Product Manager, Registered Funds - Vice President / Senior Vice President at iCapital

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

220000.0

Posted On

18 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fund Operations, Investor Relations, Marketing, Distribution Strategy, Project Management, Financial Services, Private Markets, Communication, Relationship Building, Organizational Skills, Time Management, Attention to Detail, Entrepreneurial Mindset, CFA, CAIA, MBA

Industry

technology;Information and Internet

Description

About the Role iCapital is seeking a Vice President or Senior Vice President to join its Independent Advisor Solutions team. The Independent Advisor Solutions group has launched five 1940 Act registered funds and continues to expand its investment offerings. A core differentiator is iCapital’s partnerships with leading alternative asset managers and top-tier wealth management platforms. In this role, the Product Manager will collaborate closely with the Portfolio Manager to build and manage an evergreen portfolio that includes direct co-investments, funds, and strategic partnerships. This individual will play a critical role in driving the growth of iCapital’s evergreen registered fund business by overseeing key aspects of fund operations, investor relations, marketing, and distribution strategy, among other responsibilities. Responsibilities Own all aspects of fund operations and business growth, excluding investment decisions and external marketing. Oversee marketing initiatives for the fund, including creating and maintaining fundraising presentations, portfolio review materials, quarterly investor call content, and other marketing collateral. Partner closely with the Portfolio Manager on the “business of the fund,” managing distributions, liquidity, and communications with current and prospective investors. Build and maintain strategic relationships with leading distribution platforms in the wealth management channel. Coordinate cross-functionally with Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams to ensure seamless execution across all aspects of the fund. Oversee recurring reporting for investors and the Board, ensuring accuracy, timeliness, and clarity. Qualifications 8+ years of relevant professional experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.) Experience with 1940 Act Funds and private markets a plus Proven ability to build strong, trusted relationships with internal teams and external clients Exceptional organizational and time management skills, with the ability to manage multiple priorities effectively Strong attention to detail and accuracy in all deliverables Excellent written and verbal communication skills for clear and persuasive messaging Professional demeanor with an entrepreneurial mindset and strong sense of ownership Bachelor’s degree required; CFA, CAIA, or MBA is a plus Benefits The base salary range for this role is $170,000 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.

Responsibilities

The Product Manager will oversee all aspects of fund operations and business growth, excluding investment decisions and external marketing. This includes managing distributions, liquidity, and communications with investors, as well as coordinating with various internal teams.