President, HR Operations for Total Rewards will serve as the People team’s key operational and technology partner for global Total Rewards programs, including benefits, payroll, retirement, compensation, and leaves. Reporting to the Vice President, HR Technology, this role will improve the systems, data, integrations, and processes that support these programs. Partnering closely with Total Rewards colleagues and other HR team members, this role will understand business needs, assess processes, identify requirements and dependencies, and translate these into practical system and operational solutions. The incumbent will also configure and test HR system functionality and oversee related work performed by third-party consultants, vendors, or technology partners. This is a hands-on individual contributor role for someone who combines HR functional knowledge, systems experience, project management, analytical thinking, and a consultative, solution-oriented mindset. Responsibilities Translate Total Rewards program requirements into operational workflows, functional specifications, system configuration, reports, controls, and integration designs, supported by clear documentation. Apply benefits and payroll expertise to assess how requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, integrations, and employee experience. Analyze how evolving requirements affect employee records, eligibility, deductions, payroll results, vendor files, reporting, compliance, and the employee experience. Provide dedicated support for annual and recurring processes, including open enrollment, plan-year configuration, payroll changes, annual limits and rate updates, vendor and carrier implementations, integration changes, and other scheduled projects. Evaluate configuration and enhancement requests by clarifying the business problem, assessing impacts and dependencies, identifying risks, and recommending scalable solutions. Partner with external implementation and support resources while maintaining internal ownership of requirements, design decisions, configuration, testing, and solution quality. Review vendor recommendations critically to ensure proposed solutions address the underlying business need and are appropriate for the broader HR technology environment. Maintain documentation of system configurations, business rules, technical dependencies, decision rationales, and approved changes. Partner with internal and external technical resources and relevant HR subject matter experts to design, test, implement, monitor, and troubleshoot data feeds and system integrations. Develop a detailed understanding of inbound and outbound interfaces, including file layouts, field mappings, transformation rules, timing, dependencies, validation, error handling, reconciliation requirements, and downstream impacts. Conduct root-cause analysis when system, data, payroll, eligibility, or integration issues occur, and lead sustainable corrective actions. Ensure defects are documented, prioritized, resolved, retested, and formally closed. Promote clear ownership and governance for critical data elements, interfaces, operational controls, and issue resolution. Partner with HR stakeholders to understand business objectives, pain points, plan/policy requirements, service expectations, and operational risks. Identify opportunities to eliminate unnecessary steps, reduce manual intervention, strengthen controls, improve service delivery, and automate repeatable work. Support the development of a more resilient HR operating environment that reduces dependency on individual knowledge and third-party resources. Qualifications 7+ or more years of progressive experience in payroll operations, benefits operations, HR business analysis or HR technology Experience implementing and managing Benefits, Payroll, Core HR, Reporting, and related modules within enterprise human capital management platforms such as Ceridian/Dayforce, including enhancements, upgrades, testing, release management, and production support Experience implementing and supporting HR data integrations, especially inbound and outbound carrier feeds Experience supporting annual and recurring HR processes, including open enrollment, plan-year configuration, payroll changes, rate updates, vendor and carrier implementations, and related integration changes Able to explain technical concepts to functional stakeholders and business requirements to technical stakeholders Sound judgment and discretion when working with sensitive payroll, benefits, and organizational data Proficiency with Microsoft Excel and experience working with large datasets to perform reconciliations, audit reports, and data analysis Project management, business analysis, HR, payroll, benefits, or HR technology certification is helpful but not required Experience using automation, workflow, or AI-assisted tools to improve documentation, analysis, controls, reporting, or service delivery, with appropriate human review and validation is preferred Benefits The base salary range for this role is $ 115,000 to $ 140,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States iCapital is looking to hire a Senior Vice President / Vice President to join the iCapital Solutions Enterprise Wealth Client Management team, focused on our existing relationships within Wires & Private Banks. This position will play a central role in quarterbacking, maintaining, and deepening relationships within existing clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients’ needs and collaborate with other departments to deliver best-in-class solutions and the highest quality client service and execution. This role will also partner with Business Development to uncover new expansion opportunities within this set of existing clients. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of solutions, to the wealth channel. Responsibilities Develop & deepen existing relationships with Wires & Private Banks clients. Drive enterprise adoption of our technology platform and infrastructure. Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings. Play key role as the primary touchpoint for several strategic clients. Manage and lead internal projects and develop frameworks and processes for ongoing team management. Develop presentations with significant data and analysis for internal meetings and projects. Work collaboratively with internal and external cross-functional teams on fund launches and strategic initiatives. Drive day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients. Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration and opportunity identification. Qualifications 10+ years of experience in a technical relationship management capacity Extensive knowledge of alternatives and/or structured investments is highly preferred Direct experience working for or with wealth management firms is highly preferred Experience with SAAS offerings and wealth tech platforms preferred Excellent organizational skills and attention to detail Excellent verbal and written communication skills Able to meet deadlines and work effectively under pressure Passion for client service and exceeding client expectations Strategic mindset and able to work independently Demonstrated client service skills and ability to carry enterprise relationships with little to no oversight Series 7 and 63 licenses preferred Benefits The base salary range for this role is $165,000 to $200,000. 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.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.

About Core Products & Platform Core Products & Platform is the foundation that powers the entire product — we build and maintain what every other direction at Fundraise Up depends on, and we directly secure the revenue that drives our mission. We own the full donation lifecycle: from the moment a donor lands on a checkout page to the financial flows behind every transaction, the integrations that connect our platform to the nonprofit's ecosystem, and the platform infrastructure that makes everything scale. Experiment velocity is our competitive DNA. 80%+ of growth experiments run through our products. We move fast, we measure everything, and we never break what matters. The Role We are looking for Product Managers to join Core Products & Platform and take full end-to-end ownership of a product domain that directly impacts donation volume, platform reliability, and nonprofit success. These are high-stakes, high-ownership roles. You will set strategy, define roadmaps, write specs that engineering can build from, and drive outcomes — not just ship features. You'll work in close partnership with Engineering, Design, Analytics, GTM, and Customer Success to turn complex problems into elegant, scalable solutions. You won't be handed a finished playbook. You'll help write it. What You’ll Own Product strategy and roadmap for your domain — with clear priorities and the reasoning behind every decision End-to-end delivery from discovery through to launch and post-launch validation Specifications that engineering can build from — with detailed requirements, edge cases, and acceptance criteria covered Stakeholder alignment — keeping Engineering, GTM, Support, and leadership informed and coordinated Domain health — product metrics, reliability signals, and the right balance between new features, experiments, and technical sustainability What You’ll Do Define and own your domain's quarterly goals and success metrics Run structured discovery: customer interviews, behavioral analysis, funnel review, and data exploration Write engineering-ready specs — clear, with edge cases covered and no open questions left Partner directly with PM Growth on experiment design and high-velocity delivery Collaborate with GTM (Sales, CSM, PMM) to resolve enterprise-critical issues and translate client needs into scalable product improvements Track product health and understand what's driving changes — with clear attribution and causal reasoning Use AI as a default tool across research, analysis, spec writing, and communication Requirements 5+ years of experience in Product Management in a B2B SaaS, Fintech, or Enterprise environment Proven ability to own a product area end-to-end — you take responsibility for outcomes, not just tasks Strong delivery track record: you ship complex features in high-pressure environments without dropping quality Ability to write specifications engineers can build from — precise, with edge cases and acceptance criteria Data fluency: you define metrics, interpret results, and drive decisions with evidence Systems thinking: you see the product as a whole, understand dependencies, and anticipate the impact of decisions Strong written and verbal communication in English (C1) and ability to work in a Russian-speaking team Comfort working in a fast-moving environment where priorities can shift and ambiguity is normal Nice To Have Experience in payments, fintech, or financial product flows Experience in B2B SaaS platforms with API/integration complexity Experience with A/B experimentation frameworks at high velocity Familiarity with enterprise nonprofit or fundraising domain AI at Fundraise Up At Fundraise Up, AI is a default tool — not an experimental one. We expect every team member to actively use AI in their day-to-day work, identify where AI can change the shape of problems in their function, and grow their fluency as the tools evolve. You should already be using AI meaningfully in your work and understand where it adds value and how it can improve the way you operate. Why work with us A strong, collaborative product team that owns what it builds Clear product vision and access to real customer feedback from global nonprofit leaders Flat structure: no politics, just great work with great people Transparent company culture—we share how we’re growing, where revenue comes from, and what’s next Long-term focus: we offer equity options and value sustained, meaningful contribution Compensation & Benefits Compensation range: €5,600 - €6,100 gross. Final compensation determined based on experience, skills, qualifications, alignment with requirements, and location. 31 days off 100% paid telemedicine plan Home Office Setup Assistance English learning courses (50% reimbursement, up to $1,000 annually) Relevant professional education (100% reimbursement, up to $1,500 annually) Gym or swimming pool (50% reimbursement, up to $500 annually) Co-working (up to $250 monthly) Remote working Equal opportunity employer; inclusive environment; non-discrimination

Location: Salt Lake City, Utah, United States About the Role The Senior Vice President of ERISA Compliance is responsible for leading iCapital's enterprise-wide compliance program relating to the Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor (DOL) regulations, prohibited transaction exemptions, and Qualified Professional Asset Manager (QPAM) compliance requirements. This role serves as the primary subject matter expert for ERISA-related regulatory obligations impacting iCapital's registered investment advisers, collective investment trusts (CITs), retirement-focused investment products, and retirement-plan clients. This individual will partner closely with Legal, Product, Operations, Finance, Investment Management, and Distribution teams to develop and maintain policies, procedures, testing programs, training, and governance frameworks designed to ensure compliance with ERISA fiduciary standards and QPAM exemption requirements. This SVP will play a key role in regulatory examinations, new product launches, and transaction reviews. Responsibilities ERISA Compliance Oversight Work with the Registered Funds CCO to develop, maintain, and enhance ERISA compliance policies, procedures, controls, and monitoring programs. Provide regulatory guidance regarding fiduciary duties, plan-asset rules, prohibited transactions, party-in-interest restrictions, and applicable exemptions. Advise business stakeholders on ERISA implications of investment products, distribution activities, service arrangements, and operational processes. Monitor legal and regulatory developments from the Department of Labor, IRS, SEC, and other regulatory authorities and assess impacts on the business. Design and administer risk-based compliance reviews relating to ERISA and retirement-plan business activities. Implement monitoring programs, testing protocols, certifications, and issue-management processes. QPAM Compliance Program Management Oversee the firm's ongoing compliance with the Qualified Professional Asset Manager (QPAM) Exemption and related requirements. Maintain and execute QPAM monitoring and testing programs, including annual and periodic certifications. Coordinate reviews of QPAM eligibility criteria, including assets under management, shareholder equity, affiliate requirements, and integrity standards. Establish and maintain documentation evidencing compliance with QPAM conditions and regulatory requirements. Partner with Legal and business stakeholders regarding transactions that may rely on the QPAM exemption or other prohibited transaction exemptions. Qualifications Bachelor's degree required; J.D., MBA, or other advanced degree is preferred 10+ years of experience in investment adviser, asset management, retirement, ERISA, legal, or compliance functions Deep knowledge of ERISA fiduciary standards, prohibited transaction rules, and Department of Labor regulations Familiar with collective investment trusts (CITs), private funds, alternative investments, and institutional asset management Experience developing compliance programs, controls, testing frameworks, and governance processes. Strong analytical, communication, and problem-solving skills Experience with QPAM compliance programs and prohibited transaction exemptions Benefits The base salary range for this role is $150,000 to $200,000.  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 The Senior Vice President of ERISA Compliance is responsible for leading iCapital's enterprise-wide compliance program relating to the Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor (DOL) regulations, prohibited transaction exemptions, and Qualified Professional Asset Manager (QPAM) compliance requirements. This role serves as the primary subject matter expert for ERISA-related regulatory obligations impacting iCapital's registered investment advisers, collective investment trusts (CITs), retirement-focused investment products, and retirement-plan clients. This individual will partner closely with Legal, Product, Operations, Finance, Investment Management, and Distribution teams to develop and maintain policies, procedures, testing programs, training, and governance frameworks designed to ensure compliance with ERISA fiduciary standards and QPAM exemption requirements. This SVP will play a key role in regulatory examinations, new product launches, and transaction reviews. Responsibilities ERISA Compliance Oversight Work with the Registered Funds CCO to develop, maintain, and enhance ERISA compliance policies, procedures, controls, and monitoring programs. Provide regulatory guidance regarding fiduciary duties, plan-asset rules, prohibited transactions, party-in-interest restrictions, and applicable exemptions. Advise business stakeholders on ERISA implications of investment products, distribution activities, service arrangements, and operational processes. Monitor legal and regulatory developments from the Department of Labor, IRS, SEC, and other regulatory authorities and assess impacts on the business. Design and administer risk-based compliance reviews relating to ERISA and retirement-plan business activities. Implement monitoring programs, testing protocols, certifications, and issue-management processes. QPAM Compliance Program Management Oversee the firm's ongoing compliance with the Qualified Professional Asset Manager (QPAM) Exemption and related requirements. Maintain and execute QPAM monitoring and testing programs, including annual and periodic certifications. Coordinate reviews of QPAM eligibility criteria, including assets under management, shareholder equity, affiliate requirements, and integrity standards. Establish and maintain documentation evidencing compliance with QPAM conditions and regulatory requirements. Partner with Legal and business stakeholders regarding transactions that may rely on the QPAM exemption or other prohibited transaction exemptions. Qualifications Bachelor's degree required; J.D., MBA, or other advanced degree is preferred 10+ years of experience in investment adviser, asset management, retirement, ERISA, legal, or compliance functions Deep knowledge of ERISA fiduciary standards, prohibited transaction rules, and Department of Labor regulations Familiar with collective investment trusts (CITs), private funds, alternative investments, and institutional asset management Experience developing compliance programs, controls, testing frameworks, and governance processes. Strong analytical, communication, and problem-solving skills Experience with QPAM compliance programs and prohibited transaction exemptions Benefits The base salary range for this role is $190,000 to $230,000.  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 The Senior Vice President of ERISA Compliance is responsible for leading iCapital's enterprise-wide compliance program relating to the Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor (DOL) regulations, prohibited transaction exemptions, and Qualified Professional Asset Manager (QPAM) compliance requirements. This role serves as the primary subject matter expert for ERISA-related regulatory obligations impacting iCapital's registered investment advisers, collective investment trusts (CITs), retirement-focused investment products, and retirement-plan clients. This individual will partner closely with Legal, Product, Operations, Finance, Investment Management, and Distribution teams to develop and maintain policies, procedures, testing programs, training, and governance frameworks designed to ensure compliance with ERISA fiduciary standards and QPAM exemption requirements. This SVP will play a key role in regulatory examinations, new product launches, and transaction reviews. Responsibilities ERISA Compliance Oversight Work with the Registered Funds CCO to develop, maintain, and enhance ERISA compliance policies, procedures, controls, and monitoring programs. Provide regulatory guidance regarding fiduciary duties, plan-asset rules, prohibited transactions, party-in-interest restrictions, and applicable exemptions. Advise business stakeholders on ERISA implications of investment products, distribution activities, service arrangements, and operational processes. Monitor legal and regulatory developments from the Department of Labor, IRS, SEC, and other regulatory authorities and assess impacts on the business. Design and administer risk-based compliance reviews relating to ERISA and retirement-plan business activities. Implement monitoring programs, testing protocols, certifications, and issue-management processes. QPAM Compliance Program Management Oversee the firm's ongoing compliance with the Qualified Professional Asset Manager (QPAM) Exemption and related requirements. Maintain and execute QPAM monitoring and testing programs, including annual and periodic certifications. Coordinate reviews of QPAM eligibility criteria, including assets under management, shareholder equity, affiliate requirements, and integrity standards. Establish and maintain documentation evidencing compliance with QPAM conditions and regulatory requirements. Partner with Legal and business stakeholders regarding transactions that may rely on the QPAM exemption or other prohibited transaction exemptions. Qualifications Bachelor's degree required; J.D., MBA, or other advanced degree is preferred 10+ years of experience in investment adviser, asset management, retirement, ERISA, legal, or compliance functions Deep knowledge of ERISA fiduciary standards, prohibited transaction rules, and Department of Labor regulations Familiar with collective investment trusts (CITs), private funds, alternative investments, and institutional asset management Experience developing compliance programs, controls, testing frameworks, and governance processes. Strong analytical, communication, and problem-solving skills Experience with QPAM compliance programs and prohibited transaction exemptions Benefits The base salary range for this role is $190,000 to $230,000.  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 Artificial Intelligence Engineer - Vice President Department: Software Engineering About the Role iCapital is seeking a Vice President Artificial Intelligence Engineer to lead the design, development, and delivery of production-grade AI systems that drive measurable business outcomes across the firm. This individual will own key workstreams and serve as a technical leader, driving system design, mentoring engineers, partnering directly with business stakeholders, and ensuring that AI capabilities are built to production-grade standards of reliability, scalability, and measurability. The ideal candidate is a seasoned engineer with a track record of shipping complex AI systems end-to-end and someone who combines deep technical expertise with strong cross-functional partnership, architectural judgment, and able to operate as a force multiplier for the team. This role is expected to bring independent judgment on a technical approach, a bias toward delivery, and able to translate ambiguous business needs into well-scoped, well-executed solutions. Responsibilities Lead the architecture and delivery of production AI systems, including document intelligence (IDP), intelligent knowledge systems, agentic orchestration, conversational AI, and generative AI applications, to power internal and external business processes, digital experiences, and workflow automation at scale. Own AI projects end-to-end, from problem scoping and stakeholder alignment through solution design, implementation, deployment, monitoring, and continuous improvement, delivering tangible business outcomes with a track record of consistent, high-quality delivery. Drive technical design and architectural decisions for the team, including API design, system decomposition, evaluation strategy, and infrastructure patterns, establishing standards that raise the quality bar across the AI/ML platform. Architect and champion robust evaluation frameworks for AI systems, defining statistically sound, problem-specific metrics, curating benchmark datasets, and enforcing strict versioning to ensure reproducibility and continuous improvement. Partner directly with cross-functional stakeholders, including the Product, Operations, Legal, and Business teams, to identify AI opportunities, translate requirements into technical plans, and communicate tradeoffs, risks, and recommendations clearly. Mentor and develop engineers on the team through code review, design review, pair problem-solving, and knowledge sharing, acting as a technical role model and raising the overall capability of the group. Identify systemic problems and propose solutions, proactively improving team processes, tooling, and infrastructure to reduce technical debt and increase development velocity. Qualifications 7+ years of experience developing and deploying production AI/ML systems, including cloud-native solutions on AWS or similar platforms, with a proven track record of delivering complex applications from design through production Strong proficiency in Python and software engineering best practices, including source control, CI/CD, testing, documentation, and the development of scalable, maintainable software Deep expertise building production AI solutions, including LLM applications, AI agents, retrieval-augmented generation (RAG), conversational AI, document intelligence, and agentic workflows, with hands-on experience using modern AI frameworks, tooling, and protocols such as MCP and A2A Experience designing, deploying, and operating end-to-end machine learning pipelines, including model training, deployment, monitoring, evaluation, and continuous improvement in production environments Strong foundation in statistics, experimentation, data quality, and AI system evaluation, with experience developing benchmarks, defining performance metrics, analyzing errors, and optimizing systems for accuracy, reliability, scalability, cost, and latency Experience leading technical design and architectural decisions, conducting code and design reviews, mentoring engineers, and driving engineering excellence across teams Excellent written and verbal communication skills, with the ability to document technical solutions, collaborate with cross-functional stakeholders, and communicate complex concepts to both technical and non-technical audiences Experience spanning multiple AI domains, including LLM systems, document intelligence, and ML platforms or infrastructure Experience in financial services or FinTech, particularly within document-heavy, regulated, or compliance-sensitive environments is preferred Contributions to open-source projects, technical publications, conference presentations, patents, or other demonstrated thought leadership in applied AI and machine learning is preferred Benefits The base salary range for this role is $170,000 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.