Location: Singapore, APAC
About the Role
iCapital is seeking to hire a Relationship Manager to join our Client Solutions team in Singapore. As Vice President, this individual will contribute to developing and managing iCapital’s GP and Asset Manager relationships, contributing to the development and delivery of iCapital’s international strategy in the region.
In this role, the VP will support the relationship management activities of iCapital with a primary focus on Asset Managers in the APAC region. iCapital’s rapid global expansion creates an opportunity for a seasoned professional to join a fast-paced, rapid-growth environment. This position will be based in Singapore.
Responsibilities
Lead as a key contributor to the Client Solutions team in APAC in executing the relationship management strategy for the region with a focus on Asset Managers
Own and develop relationships with key clients, serving as a trusted advisor and primary point of coordination across iCapital
Build and maintain relationships with senior stakeholders across Asset Managers and GP partners throughout the APAC region
Drive client engagement and identify opportunities to expand existing partnerships through new product launches, strategic initiatives, and enhanced service delivery
Take ownership for contributions to strategic projects and work alongside colleagues in developing and refining the iCapital International offering
Maintain a strong understanding of market developments, competitive dynamics, investor demand and industry trends, sharing insights with colleagues across regions.
Build strong internal relationships within iCapital and work closely with other teams (Research & Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal & Compliance, Technology & Operations, etc.) to achieve the best client outcomes and successful long-term client relationships
Qualifications
Solid academic credentials with minimum Bachelor’s degree and advanced degree preferred
7-10 years of relevant work experience in Private Markets/Private Funds in the Asset or Wealth Management industry
Ideal candidate will have solid experience in fund structuring, fund platforms, and/or fund selection
Adequate exposure to Private Equity and/or other Private Markets asset classes, and an understanding of the distribution model is highly preferred
Able project manager and ability to organise and structure a multi-faceted workload with excellent problem-solving and analytical skills
Excellent presentation and verbal/written communication skills with demonstrated capabilities to build trust, and seek to align stakeholders at all levels
Highly collaborative, and able to think strategically about business opportunities and client management
Ability to work independently with a strong appetite to work in a fast growing, entrepreneurial environment, self-motivated, with a hands-on attitude
Fluency in English require
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
Location: 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.
Location: United States
Our executive search firm is recruiting a President on behalf of an established passenger transportation and charter services provider. This executive will guide national growth, strengthen operating performance, and position the organization for long-term commercial success.
Key Responsibilities
Establish and execute the company’s long-term strategic and operational direction.
Lead executives across operations, sales, finance, safety, fleet management, and customer service.
Strengthen profitability, asset utilization, service reliability, and organizational performance.
Identify opportunities for geographic expansion, acquisitions, partnerships, and new service offerings.
Oversee annual planning, budgeting, forecasting, and capital investment priorities.
Maintain relationships with major customers, transportation partners, regulators, and industry stakeholders.
Guide fleet strategy while balancing capacity, maintenance requirements, and customer demand.
Present performance results and strategic recommendations to ownership or the board.
Requirements
12+ years of progressive executive leadership experience.
Senior leadership experience within transportation, charter services, aviation, mobility, logistics, or another asset-intensive industry.
Demonstrated success leading a complex, multi-market organization.
Strong commercial, operational, financial, and strategic planning capabilities.
Experience managing fleet-dependent services, regulated operations, or geographically dispersed teams.
Bachelor’s degree in business, transportation, logistics, or a related field required.
MBA or comparable advanced degree preferred.
Willingness to travel periodically for operational reviews, customer meetings, and industry events.
Benefits
Medical, dental, and vision insurance
401(k) plan with company match
Executive performance incentive
Flexible paid time off
Company-paid life and disability insurance
Vehicle or transportation allowance
Home-office equipment package
Paid executive development opportunities
Salary:
$190,000–$225,000 annually, plus performance-based incentive
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at
www.kellerexecutivesearch.com
.
Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Use of Artificial Intelligence in Recruitment
Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Location: Greenwich, Connecticut, United States
About the Role
iCapital is seeking a dynamic, client-facing Hybrid Sales Associate / Assistant Vice President to join the Alternative Investment Distribution team. This role uniquely blends high-volume inside sales activity with targeted field engagement, combining the efficiency of structured outbound calling with the relationship depth of in-person advisor meetings, regional events, and on-site firm visits. This is an ideal role for a sales professional who has excelled in an inside sales capacity and is ready to add a field dimension to their practice, or for a field wholesaler looking to leverage technology and structured outreach to scale their advisor relationships.
Responsibilities
Execute 50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform, maintaining consistent daily call blocks regardless of field activity.
Work from prioritized prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
Deliver a compelling, concise platform introduction tailored to each advisor's practice.
Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alts experience, product preferences, and compliance constraints.
Execute multi-touch follow-up sequences via phone, email, and digital content to maintain pipeline momentum between field visits.
Conduct regular field visits to advisor offices, branch locations, and home offices within your assigned territory to deepen relationships initiated via phone.
Represent iCapital at regional advisor events, due diligence meetings, fund roadshows, and industry conferences.
Partner with internal product specialists and external fund managers to deliver in-person educational sessions, platform demonstrations, and investment committee presentations.
Identify and cultivate relationships with branch managers, team leads, and center-of-influence advisors to expand platform adoption within key firms.
Maintain a segmented pipeline of advisors at each stage of the funnel, prioritizing field time for highest-potential opportunities.
Flag high-value advisors for escalation to Senior Relationship Managers and coordinate warm handoffs.
Track and report weekly on call activity, field meetings, registration progress, and conversion metrics.
Log all call activity, field meetings, contact details, advisor profiles, and next steps in Salesforce in real time; same day for calls, within 24 hours for field activity.
Maintain complete, accurate CRM records for every advisor in your territory.
Use CRM and sequencing data to identify whitespace within your territory and optimize the balance of inside vs. field time.
Share market intelligence and advisor feedback with the broader Distribution, Product, and Marketing teams.
Qualifications
Bachelor's degree in finance, business, economics, or a related field
3–6+ years of sales experience in financial services, with a combination of inside and/or field sales exposure is strongly preferred
Demonstrated ability to manage both a structured daily call cadence and an active field calendar simultaneously
FINRA Series 7 and Series 63 licenses are required
Strong verbal and written communication skills; polished, professional presence in both phone and in-person settings
Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
Willingness and able to travel within assigned territory (estimated 25–40% travel)
Self-directed with strong organizational skills and the ability to manage competing inside and field priorities
Knowledge of alternative investments
Experience selling into or supporting RIAs and independent broker-dealers networks
Track record of converting phone-initiated relationships into productive in-person sales meetings
Benefits
The base salary range for this role is $90,000 to $125,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based 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 hands-on Application Security practitioner to join a small, high-impact team building a modern AppSec program. This individual will work directly with the Head of AppSec and senior team members, executing secure design, API security, and developer enablement.
Responsibilities
Support threat modeling and design reviews across a broad and growing service portfolio.
Support shift-left security initiatives, security in CI/CD, developer guidance, and SAST and SCA remediation workflows.
Contribute to API security across the organization, assessing API exposure, validating authentication and authorization patterns.
Write Python automation that scales AppSec capacity: triage tooling, finding pipelines, security context enrichment.
Work directly with developers to remediate SAST and SCA findings, reduce false positive noise, and build security habits across engineering.
Qualifications
Hands-on experience across some secure design and threat modeling, API security, offensive security, or SAST/SCA program work
Real understanding of attack patterns and exploitation techniques
Familiar with OWASP Top 10 in practice
API security experience with REST and GraphQL assessment
Able to build and maintain security automation in Python, tooling that scales AppSec capacity
Understanding of web application and API security
Able to operate with autonomy in an environment still building its processes
Relevant certifications, cloud-native environment experience and exposure to AI/LLM security are a plus
Experience as a developer or engineer and fluency in Ruby, Python, and Scala are a plus
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: Missouri City, United States
Our client is an established organization seeking an experienced Vice President of Operations to join its senior leadership team.
This is a highly influential, hands-on executive role with responsibility for the performance of a complex, geographically dispersed operation. The successful candidate will provide leadership across multiple locations, strengthen operational performance and accountability, and continue to develop the leadership capabilities of the organization.
The role requires an executive who can combine strong financial and operational management with effective people leadership. You will work closely with senior executive leadership while maintaining a strong connection to operational teams across the business.
Why This Role
This is an opportunity to take on a senior operations leadership position within an established organization and have a meaningful impact on business performance.
The Vice President of Operations will have significant responsibility for strengthening execution, developing leadership capability, improving performance, and helping shape the continued development of the organization.
What You Will Do
Lead operational and financial performance across a complex, geographically dispersed business
Establish operating goals, performance expectations, and priorities aligned with broader business objectives
Monitor financial and operational performance against budgets, targets, and key performance measures
Identify opportunities to improve performance, efficiency, consistency, and execution
Lead, coach, and develop operational leadership teams
Strengthen accountability and management effectiveness throughout the organization
Identify leadership and capability gaps and support the continued development of management talent
Guide key organizational and personnel decisions within the operations function
Maintain a strong connection to the business through regular engagement with operational teams and locations
Evaluate resource requirements and support significant operational investment decisions
Partner effectively with other functions across the organization
Lead and support broader operational improvement initiatives
Contribute to business planning and strategic decision making as a member of the senior leadership team
Location:
Greater Missouri
Travel:
Significant travel required
The successful candidate will have operated at a senior level within a complex B2B and B2C organization and will be comfortable balancing strategic leadership with direct involvement in operational performance.
Requirements
Required
Bachelor's degree in business or a related discipline
Significant senior-level operations leadership experience within a B2C/B2B environment leading customer-facing, service-oriented operations
Experience leading complex, multi-location or geographically dispersed operations
Strong financial and commercial acumen, including experience managing performance against budgets and operational targets
Demonstrated ability to use data, financial information, and performance measures to drive decision making and accountability
Experience leading, coaching, and developing multiple levels of operational management
A track record of improving operational performance and establishing greater consistency across an organization
Strong organizational judgment and the ability to make effective people and business decisions
A hands-on leadership approach with the willingness to remain closely connected to operations
Ability and willingness to travel regularly
Preferred
MBA or equivalent advanced business education
Experience within retail, services, distribution, industrial, manufacturing, logistics, or another operationally intensive environments
Experience operating in businesses where consistent execution across multiple locations is critical to overall performance
Familiarity with business systems, operational reporting tools, and performance management processes
Experience contributing to operational improvement, organizational development, or business transformation initiatives
Benefits
Competitive base up to $220k plus comprehensive benefits program
Keller is a recruitment agency that provides services to clients ranging from startups and non profits to multinational corporations. Keller emphasizes ethical search processes, attentive candidate care, and leadership placements that support long-term client outcomes.
To learn more about the firm and about our candidate services - please visit
Executive Recruiters United States: Leading Executive Search and Headhunting Firm in the USA
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement:
Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity:
Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations:
Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information:
For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws:
Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment:
Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation:
Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at
www.kellerexecutivesearch.com
.
Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status:
Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Use of Artificial Intelligence in Recruitment
Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
Genetic Information:
In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws:
Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note:
This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Location: Distributed; Hybrid
About Us
At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine’s Top Company Cultures list and ranked among the World’s Most Innovative Companies by Fast Company.
At Cloudflare, we’re not looking for people who wait for a polished roadmap; we’re looking for the builders who see the cracks in the Internet that everyone else has simply learned to live with. We value candidates who have the instinct to spot a "normalized" problem and the AI-native curiosity to create a solution using the latest tools. Our culture is built on iteration, leveraging AI to ship faster today to make it better tomorrow, while ensuring that every improvement, no matter how small, is shared across the team to lift everyone up. If you’re the type of person who values curiosity over bureaucracy, and that AI is a partner in solving tough problems to keep the Internet moving forward, you’ll fit right in.
Available Locations:
Austin, TX
About the Role
Cloudflare’s mission is to help build a better Internet - one that is more secure, faster, and more reliable for every organization on the planet. The Secure Access Service Edge (SASE) and Zero Trust market represents one of the most transformative growth opportunities in enterprise technology, reshaping how businesses connect, protect, and empower their global workforce.
To lead this next chapter, Cloudflare has created the Cloudflare One (CF1) Speedboat - a dedicated, cross-functional organization designed to operate with the focus, agility, and autonomy of a startup, backed by the global scale and infrastructure of Cloudflare.
We are seeking a visionary, entrepreneurial executive to serve as the Vice President, CF1 GTM. In this role, you will own and scale a high-growth global business, define the GTM strategy, and build a multi-billion-dollar business in one of the most dynamic markets of the decade. This is an extraordinary opportunity to lead a “company within a company,” shaping the future of how enterprises secure and connect to the Internet.
Key Responsibilities
Own and Scale the Business:
Act as the general manager of Cloudflare One business unit, with full accountability for global GTM strategy, execution, and P&L performance.
Define the Market Strategy:
Craft and execute a bold, differentiated strategy to establish Cloudflare as the world’s leading SASE and Zero Trust platform. Align product innovation, ecosystem partnerships, and field execution behind a unified vision.
Build a World-Class Leadership Team:
Recruit, develop, and lead a global organization across sales, solution engineering, success, operations, and GTM strategy - fostering a culture of speed, accountability, and innovation.
Drive Operational Excellence:
Establish and manage a high-velocity operating cadence, including forecasting, pipeline management, QBRs, and executive-level reporting grounded in data-driven insights.
Champion the Partner-First Motion:
Drive growth through deep collaboration with Cloudflare’s partner ecosystem - enabling global systems integrators, MSPs, and channel partners to scale Cloudflare One’s reach and impact.
Be the Voice of the Field:
Serve as the bridge between the market and the business. Translate customer and partner feedback into actionable insights for Product and Engineering to accelerate innovation and adoption.
Lead the AI Security Motion
: Own Cloudflare's GTM for AI-native enterprises - from Digital Native AI companies building on Cloudflare infrastructure to large enterprises securing AI workloads. Drive adoption of AI Gateway, Zero Trust for AI model access, and DLP for prompt-level data protection as the entry motion into this segment.
Evangelize the Vision:
Represent Cloudflare One as an executive spokesperson with customers, partners, industry analysts, and at major events. Position Cloudflare as the thought leader shaping the future of Zero Trust and network security..
Qualifications & Experience
Enterprise Builder:
15+ years leading large-scale enterprise SaaS or cybersecurity businesses, ideally with prior GM or P&L ownership experience.
Strategic Visionary:
Deep understanding of cybersecurity, networking, and cloud ecosystems - including SASE, Zero Trust, SD-WAN, and network security.
Partner-First Leader:
Proven record of building and scaling partner-led GTM models and ecosystem-driven growth strategies.
Competitive Depth:
Track record of winning against entrenched security incumbents in enterprise accounts, with specific fluency in the SASE competitive landscape.
AI Market Fluency
: Working understanding of how enterprises are deploying AI infrastructure and the security, connectivity, and observability requirements that it creates.
Operational Excellence:
Demonstrated ability to design and execute rigorous operating frameworks that drive sustained, measurable growth.
Inspirational Leadership:
Known for building high-performance global teams and cultivating cultures of excellence, collaboration, and inclusion.
Executive Presence:
Exceptional communication and storytelling skills; comfortable engaging with customers, analysts, boards, and global audiences.
Why This Role
This is not a traditional GTM leadership role - it’s an opportunity to scale a generational business inside one of the world’s most innovative technology companies. The Vice President, CF1 GTM will define how enterprises secure, connect, and operate in the modern Internet era - and in doing so, shape the next chapter of Cloudflare’s growth story.
Compensation
Compensation may be adjusted depending on work location.
Equity
This role is eligible to participate in Cloudflare’s equity plan.
Benefits
Cloudflare offers a complete package of benefits and programs to support you and your family. Our benefits programs can help you pay health care expenses, support caregiving, build capital for the future and make life a little easier and fun! The below is a description of our benefits for employees in the United States, and benefits may vary for employees based outside the U.S.
Health & Welfare Benefits
Medical/Rx Insurance
Dental Insurance
Vision Insurance
Flexible Spending Accounts
Commuter Spending Accounts
Fertility & Family Forming Benefits
On-demand mental health support and Employee Assistance Program
Global Travel Medical Insurance
Financial Benefits
Short and Long Term Disability Insurance
Life & Accident Insurance
401(k) Retirement Savings Plan
Employee Stock Participation Plan
Time Off
Flexible paid time off covering vacation and sick leave
Leave programs, including parental, pregnancy health, medical, and bereavement leave
What Makes Cloudflare Special?
We’re not just a highly ambitious, large-scale technology company. We’re a highly ambitious, large-scale technology company with a soul. Fundamental to our mission to help build a better Internet is protecting the free and open Internet.
Project Galileo
: Since 2014, we've equipped more than 2,400 journalism and civil society organizations in 111 countries with powerful tools to defend themselves against attacks that would otherwise censor their work, technology already used by Cloudflare’s enterprise customers--at no cost.
Athenian Project
: In 2017, we created the Athenian Project to ensure that state and local governments have the highest level of protection and reliability for free, so that their constituents have access to election information and voter registration. Since the project, we've provided services to more than 425 local government election websites in 33 states.
1.1.1.1
: We released
1.1.1.1
to help fix the foundation of the Internet by building a faster, more secure and privacy-centric public DNS resolver. This is available publicly for everyone to use - it is the first consumer-focused service Cloudflare has ever released. Here’s the deal - we don’t store client IP addresses never, ever. We will continue to abide by our
privacy commitment
and ensure that no user data is sold to advertisers or used to target consumers.
Sound like something you’d like to be a part of? We’d love to hear from you!
Please note that applicants who progress to the offer stage of the interview process may be asked to attend an in-person interview within one of the Cloudflare Offices or Cloudflare Hubs. More details about this will be available at that stage of the interview process.
This position may require access to information protected under U.S. export control laws, including the U.S. Export Administration Regulations. Please note that any offer of employment may be conditioned on your authorization to receive software or technology controlled under these U.S. export laws without sponsorship for an export license.
Cloudflare is proud to be an equal opportunity employer. We are committed to providing equal employment opportunity for all people and place great value in both diversity and inclusiveness. All qualified applicants will be considered for employment without regard to their, or any other person's, perceived or actual
race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, family care status, or any other basis protected by law.
We are an AA/Veterans/Disabled Employer.
Cloudflare provides reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job. Examples of reasonable accommodations include, but are not limited to, changing the application process, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you require a reasonable accommodation to apply for a job, please contact us via e-mail at
hr@cloudflare.com
or via mail at 101 Townsend St. San Francisco, CA 94107.
Location: Salt Lake City, Utah, United States
About the Role
iCapital is looking to hire a SEC Reporting Specialist to join a fast-paced, rapid-growth environment on the Fund Finance Central Services Audit team. This role is an integral part of our team and is responsible for the oversight of all SEC reporting requirements and financial disclosures. This position will play a pivotal role in maintaining and enhancing our financial reporting controls and will work closely with the Fund Finance team, external senior leadership and other cross-functional stakeholders.
Responsibilities
Lead the preparation and review of all SEC filings, including Forms 10-K, 10-Q, 8-K, and other public disclosures for various clients.
Oversee the preparation and review of consolidated financial statements, footnotes, Management’s Discussion and Analysis, and related supporting schedules.
Partner with external senior leadership and other cross-functional stakeholders to coordinate disclosure input and accuracy.
Administer financial reporting controls and partner with process owners and internal stakeholders to support a strong Sarbanes-Oxley compliance framework.
Partner with external big 4 audit teams to ensure accurate and timely financial reporting, as well as answering open items.
Manage and oversee the client’s consolidation process.
Evaluate and improve internal controls continuously to ensure the highest level of financial integrity and transparency.
Qualifications
Bachelor’s degree in accounting, finance, or related field is required; CPA or MBA is preferred
5+ years of experience in SEC reporting, financial reporting, or a related field
Strong knowledge of US GAAP, SEC regulations, and Sarbanes-Oxley compliance
Experience with public disclosures and financial consolidations
Proven ability to work with cross-functional teams and senior leadership
Strong written and verbal communication skills
Detail-oriented with strong organizational and project management skills
Able to work in a fast-paced environment and meet tight deadlines
Proficiency in Microsoft Office Suite and advanced Excel skills
Experience with big 4 audit firms or DFIN ActiveDisclosure is a plus
Benefits
The base salary range for this role is $85,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: London, England
About the Role
iCapital is looking to hire a Vice President to lead go-to-market for iCapital Passthrough, iCapital’s business for non-advised investors, across the United Kingdom and Europe. This is the first dedicated commercial hire for Passthrough in the region, and the remit is deliberately broader than its US equivalents: one person owning the full-cycle sales motion and the partner channel that feeds it.
The business serves general partners who onboard investors directly, outside of wealth management channels. The individual in this role will own that market in Europe end to end, sourcing and closing new fund manager customers while building out existing and creating new fund administrator, law firm, and technology partnerships that generate referrals into the platform.
iCapital is the leading international player in private markets technology and distribution, with an established presence and deep relationships across the UK and Europe. This role is the chance to build a new business line with that platform, brand, and network already in market rather than from a standing start.
The position reports jointly to the Managing Director, GP Onboarding Solution and to the Managing Director, International Asset Manager Solutions. The successful candidate will carry an individual revenue number while working closely with iCapital's existing international coverage teams.
Responsibilities
Own full-cycle new client revenue for Passthrough across the UK and Europe, from first touch through signature, for both self-sourced and partner-sourced opportunities.
Consistently meet or exceed an annual revenue quota of approximately $900,000 to $1,000,000 in year one, scaling as the market matures.
Own the top of the funnel and prospect directly into general partners across the region. There is no dedicated sales development support in Europe, so pipeline generation is part of this job rather than a stage handed over to you.
Build and activate the European partner channel across fund administrators, fund formation counsel, and technology and API partners, from sourcing and pitching through structuring, launch, and ongoing management, including converting existing inbound interest from current partners.
Act as Europe's Passthrough product expert, supporting iCapital's international asset manager coverage teams where their relationships intersect with the platform, while independently running your own book of business.
Become an expert on the European private funds landscape and articulate the value proposition credibly to COOs, CFOs, General Counsel, and Investor Relations leaders at fund managers.
Test and document what the European market will bear on pricing and packaging, structuring deals within agreed commercial guardrails.
Keep meticulous records of all activity in the CRM to ensure predictable and accurate forecasting.
Provide structured monthly feedback to the product team on European requirements, including GDPR, AIFMD, and local KYC and AML considerations.
Represent Passthrough at European industry events and conferences, drawing on central iCapital marketing support.
Travel regularly across the UK and Europe for client meetings, partner meetings, and industry events.
Qualifications
8+ years in full-cycle B2B sales, business development, or partnerships, with a demonstrated record of personally generating, running, and signing new business. This is not a relationship management or account coverage role, though you will be able to take advantage of iCapital’s deep relationships.
A track record of carrying and meeting an individual revenue quota.
Established relationships with general partners, fund administrators, and/or fund formation counsel in the UK and Europe.
Fluency in private markets, with the credibility to hold a substantive conversation with a fund COO, General Counsel, or Investor Relations lead about how capital is raised and investors are onboarded.
Comfort operating with ambiguity. This role has not existed before, and the playbook will be built instead of inherited.
Experience selling to or through channel partners is a strong plus.
Experience at an early-stage or high-growth company is a strong plus.
Experience on the allocator side, whether at an LP, fund of funds, investment consultancy, or placement agent, is valued for the industry fluency it brings, though it does not substitute for closing experience.
German or French language ability is useful but not required.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
Location: Springfield, United States
Keller Executive Search is recruiting on behalf of an established company in the tire industry. Our client is seeking an accomplished Vice President of Sales to lead national sales strategy, strengthen key customer relationships, and expand revenue across commercial and retail channels.
Key Responsibilities
Develop and execute national sales strategies aligned with revenue and profitability objectives.
Lead, mentor, and evaluate regional sales leaders and key account teams.
Expand relationships with distributors, dealers, fleet customers, and strategic accounts.
Identify opportunities within replacement tire, commercial fleet, and specialty tire markets.
Establish sales forecasts, pricing strategies, performance targets, and account plans.
Collaborate with marketing, finance, product, and supply chain leadership.
Monitor market activity, customer demand, competitive pricing, and industry developments.
Represent the organization at customer meetings, trade events, and industry conferences.
Requirements
Bachelor’s degree in business, marketing, or a related field.
10+ years of progressive sales leadership experience.
5+ years managing senior sales teams or multiple territories.
Experience within tires, automotive products, aftermarket distribution, or related manufacturing.
Strong knowledge of dealer, distributor, fleet, or wholesale sales channels.
Demonstrated success delivering sustainable revenue growth.
Willingness to travel regularly.
Benefits
Salary: $140,000 to $165,000 annually, plus performance bonus
Annual performance bonus of up to 20%
Medical, dental, and vision insurance
401(k) plan with company match
Vehicle allowance
20 days of paid time off
Company-paid life and disability insurance
Paid holidays
Business travel reimbursement
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at
www.kellerexecutivesearch.com
.
Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Use of Artificial Intelligence in Recruitment
Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Location: Columbia, United States
Keller Executive Search is recruiting on behalf of an expanding automotive repair and maintenance services organization. Our client is seeking a Vice President of Marketing to strengthen its brand, increase customer acquisition, and support growth across multiple service locations.
Key Responsibilities
Develop and execute an integrated marketing strategy across all service markets.
Lead brand positioning, customer acquisition, retention, digital marketing, and local campaigns.
Manage paid search, social media, email, website, and customer relationship marketing.
Develop promotions supporting seasonal services and location-level revenue objectives.
Analyze customer behavior, campaign performance, conversion rates, and acquisition costs.
Oversee marketing agencies, technology platforms, media partners, and departmental budgets.
Support new-location openings and entry into additional markets.
Partner with service and commercial leaders to improve the customer experience.
Build and develop a results-oriented internal marketing team.
Requirements
Bachelor’s degree in marketing, communications, business, or a related field.
10+ years of progressive marketing experience.
5+ years leading marketing teams, agencies, or multi-market programs.
Experience within automotive services, retail services, franchising, or multi-location businesses.
Strong knowledge of digital acquisition, CRM, analytics, and brand management.
Demonstrated success generating measurable customer and revenue growth.
Experience managing substantial marketing budgets.
Benefits
Salary: $130,000 to $155,000 annually, plus performance bonus
Annual performance bonus of up to 12%
Medical, dental, and vision coverage
401(k) plan with company contribution
17 days of paid time off
Paid company holidays
Mobile phone allowance
Mental health and employee assistance benefits
Professional development allowance
Automotive service and maintenance discounts
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at
www.kellerexecutivesearch.com
.
Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Use of Artificial Intelligence in Recruitment
Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Location: St. Louis, United States
Keller Executive Search is recruiting on behalf of an automotive parts manufacturer seeking an experienced Vice President of Human Resources. This leader will shape the company’s people strategy, strengthen leadership capability, and oversee human resources across a multi-site manufacturing environment.
Key Responsibilities
Develop and implement human resources strategies supporting business growth.
Lead talent acquisition, succession planning, performance management, and leadership development.
Oversee compensation, benefits, employee relations, and workforce planning.
Strengthen engagement, retention, accountability, and organizational culture.
Advise senior leaders on employment matters and organizational decisions.
Maintain compliance with federal, state, and local employment requirements.
Partner with manufacturing leadership on workforce availability and labor relations.
Establish consistent HR policies, processes, systems, and performance measures.
Lead and develop the company’s human resources team.
Requirements
Bachelor’s degree in human resources, business administration, or a related field.
Master’s degree, SHRM-SCP, or SPHR preferred.
10+ years of progressive human resources experience.
5+ years in a senior HR leadership role.
Experience supporting manufacturing or automotive environments.
Knowledge of employee relations, compensation, benefits, and employment compliance.
Experience supporting multiple facilities or business units.
Strong executive communication and organizational leadership skills.
Benefits
Salary: $135,000 to $160,000 annually, plus performance incentive
Annual performance incentive of up to 12%
Medical, dental, and vision insurance
401(k) plan with 3% company match
18 days of paid time off
Paid parental and caregiver leave
Employee assistance and wellness programs
SHRM or HR certification reimbursement
Company-paid life insurance
10 paid company holidays
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at
www.kellerexecutivesearch.com
.
Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Use of Artificial Intelligence in Recruitment
Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Location: Farmington, United States
Keller Executive Search is recruiting on behalf of a growing tire manufacturer seeking a commercially minded Vice President of Finance. This executive will provide financial leadership, strengthen reporting and controls, and support long-term investment and growth decisions.
Key Responsibilities
Lead financial planning, budgeting, forecasting, accounting, and management reporting.
Advise executive leadership on profitability, capital investment, cash flow, and financial risk.
Oversee financial controls, audits, tax compliance, and regulatory reporting.
Evaluate manufacturing costs, inventory performance, margins, and pricing structures.
Develop financial models supporting expansion, equipment investments, and product initiatives.
Manage relationships with banks, auditors, insurers, and external financial partners.
Improve reporting accuracy, financial systems, and decision-support capabilities.
Present financial results and recommendations to executive leadership and ownership.
Requirements
Bachelor’s degree in finance, accounting, economics, or a related discipline.
CPA, CMA, or MBA preferred.
10+ years of progressive finance or accounting experience.
5+ years in a senior financial leadership position.
Experience within manufacturing, automotive products, tires, or industrial goods.
Strong understanding of cost accounting, inventory controls, and capital planning.
Experience leading audits and implementing financial controls.
Benefits
Salary: $150,000 to $175,000 annually, plus annual incentive
Annual incentive opportunity of up to 15%
Medical insurance with employer-funded HSA contribution
Dental and vision coverage
401(k) plan with company match
4 weeks of paid time off
Paid parental leave
Professional certification support
Executive life insurance
Short-term and long-term disability coverage
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at
www.kellerexecutivesearch.com
.
Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Use of Artificial Intelligence in Recruitment
Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Location: Columbia, United States
Keller Executive Search is recruiting on behalf of a specialized rubber and polymer manufacturer. Our client is seeking a Vice President of Engineering to guide product development, technical strategy, and engineering excellence across its manufacturing portfolio.
Key Responsibilities
Establish the organization’s engineering and product development strategy.
Lead product engineering, process engineering, research, and technical services teams.
Direct the development and commercialization of rubber and polymer products.
Improve material performance, product consistency, manufacturability, and technical quality.
Evaluate new compounds, production technologies, equipment, and automation opportunities.
Oversee engineering standards, technical documentation, testing, and change controls.
Partner with customers on specifications, applications, and technical problem-solving.
Manage engineering budgets, project priorities, staffing, and capital recommendations.
Protect intellectual property and support patent development where appropriate.
Requirements
Bachelor’s degree in chemical, mechanical, materials, polymer, or manufacturing engineering.
Advanced engineering degree preferred.
12+ years of progressive engineering experience.
5+ years leading engineering managers or multidisciplinary technical teams.
Experience within rubber, polymers, elastomers, chemicals, or related manufacturing.
Knowledge of product development, materials testing, and manufacturing processes.
Demonstrated success bringing technical products from concept to production.
Benefits
Salary: $150,000 to $180,000 annually, plus annual bonus
Annual bonus opportunity of up to 15%
Medical, dental, and vision insurance
401(k) plan with 5% company match
Relocation assistance where applicable
20 days of paid time off
Paid holidays and year-end shutdown days
Engineering conference and education allowance
Patent recognition program
Company-paid life and disability insurance
Equal Employment Opportunity and Non-Discrimination Policy
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
Privacy and Pay Equity:
California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at
www.kellerexecutivesearch.com
.
Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
Rhode Island: We do not request or require salary history from applicants.
Connecticut: We provide wage range information upon request or before discussing compensation.
New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Use of Artificial Intelligence in Recruitment
Keller Executive Search and our clients may use artificial intelligence (AI) tools to assist in the recruitment and candidate evaluation process. These tools are used exclusively to support human decision-making by helping to review and assess candidate qualifications and materials. AI is never used to automatically reject, disqualify, or make final hiring decisions about candidates. All AI-assisted evaluations are reviewed by experienced recruitment professionals, and all hiring decisions are made by qualified human recruiters. Our use of AI is designed to enhance fairness, consistency, and efficiency while maintaining our commitment to equal employment opportunity and non-discrimination principles.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Location: Toronto, Ontario, Canada
About the Role
iCapital is seeking an experienced, results-oriented Manager to lead the Outbound Sales team within the Alternative Investment Distribution group. This individual will oversee a team of Outbound Sales Analysts whose mission is to introduce financial advisors to the iCapital platform, drive registrations, build advisor profiles, and nurture advisors to their first trade. This role is ideal for a proven inside sales leader who combines a deep understanding of alternative investments and the wealth management distribution landscape and able to coach, motivate, and scale a high-volume outbound Sales team.
Responsibilities
Manage a team of Outbound Sales Analysts executing 75+ calls per day per analyst targeting financial advisors not currently active on the iCapital platform.
Set daily, weekly, and monthly performance targets; monitor and report on KPIs including call volume, registrations, advisor profiles completed, CRM compliance, and first-trade conversions.
Conduct regular 1:1s, call coaching sessions, and team huddles to drive continuous skill development and performance improvement.
Identify top performers and create development paths; address performance gaps proactively with structured improvement plans.
Foster a high-energy, accountability-driven team culture aligned with iCapital's values.
Own the team's outbound prospecting strategy, including prioritization of prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
Develop and refine call scripts, objection-handling frameworks, and advisor profiling playbooks used by the analyst team.
Partner with Marketing and Sales Enablement to ensure the team has compelling, current content and platform messaging for each advisor’s segment.
Coordinate with Senior Relationship Managers to ensure seamless handoff of high-potential advisors flagged for escalation.
Ensure 100% same-day CRM logging across the team; audit data quality and enforce standards for advisor profiles, call notes, and pipeline stages.
Leverage CRM reporting (Salesforce) and outbound sequencing tools (Outreach) to identify pipeline trends, conversion bottlenecks, and territory opportunities.
Deliver weekly pipeline and performance reports to Sales leadership.
Partner with Product Specialists to schedule and coordinate advisor education touchpoints, webinars, fund spotlights, and platform demos that accelerate readiness to trade.
Collaborate with Recruiting and Human Resources on analyst hiring, onboarding, and ramp planning as the team scales.
Provide field intelligence to the broader Distribution and Product teams based on advisor feedback and objection patterns.
Qualifications
Bachelor's degree in finance, business, economics, or a related field
10+ years of inside sales or financial services experience, with at least 1–2 years in a team lead, supervisory, or management capacity
Demonstrated ability to manage and develop high-volume outbound sales teams in a structured, metric-driven environment
FINRA Series 7 and Series 63 licenses are required
FINRA Series 24 license required or must obtain within 30 days of hire
Strong proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
Excellent communication and coaching skills; ability to motivate a team and influence without authority
Data-driven approach to performance management and pipeline analysis
Familiar with alternative investments and the wealth management distribution ecosystem
Experience supporting or selling into RIAs or independent broker-dealers
Track record of improving team conversion metrics and reducing ramp time for new hires
Benefits
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.
The base salary range for this role is CAD 130,000 to CAD 170,000. iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. 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
Twitter: @icapitalnetwork |
LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.
seniorSalt Lake City, Utah, United States
seniorGreenwich, Connecticut, United States
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