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Location: Greenwich, Connecticut, United States; New York, New York, United States About the Role iCapital is looking to hire an Assistant Vice President Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into the new customers that fuel our expansion. This role is central to how the firm grows and is an opportunity for an ambitious seller to build their career on a team designed for a new era of scale. This role will report to the Head of Sales and will be responsible for managing relationships with alternative asset managers with total firm. Responsibilities Run a full-cycle sales process to turn qualified opportunities into new Passthrough, now a part of iCapital, customers. Consistently meet or exceed your annual revenue quota of $1.75M. Become an expert on the private funds landscape and the challenges our clients face, and effectively articulate our value proposition to key stakeholders such as GPs, Fund Admins, COOs, and Investor Relations. Maintain a disciplined and value-oriented sales process to achieve a high close rate on qualified opportunities. Keep meticulous records of all activities in the CRM to ensure predictable and accurate forecasting. Collaborate with Marketing Development and Customer Success to provide a seamless customer experience. Qualifications 5+ years of full-cycle B2B closing experience, preferably in a SaaS or FinTech environment Track record of consistently meeting or exceeding an annual quota of $1M+ Experience or a strong desire to work within a structured sales process (i.e. using methodologies like BANT or MEDDIC) A strategic and execution-oriented mindset, with a track record of translating ideas into scalable business solutions Data-driven, process-oriented, and able to view metrics and the CRM as essential tools for success Values clarity, accountability, and a collaborative, results-oriented culture Balances speed and quality, prioritizing timely feedback and continuous improvement Experience selling to fund managers, legal counsel, or fund administrators Benefits The base salary range for this role is $100,000 to $120,000.  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: Greenwich, Connecticut, United States About the Role iCapital is seeking a Vice President or Senior Vice President to lead Pricing Strategy and support one of iCapital's most important strategic functions. This role sits at the center of key business decisions, partnering closely with senior executive leadership to develop pricing strategies that drive growth, profitability, and long-term enterprise value. This role will help shape pricing frameworks, evaluate client and product opportunities, assess competitive dynamics, and develop data-driven recommendations that balance commercial objectives with sustainable economics. Operating at the intersection of strategy, finance, analytics, and business development, this role offers significant executive visibility and the opportunity to influence firm-wide commercial strategy across products, channels, and geographies. Responsibilities Lead the firm's Pricing Committee, including agenda development, analysis, governance, recommendations, and follow-up actions. Partner directly with executive leadership on strategic pricing decisions, commercial opportunities, and business growth initiatives. Work with the Business Development, Relationship Management, Distribution, and Product teams to structure and price new business opportunities and strategic client engagements. Build and lead a pricing strategy team responsible for reviewing client-specific requests, conducting analyses, and supporting commercial decision-making. Design and enhance pricing frameworks that support product positioning, value-based pricing, and long-term competitive differentiation. Own and maintain the Global Standard Pricing Compendium, ensuring pricing frameworks remain current, scalable, and consistently applied. Build and maintain pricing precedents, historical decisions, and supporting documentation to improve consistency and decision quality. Draft, implement, and maintain pricing policies, governance standards, and control procedures. Develop pricing analyses, dashboards, and reporting on pricing trends, fee realization, take rates, margin performance, and business mix evolution. Conduct market, competitor, and industry research to evaluate pricing trends, fee compression risks, and emerging commercial strategies. Partner closely with Strategic Finance teams to model revenue opportunities, cost structures, profitability, and return on investment for pricing decisions. Develop best-in-class disclosures and client-facing language describing iCapital's pricing methodologies, value proposition, and commercial arrangements. Qualifications 9 - 15 years of experience in pricing strategy, management consulting, strategic finance, investment banking, private equity, corporate strategy, or other analytical and commercial leadership roles Experience developing pricing strategies, commercial frameworks, revenue optimization initiatives, or profitability analyses within financial services, fintech, asset management, or related industries Exceptional analytical capabilities, including financial modeling, business case development, pricing analytics, and quantitative decision support. Demonstrated ability to influence senior executives and effectively communicate complex analyses to C-suite audiences and synthesizing large amounts of data into actionable recommendations and executive-ready presentations Strong commercial judgment with the ability to balance revenue growth, profitability, client needs, and competitive positioning Experience working cross-functionally with finance, sales, product, operations, legal, and executive leadership teams Track record of building processes, governance frameworks, and scalable operating models in evolving organizations Strong written and verbal communication skills with the ability to develop executive materials, committee presentations, policies, and client-facing content Highly organized with exceptional attention to detail and the ability to manage multiple strategic initiatives simultaneously Previous experience leading teams and developing talent is preferred Advanced proficiency in Excel and PowerPoint; experience with pricing analytics, business intelligence, and financial planning tools are a plus Benefits The base salary range for this role is $160,000 to $240,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is seeking a Vice President or Senior Vice President to lead Pricing Strategy and support one of iCapital's most important strategic functions. This role sits at the center of key business decisions, partnering closely with senior executive leadership to develop pricing strategies that drive growth, profitability, and long-term enterprise value. This role will help shape pricing frameworks, evaluate client and product opportunities, assess competitive dynamics, and develop data-driven recommendations that balance commercial objectives with sustainable economics. Operating at the intersection of strategy, finance, analytics, and business development, this role offers significant executive visibility and the opportunity to influence firm-wide commercial strategy across products, channels, and geographies. Responsibilities Lead the firm's Pricing Committee, including agenda development, analysis, governance, recommendations, and follow-up actions. Partner directly with executive leadership on strategic pricing decisions, commercial opportunities, and business growth initiatives. Work with the Business Development, Relationship Management, Distribution, and Product teams to structure and price new business opportunities and strategic client engagements. Build and lead a pricing strategy team responsible for reviewing client-specific requests, conducting analyses, and supporting commercial decision-making. Design and enhance pricing frameworks that support product positioning, value-based pricing, and long-term competitive differentiation. Own and maintain the Global Standard Pricing Compendium, ensuring pricing frameworks remain current, scalable, and consistently applied. Build and maintain pricing precedents, historical decisions, and supporting documentation to improve consistency and decision quality. Draft, implement, and maintain pricing policies, governance standards, and control procedures. Develop pricing analyses, dashboards, and reporting on pricing trends, fee realization, take rates, margin performance, and business mix evolution. Conduct market, competitor, and industry research to evaluate pricing trends, fee compression risks, and emerging commercial strategies. Partner closely with Strategic Finance teams to model revenue opportunities, cost structures, profitability, and return on investment for pricing decisions. Develop best-in-class disclosures and client-facing language describing iCapital's pricing methodologies, value proposition, and commercial arrangements. Qualifications 9 - 15 years of experience in pricing strategy, management consulting, strategic finance, investment banking, private equity, corporate strategy, or other analytical and commercial leadership roles Experience developing pricing strategies, commercial frameworks, revenue optimization initiatives, or profitability analyses within financial services, fintech, asset management, or related industries Exceptional analytical capabilities, including financial modeling, business case development, pricing analytics, and quantitative decision support. Demonstrated ability to influence senior executives and effectively communicate complex analyses to C-suite audiences and synthesizing large amounts of data into actionable recommendations and executive-ready presentations Strong commercial judgment with the ability to balance revenue growth, profitability, client needs, and competitive positioning Experience working cross-functionally with finance, sales, product, operations, legal, and executive leadership teams Track record of building processes, governance frameworks, and scalable operating models in evolving organizations Strong written and verbal communication skills with the ability to develop executive materials, committee presentations, policies, and client-facing content Highly organized with exceptional attention to detail and the ability to manage multiple strategic initiatives simultaneously Previous experience leading teams and developing talent is preferred Advanced proficiency in Excel and PowerPoint; experience with pricing analytics, business intelligence, and financial planning tools are a plus Benefits The base salary range for this role is $160,000 to $240,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Salt Lake City, Utah, United States About the Role iCapital is seeking a Cyber Case Manager to join the Global Information Security team within Cyber Security Operations. As the Security Operations Center (SOC) continues to grow, dedicated ownership of the case lifecycle has become essential to ensuring incidents and investigations are consistently tracked and driven to closure. The Cyber Case Manager serves as the single point of accountability for that lifecycle – from intake through resolution – ensuring every case is owned, prioritized, progressing, and documented. This individual-contributor will report to the Security Operations leader. Responsibilities Own the end-to-end lifecycle of security cases including intake, ownership assignment, progress tracking, and driving cases to resolution and closure. Serve as the single point of accountability for case status across the SOC, maintaining an accurate, prioritized, real-time view of all open incidents and investigations. Exercise authority to assign, reprioritize, and escalate cases across SOC Analysts, Threat Detection Engineering, and Incident Response to keep work moving and eliminate stalled cases. Enforce case-handling SLAs and quality standards; proactively identify aging, blocked, or at-risk cases and escalate to the Security Operations Leader. Coordinate cross-functional workstreams spanning incident response, DFIR, insider-threat cases, vulnerability-remediation tracking, audit and GRC findings, and eDiscovery and legal-hold requests. Manage case documentation and evidence integrity – ensuring timelines, actions, decisions, and artifacts are captured consistently and remain audit-ready. Integrate case workflows with SIEM/SOAR so alerts, enrichment, and automated actions flow into and out of the case record without manual re-keying. Produce case metrics and leadership reporting, including MTTD, MTTR, backlog, aging, closure rates, and SLA adherence for SOC leadership and stakeholders. Build and continuously improve case-management processes, intake criteria, and runbooks to increase throughput and reduce manager overhead. Facilitate case reviews, shift and regional handoffs, and post-incident lessons-learned, ensuring action items are tracked to completion. Leverage the SOC’s SIEM and SOAR platforms, with Jira and Confluence as the system of record. Collaborate with Legal, Compliance, Human Resources, SOC Analysts, Security Engineering, Cloud Security, Incident Response, and business stakeholders to support sensitive investigations, maintain confidentiality and chain of custody, and strengthen iCapital’s overall cyber resiliency. Participate in incident-driven after-hours coordination as needed to keep high-priority cases moving. Qualifications 3–6 years of experience in cyber security operations, incident response, or security case and program management Bachelor’s degree in information security, computer science, or information technology is preferred Experience in a regulated industry; financial services or fintech is preferred Hands-on experience managing incident or case queues in a SOC or incident response environment Working knowledge of SIEM and SOAR platforms and how alerts and cases flow through them Proficiency with Jira and Confluence for workflow management, tracking, and documentation Strong understanding of the incident response lifecycle and frameworks such as NIST and MITRE ATT&CK Demonstrated ability to coordinate across teams and drive work to closure through influence and follow-through, without direct reporting authority over those teams Familiar with handling sensitive investigations, evidence handling, and chain-of-custody principles Exceptional organization, prioritization, and attention to detail while managing many concurrent cases Excellent written and verbal communication skills, with the ability to report status clearly to both technical and executive audiences Relevant certifications (i.e. GCIH, GCFE, PMP, ITIL, or Splunk and SOAR) are preferred Experience with dedicated case-management or SOAR platforms (i.e. ServiceNow SIR, TheHive, Splunk SOAR and Phantom) Exposure to insider-threat, DFIR, eDiscovery, legal-hold, or GRC and audit workflows Familiar with cloud environments, AWS is preferred and knowledge of Agile frameworks is preferred 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: New York Workplace: hybrid Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.   Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country. About the Role  Filevine is expanding in New York, and we need a strategic leader who understands the nuance of the city’s top law firms. This is ideal for a former attorney who wants to move away from traditional practice and focus on relationship-building, market strategy, and growth. You’ll connect us with decision-makers at major firms, build out a network of trusted advisors, and pave the way to build a regional team down the line. Core Responsibilities: Shape the NY Strategy: Build and execute our go-to-market plan for the New York market, setting long-term goals for growth across BigLaw, AmLaw, NLJ 500, and large general-practice firms. Cultivate High-Impact Relationships: Develop a strong network of referral partners, consultants, and advisors whose introductions give Filevine a seat at the table. Your connections and industry standing will be the primary engine driving our presence forward. Create & Expand Opportunities: Identify key enterprise opportunities, land initial footholds in practice groups or regional offices, and build the relationships needed to expand across entire firms over time. Maintain Deal Momentum: Partner closely with our Strategic Accounts team, keeping executive relationships warm and aligned as opportunities progress toward close. (This role focuses on relationship leadership and vision, leaving technical demos and redlines to dedicated account executives.) Build and Lead the Local Team: As the New York motion gains traction, you will hire, mentor, and structure a dedicated team of sellers and relationship managers to scale our regional footprint. Represent the New York Market: Work side-by-side with internal sales, marketing, product, and customer success teams to serve as the voice of New York’s legal community within Filevine. What You'll Need to Succeed: Legal Background: 10+ years as an attorney, partner or managing partner inside an AmLaw, BigLaw, or comparable large firm setting. Established Local Network: Strong existing relationships in and around the New York legal market, along with the credibility to continuously broaden your reach. Hands-On Leadership Style: Comfort rolling up your sleeves to personally drive early strategy and relationship-building before building and managing a larger team. JD (Juris Doctor) required Location: Based in or near New York City. Nice to Have: Prior business development, sales, or partnership experience in legal tech or professional services. A strong grasp of modern legal technology and the operational dynamics of large law firms. Proven experience hiring, coaching, or leading client-facing teams. Work Location Expectation: Most roles for candidates in or near these metro areas (San Francisco, Salt Lake City, Chicago, or New York) are fully onsite. Some roles offer a hybrid schedule of 2–3 days in-office per week     Cool Company Benefits: - A dynamic, rapidly growing company, focused on helping organizations thrive  - Medical, Dental, & Vision Insurance (for full-time employees) - Competitive & Fair Pay - Maternity & paternity leave (for full-time employees) - Short & long-term disability - Opportunity to learn from a dedicated leadership team - Top-of-the-line company swag   Privacy Policy Notice Filevine will handle your personal information according to what’s outlined in our Privacy Policy.   Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using "filevine.com". Other addresses reaching out are not affiliated with Filevine and should not be responded to.

Location: Greenwich, Connecticut, United States About the Role iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives. Responsibilities Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity. Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions. Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests. Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel. Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting. Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality. Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects. Qualifications 2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class Direct experience working for or with wealth management firms, specifically BDs is a plus Excellent verbal and written communication skills Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time Series 7 and 63 licenses are preferred; willingness to obtain if not already held Benefits The base salary range for this role is $100,000 to $140,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a client-facing, technical role focused on the delivery and ongoing support of iCapital's full suite of technology solutions to the BD channel. This individual will work closely with senior Relationship Managers, gaining broad exposure across all IBD client and prospect relationships while contributing to go-to-market execution and platform growth initiatives. Responsibilities Support senior Relationship Managers across all IBD client and prospect relationships, serving as an active participant in day-to-day account management and business development activity. Assist in platform demonstrations for new prospects, contribute to RFP responses, and coordinate with internal cross-functional teams on iCapital's suite of enterprise technology solutions. Help manage ongoing client relationships by handling follow-ups, tracking open items, and ensuring timely resolution of client inquiries and requests. Collaborate with Relationship Managers and internal partners to support tactical and strategic initiatives across the IBD channel. Support internal project management efforts, including maintaining CRM data, pipeline tracking, and team reporting. Coordinate with Product and Engineering teams to facilitate client integrations and the delivery of key platform functionality. Develop a strong working knowledge of iCapital's product suite and the structured investments landscape to serve as a credible resource for clients and prospects. Qualifications 2–5 years of experience in a client-facing, business development, or relationship management role, ideally within financial services or enterprise technology Foundational knowledge of structured investments with a strong interest in deepening expertise in the asset class Direct experience working for or with wealth management firms, specifically BDs is a plus Excellent verbal and written communication skills Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously Collaborative team player who thrives in a fast-paced environment and is eager to take on increasing responsibility over time Series 7 and 63 licenses are preferred; willingness to obtain if not already held Benefits The base salary range for this role is $100,000 to $140,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is seeking an experienced Events Manager Assistant Vice President or Vice President to join the Global Events team, reporting to the Global Head of Events. This role will be responsible for leading full cycle event to support iCapital’s distribution partnership with a large wealth management client (the Client) across North America and the EMEA region. This individual will focus on event planning, logistics, operations, project management, and stakeholder coordination. The ideal candidate is a highly organized event professional who thrives in a fast-paced environment and excels at managing multiple complex programs simultaneously. Responsibilities Lead the end-to-end planning and execution of conferences, educational roadshows, webinars, workshops, and sponsorship activations ensuring alignment with the Client, third party GPs and iCapital’s goals. Manage all aspects of event logistics, including venue sourcing, contract negotiations, registration, attendee management, catering, audiovisual production, transportation, event materials, and onsite operations. Develop and maintain detailed project plans, timelines, budgets, and event calendars to ensure flawless execution and accountability. Coordinate speaker logistics, presentation collection, rehearsals, and onsite support to ensure a seamless event experience. Support both in-person and virtual events while maintaining consistent and high-quality attendee experience. Partner closely with Alternative Investment Specialists, Sales, Marketing, General Partners, and client stakeholders to deliver impactful advisor-facing educational programs. Serve as the primary liaison between iCapital, wealth management partners, asset managers, agencies, vendors, and venues. Build strong working relationships across internal and external stakeholder groups to drive alignment and successful execution. Support the development of educational agendas and event experiences that align with business objectives and audience needs. Manage event budgets, contracts, compliance approvals, vendor onboarding, invoice processing, and event reconciliation. Utilize Cvent, Monday.com, and other event technology platforms to manage registration, communications, project tracking, and reporting. Build scalable processes, playbooks, and best practices to improve efficiency and consistency across programs. Identify opportunities to enhance the attendee experience and improve operational excellence across all events. Track event performance, attendee engagement, and program effectiveness. Deliver post-event reporting and recommendations to enhance future programs. Monitor event success against established goals, budgets, and stakeholder expectations. Evaluate processes and identify opportunities for improvement consistently. Qualifications 6–12+ years of experience in event management, conference planning, field marketing, experiential marketing, or related disciplines Basic to intermediate knowledge of alternative investments, wealth management, asset management, or financial services is preferred Strong project management skills with the ability to manage multiple priorities across various stakeholders, time zones, and deadlines Experience managing event budgets, contracts, vendor relationships, and complex logistics Proficiency with Cvent, Monday.com, Microsoft Office, and virtual event platforms Excellent communication and interpersonal skills with the ability to engage effectively at all levels, from senior executives to external vendors Strategic thinker with a strong execution mindset and attention to detail Willingness to travel domestically and internationally and work across time zones as needed Highly organized event professional who enjoys bringing complex programs to life Exceptional project manager who can balance strategy with flawless execution Able to build trust with clients, colleagues, and external stakeholders Proactive problem-solving skills with the ability to anticipate challenges and drive solutions Passion for delivering world-class experiences that strengthen relationships and support business growth Benefits The base salary range for this role is $115,000 to $165,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, US; San Francisco, US About the team The Customer Success Management team (CSM) is part of Customer Experience, which also includes Renewals and Support teams. CSMs work with our Enterprise-licensed customers to help them collaborate and innovate with Miro continuously, resulting in high retention and expansion rates. About the role Miro is looking to hire a strategic Global Customer Success Leader to be responsible for building, coaching, and leading an amazing team of Customer Success managers and CSMs. Furthermore, you will partner closely with our regional Sales leaders and Professional Services leaders and other cross-functional partners to drive regional strategy, build senior executive relationships at our enterprise customers, ensure we drive value, and continuously improve adoption and retention. What you’ll do Build, coach and lead the Americas and Japan/Apac Customer Success teams Partner with sales leadership and other functions to improve customer lifetime value (CLV) through higher product adoption, customer value, health scores, customer satisfaction, retention and expansion Drive the team to hit Key Performance Indicators Mentor the team to maintain account hygiene, health, and indicators Participate in revenue and health forecasting Partner with stakeholders to define and deliver on a best-in-class customer experience Personally work with our largest customers (10K+ employee size) to establish executive relationships Participate and contribute in formulating key strategic decisions as a part of the CS leadership team As a senior leader you will continually demonstrate Miro’s behaviors and values to drive an inclusive and engaged culture What you’ll need 10+ years experience in Strategic or Enterprise (High Touch) Customer Success and/or Account Management leadership with a consistent track record of meeting targets 7+years leading Customer Success and/or Account Management teams at high-growth B2B SaaS company Have successfully lead Director level leaders in the past Strong foundation in the Customer Success norms, processes, and KPIs Excellent communication skills, ability to build relationships and work cross-functionally Background of hiring, training, and enabling CSMs with strong performance management skills Experience in working with Digital Customer Success and/or Marketing to drive CS at scale. Experience driving professional services to deepen customer relationships and accelerate their time to value. Excellent ability to identify and resolve problems in CS processes Solid understanding of AI, Enterprise SaaS applications and collaboration technology What's in it for you We want you to feel supported, connected, and ready to grow. Our global benefits package generally includes equity, a wellbeing benefit, a WFH equipment allowance, and an annual Learning & Development stipend. Join a diverse team where you can do your best work. Full benefits may differ per location. If you would like to learn more about location-specific benefits, please refer to our Global Miro benefits board . About Miro Miro is a visual workspace for innovation that enables distributed teams of any size to build the next big thing. The platform's infinite canvas enables teams to lead engaging workshops and meetings, design products, brainstorm ideas, and more. Miro, co-headquartered in San Francisco and Amsterdam, serves more than 100M users and 250,000 companies collaborate in the Innovation Workspace. Miro was founded in 2011 and currently has more than 1,600 employees in 13 hubs around the world. We are a team of dreamers. We look for individuals who dream big, work hard, and above all stay humble. Collaboration is at the heart of what we do and through our work together we hope to create a supportive, welcoming, and innovative environment. We strive to play as a team to win the world and create a better version of ourselves every day. If this sounds like something that excites you, we want to hear from you! Check out more about life at Miro: Youtube: https://www.youtube.com/@lifeatmiro Blog: https://miro.com/careers/life-at-miro/all/ Instagram: https://www.instagram.com/mirohq/ At Miro, we strive to create and foster an environment of belonging and collaboration across cultural differences. Miro’s mission — Empower teams to create the next big thing — is how we think about our product, people, and culture. We believe that creating big things requires diverse and inclusive teams. Diversity invites all talent with different demography, identities and styles to step in , and inclusion invites them to step closer together. Every day, we are working to build a more diverse Miro, cultivate a sense of belonging for future and current Mironeers around the world, and foster an environment where everyone can collaborate and embrace differences. Miro handles and uses personal data of job applicants in line with its Recruitment Privacy Policy found here .

Location: Greenwich, Connecticut, United States About the Role iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients.  The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market. Responsibilities Support the management of relationships with iCapital's issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests. Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform. Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities. Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions. Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail. Collaborate with teams across the firm — including Product, Engineering, Legal, Marketing, and Compliance — to deliver a robust, well-supported platform solution and drive process improvement. Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line. Qualifications Bachelor’s degree is required 5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry Experience working with or covering structured products is a plus Strong analytical and problem-solving skills and a high level of attention to detail Strong written and verbal communication skills Able to successfully operate in a fast-paced environment Strategic mindset and able to work independently Demonstrated client service skills with stakeholders and clients Excellent organizational skills Desire to work in a cross-functional and collaborative environment Proficient in Microsoft Suite (Excel, PowerPoint, Word) Series 7 and 63 certifications are required or obtained within 90 days of hire Benefits The base salary range for this role is $170,000 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: New York, New York, United States About the Role iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients.  The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will help manage and grow relationships with our issuing partners, serving as a key point of contact and assisting in developing and executing the firm’s strategy and solutions in the structured investments market. Responsibilities Support the management of relationships with iCapital's issuing partners, serving as a key point of contact — coordinating regular touchpoints such as meetings, check-ins, and events, and responding to partner questions and requests. Help maintain and grow existing partnerships and support the onboarding of new issuers onto the platform. Translate partner needs and feedback into platform enhancements, owning the resulting projects and partnering with Product and Engineering to prioritize and deliver them while balancing competing partner priorities. Develop presentations, updates, and reporting for both partners and internal stakeholders, using data and analysis to inform decisions. Aggregate, manipulate, and analyze large data sets to generate reports and surface insights, with excellent attention to detail. Collaborate with teams across the firm — including Product, Engineering, Legal, Marketing, and Compliance — to deliver a robust, well-supported platform solution and drive process improvement. Assist in the development and execution of the firm's overarching strategy for the Structured Investments business line. Qualifications Bachelor’s degree is required 5+ years of relevant experience in trading, business development, or relationship management in the structured investments market or broader financial markets industry Experience working with or covering structured products is a plus Strong analytical and problem-solving skills and a high level of attention to detail Strong written and verbal communication skills Able to successfully operate in a fast-paced environment Strategic mindset and able to work independently Demonstrated client service skills with stakeholders and clients Excellent organizational skills Desire to work in a cross-functional and collaborative environment Proficient in Microsoft Suite (Excel, PowerPoint, Word) Series 7 and 63 certifications are required or obtained within 90 days of hire Benefits The base salary range for this role is $170,000 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: New York, New York, United States About the Role iCapital’s Distributed Ledger Technology team is looking to hire a Senior Blockchain Backend Engineer to develop an industry-wide distributed ledger solution for the alternative investment ecosystem to facilitate access to private markets investments for advisors and their high-net-worth clients using innovative technology solutions. The ideal candidate is able to understand complex business problems, scope projects, identify business opportunities, optimize workflows, and communicate their findings across all levels of the organization. This role is highly visible and involves working closely with other teams in Engineering, Product, senior leadership, and industry partners. Responsibilities Design and implement a private and permissioned distributed ledger using DAML or Canton and other open source blockchain frameworks. Build and maintain a RESTful API using Python and FastAPI. Provide technical leadership to motivate and guide team members and mentor junior engineers. PArticipate in daily stand-up meetings and peer code reviews as part of the standard SDLC. Stay current with the latest developments in blockchain technology and incorporate them into the iCapital ecosystem. Qualifications 9+ years software engineering experience building enterprise SaaS cloud-based solutions 3+ year technical leadership and management experience Experience with DAML, Solidity, or other blockchain programing languages Experience with Python, Toke and FastAPI Demonstrated understanding of relational database concepts and modeling practices Experience building APIs for large scale applications using AWS 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: London, United Kingdom; München, Germany; Göppingen, Germany; Porto, Portugal; Berlin, Germany Workplace: hybrid TeamViewer provides a leading Digital Workplace platform that connects people with technology—enabling, improving and automating digital processes to make work work better. Our software solutions harness the power of AI and shape the future of digitalization. We believe that our diverse teams and strong company culture are key to the success of our products and technologies, that hundreds of millions of users around the world and around 645,000 customers across all industries rely on. With more than 1,900 employees worldwide, we celebrate the unique perspectives and talents that each individual brings to the table and foster a dynamic work environment where new ideas thrive. Are you ready to join our team and make an impact? Responsibilities We are looking for a VP, Customer & Retention Marketing to build and scale our programmatic approach to customer engagement across a global base of 500,000+ SMB/long-tail customers. This is a unique opportunity to own the full post-sale customer journey for a segment that is not covered by dedicated Customer Success Managers — designing scalable, data-driven programs that combine the discipline of programmatic CSM with the craft of retention and lifecycle marketing. You will lead and grow a team responsible for onboarding, adoption, retention, and expansion (upsell/cross-sell) across our entire customer base, partnering closely with Product to shape the post-sale experience and reduce churn at scale. CSM coverage, build programmatic customer success at scale: Design automated, segmented onboarding programs that drive activation and time-to-value without human touch. Reduce churn: Develop early-warning and intervention programs (lifecycle campaigns, in-app messaging, email, health scoring) to identify at-risk accounts and drive proactive retention. Drive expansion revenue: Identify monetization opportunities and turn them into programmatic execution. Plan and execute upsell and cross-sell campaigns across segments, channels, and lifecycle stages. Partner with Product: Work hand-in-hand with Product Management and Product Marketing to influence roadmap, in-product messaging, and self-serve journeys that improve retention and reduce friction. Build and lead a team: Hire, develop, and scale a Customer & Retention Marketing team, establishing clear ownership across onboarding, lifecycle, retention, and expansion. Segment and personalize at scale: Build data-driven segmentation (by industry, usage, tenure, geography, revenue tier) to enable relevant, automated communication across the customer lifecycle. Own the metrics that matter: Define and be accountable for retention/renewal rate, net revenue retention (NRR), churn rate, expansion revenue, and program-level engagement metrics. Leverage marketing automation & CRM/CS tooling: Own the tech stack (e.g., marketing automation, CDP, in-app messaging, CS platforms) to enable scalable, triggered, and behavior-based communication. Global orientation: Adapt programs for regional, linguistic, and cultural nuances across a worldwide customer base. Requirements 8+ years in B2B SaaS/software marketing, with significant experience in customer marketing, lifecycle marketing, retention marketing, or programmatic customer success. Proven track record building and scaling retention/expansion programs for large, long-tail customer bases (ideally without 1:1 account coverage). Experience owning churn reduction and NRR/expansion as core KPIs. Proven experience operating at significant commercial scale, ideally with responsibility for customer retention and growth across a customer base or business representing €200M+ in annual revenue. Strong understanding of customer lifecycle management, segmentation, and marketing automation for B2B audiences. Experience partnering cross-functionally with Product and/or Customer Success leadership. People leadership experience — building, managing, and developing marketing teams. Analytical rigor: comfortable with cohort analysis, churn modeling, and campaign performance measurement. Experience operating in a global, multi-region customer environment. Excellent English communication skills; additional languages a plus. Experience in high-volume, transactional or subscription-based B2B software businesses. Familiarity with product-led growth (PLG) motions and self-serve customer journeys. Experience with CS platforms (e.g., Gainsight, Vitally, Totango) and marketing automation tools (e.g., HubSpot, Marketo, Braze, Iterable). What we offer Onsite Onboarding in our HQ office for an optimal start Great compensation and benefits packages including company achievement bonus or sales bonus and regular salary reviews Premiums for the private pension plan ( BAV ) up to the maximum amount are topped up by TeamViewer Public transport friendly offices Option to lease an e-bike (Germany only) Special terms for local gyms Access to Corporate Benefits platform with many discounts Regular Team events and company-wide celebrations Open door policy , no dress code rules, frequent all Hands and Leadership Lunches Hybrid and Flexible work time Work From Abroad Program allowing up to 40 days of work outside your contracting country We celebrate diversity as one of core values, join and drive one of the c-a-r-e initiatives together with us! TeamViewer is an equal opportunities employer and is committed to building an inclusive culture where everyone feels welcome and supported. We C-A-R-E and understand that our diverse, values-driven culture makes us stronger. As we continue to grow as a company, we also focus on enabling our employees to grow both personally and professionally. We are proud to have an open and embracing workplace environment that will empower you to be your best no matter your gender, civil or family status, sexual orientation, religion, age, disability, education level, or race. If you require any accommodations or adjustments during the application or hiring process, including interview or onboarding support, please reach out to your Talent Acquisition Partner, who will be happy to support you.

Location: Toronto, Ontario, Canada About the Role iCapital is seeking a .NET Application/Solutions Architect to lead the architecture, design, and modernization of the illustration related applications. This role serves as a key member of the Core Architecture Team, partnering closely with Product, Engineering, and Implementation teams across the United States and Jaipur to drive cloud modernization, support client delivery, establish architectural standards, and provide technical leadership across strategic platform initiatives. The architect will play a critical role in advancing the transition of legacy systems to scalable Azure-based microservices while ensuring the reliability, performance, and long-term supportability of the various applications ecosystems. Responsibilities Lead architecture strategy, design reviews, and implementation guidance for several applications in the illustration area of the company. Define and govern solution architecture standards, technical roadmaps, and engineering best practices across the Illustration platform. Partner with product management, engineering leadership, and implementation teams to translate business objectives into scalable technical solutions. Champion AI-first development across the engineering org using Copilot, Claude, Cursor and other tools Drive and build agentic customer facing applications providing real-time recommendations, decision support, and interactive help, using Azure Foundry, Open AI and other agentic development platforms.  You are familiar with orchestration, RAG, retrieval grounding, MCP server design, etc. Drive modernization initiatives focused on Azure cloud adoption, microservices architecture, API design, and platform scalability. Lead migration planning and technical design for customers transitioning from legacy and on-premises deployments to our latest version of our application and cloud architecture. Provide architectural leadership and technical oversight to multiple scrum teams, including design reviews, story refinement, and code quality guidance. Establish and maintain integration architecture between illustration applications and other applications to improve maintainability, reliability, and operational efficiency. Participate in production support rotations and provide timely resolution of production issues impacting customers. Create architecture artifacts, technical standards, reference implementations, and proof-of-concept solutions to support strategic initiatives. Qualifications 7+ years of experience in software engineering, application architecture, or solution architecture roles Bachelor's degree in computer science, software engineering, or a related technical discipline Deep expertise in designing and delivering enterprise-scale applications using Microsoft.NET technologies Strong experience architecting cloud-native solutions within Microsoft Azure environments Demonstrated experience building and modernizing distributed systems using microservices, APIs, and event-driven architectures Strong understanding of software design patterns, architecture frameworks, and engineering best practices Experience guiding multiple engineering teams through complex technical initiatives and architectural decisions Proven ability to develop technical roadmaps and lead large-scale modernization efforts Experience participating in production support and incident management processes Expertise in DevOps, CI/CD pipelines, automated testing, and cloud delivery practices Strong communication and stakeholder management skills with the ability to influence technical and business leaders Experience working in Agile software development environments and supporting Scrum teams Previous experience with illustration, annuity, wealth management, insurance, or financial services platforms Experience supporting customer-facing enterprise SaaS products Azure certifications or demonstrated expertise in Azure architecture and cloud engineering Experience leading geographically distributed engineering organizations Benefits The base salary range for this role is $100,000 to $130,000 CAD.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is seeking a Vice President, Private Markets Strategist to join the Investment Strategy team. This individual will play a key role in expanding the team's private markets coverage and supporting the growing demand for private market insights across advisors, clients, and internal stakeholders. Working alongside other investment strategists and private markets specialists, this role will help strengthen the team's collective research capabilities and thought leadership efforts as iCapital's private markets platform and client engagement activities continue to scale. This person will complement key macro and public market research output, while aiding iCapital’s total portfolio approach. The ideal candidate will possess deep private markets expertise and the ability to translate complex research and investment themes into clear, actionable messaging for financial advisors, clients, and distribution teams. This individual will serve as a strategic partner to iCapital's Alternative Distribution team, helping advisors better understand private market opportunities, market developments, portfolio applications, and evolving client needs. As advisor demand for education, portfolio guidance, and differentiated insights continues to grow, this role will help bridge investment research and commercial engagement efforts across the firm. Responsibilities Conduct in-depth research and analysis across private equity, venture, private credit, infrastructure, real estate, secondaries, and other alternative investment strategies. Develop differentiated viewpoints on private markets, including market trends, portfolio construction considerations and evolving investor adoption patterns. Translate market research, investment data, and industry developments into actionable insights, advisor education materials, presentations, white papers, market commentaries, and client-facing content. Partner closely with other members of the Investment Strategy team to enhance private markets coverage within broader asset allocation, market outlook, and thought leadership initiatives. Collaborate with the Alternative Distribution team to support advisor engagement, strategic client conversations, educational events, and business development opportunities. Serve as a subject matter expert during client meetings, advisor education sessions, conferences, webinars, and internal training programs. Monitor industry trends, fund flows, regulatory developments, and competitive dynamics impacting private markets and alternative investments. Leverage internal and external data sources to identify emerging themes and develop insights that inform investment narratives and client messaging. Utilize analytical tools, technology, and AI-enabled research methodologies to improve research efficiency, uncover investment insights, and support scalable content creation. Partner with Product, Research, Due Diligence, Distribution, and Client Solutions teams to ensure investment views and messaging remain aligned and relevant to evolving client needs. Contribute to the development of repeatable research frameworks, knowledge resources, and scalable content supporting iCapital's expanding private markets platform. Qualifications 8+ years of experience in private markets, alternative investments, asset management, investment strategy, investment research, or related investment functions Deep expertise across private market asset classes, including private equity, private credit, infrastructure, real estate, and related alternative investment strategies Strong analytical and quantitative capabilities with the ability to synthesize complex datasets into clear investment insights Experience working with investment data platforms and technology-enabled research tools; familiarity with AI-driven research and analytics applications is highly desirable Demonstrated ability to develop independent, differentiated investment viewpoints supported by rigorous analysis Proven experience translating investment research into compelling client-facing content, presentations, thought leadership, and advisor education materials Strong collaboration skills and a track record of working effectively across investment, product, distribution, research, and client-facing teams Excellent written, verbal, and presentation skills with the ability to communicate complex investment topics to sophisticated audiences Experience engaging directly with financial advisors, wealth management firms, institutional investors, or distribution teams is preferred Proficiency with Excel and familiar with Bloomberg, PitchBook, Preqin, FactSet, or similar investment research platforms Able to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail Benefits The base salary range for this role is $160,000 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 iCapital is seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of private equity and/or private real asset investments. Each hire will serve as the primary portfolio manager for a newly launched evergreen, registered fund: one focused on private equity fund investments and co-investments, and one focused on private real assets fund investments and co-investments. These professionals will play integral roles in helping grow iCapital’s evergreen registered fund business. Responsibilities Perform due diligence on private equity and private real assets co- and fund investment and co-investment opportunities, as applicable to the relevant fund mandate. Manage portfolio construction and liquidity across multiple underlying strategies. Drive overall strategy and play a key role in discussions with existing and potential investors. Monitor portfolio performance and manage external partnerships with underlying general partners. Collaborate with internal teams, including Distribution, Finance, Legal, and Compliance. Qualifications 7-12+ years of relevant experience in private markets investing Experience participating in fundraising discussions with prospective investors Familiar with risk management concepts associated with portfolio construction Experience with private equity or private real assets, depending on the relevant fund mandate Experience with evergreen and registered offerings is a plus Experience in the wealth channel is a plus Strong qualitative and quantitative analytical capabilities Excellent verbal and written communication skills Able to problem-solve and make sound recommendations under pressure Professional and confident demeanor, including comfort interacting with senior industry professionals Benefits The base salary range for this role is $160,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: New York, New York, United States About the Role iCapital is seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of private equity and/or private real asset investments. Each hire will serve as the primary portfolio manager for a newly launched evergreen, registered fund: one focused on private equity fund investments and co-investments, and one focused on private real assets fund investments and co-investments. These professionals will play integral roles in helping grow iCapital’s evergreen registered fund business. Responsibilities Perform due diligence on private equity and private real assets co- and fund investment and co-investment opportunities, as applicable to the relevant fund mandate. Manage portfolio construction and liquidity across multiple underlying strategies. Drive overall strategy and play a key role in discussions with existing and potential investors. Monitor portfolio performance and manage external partnerships with underlying general partners. Collaborate with internal teams, including Distribution, Finance, Legal, and Compliance. Qualifications 7-12+ years of relevant experience in private markets investing Experience participating in fundraising discussions with prospective investors Familiar with risk management concepts associated with portfolio construction Experience with private equity or private real assets, depending on the relevant fund mandate Experience with evergreen and registered offerings is a plus Experience in the wealth channel is a plus Strong qualitative and quantitative analytical capabilities Excellent verbal and written communication skills Able to problem-solve and make sound recommendations under pressure Professional and confident demeanor, including comfort interacting with senior industry professionals Benefits The base salary range for this role is $160,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Location: Salt Lake City, Utah, United States About the Role iCapital is looking for an Assistant Vice President to join its Fund Finance team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, management, and clients on a variety of accounting and reporting processes. This role will report to the Vice President, Fund Finance Private Equity. Responsibilities Work with third-party administrators to ensure all quarterly valuations are completed in a timely manner, general ledger entries are accurate, and investments are valued in accordance with fair value market principles. Review fund expenses and accruals and compare them to annual budgets to identify outliers and propose adjustments as necessary. Review investor allocations to confirm profits, losses, and fees are calculated in accordance with the partnership operating agreements.  Approve investor capital account statements on a quarterly basis. Review and approve quarterly management fee and trailer calculations. Determine review of third-party administrator’s preparation and coordination of investor capital calls and distributions, in coordination with the third-party administrator, including investor allocation calculations and call and distribution notices. Reconcile accounting data between iCapital and third-party administrator, using automated tools and applications. Coordinate with internal and/or external parties to resolve discrepancies. Liaise with underlying fund managers when required. Handle ad hoc requests. Monitor fund’s compliance with the partnership operating agreement terms. Review of the preparation of annual fund financial statements in accordance with US GAAP. Qualifications Bachelor’s degree in accounting or finance 6-10+ years of financial services or Asset Management accounting and operations experience. Alternative Investments Fund Administration and Operations is a plus Advanced degree and/or credentials, or progress towards, such as MBA, CPA, CFA, or CAIA Designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment Strong verbal, written, and interpersonal communication skills High level of integrity Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $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.