iCapital
Hybrid

Fund Origination - Senior Vice President

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Employer Provided Salary: 200,000-260,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $184 billion in global client assets invested in 1,471 funds, as of March 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking a talented and driven Senior Vice President to lead its growing registered and direct fund business. This role sits within iCapital’s Client Success organization and will report to the Managing Director/Head of Fund Origination.  This individual will work with a team that is responsible for new product development, product structuring, manager onboarding and fund lifecycle management. This role will be responsible for leading and helping manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market.  These will primarily be products created by third party alternative asset managers that are looking to utilize the iCapital technology to facilitate the subscription and reporting processes for the wealth management channel. This team stands at the heart of iCapital’s growth into new markets and fund structures.

Responsibilities

  • Lead the team responsible for all new direct and registered fund onboarding projects, working across the organization to ensure on-time and successful completion.
  • Work with key clients,both asset managers and wealth managers, and their service providers (attorneys, fund administrators, and transfer agents, etc.), communicating processes and requirements, recommending best practices and leading overall project management to launch their funds on the iCapital platform.
  • Drive prioritization and lead the build out of procedures within the iCapital ecosystem related to adding new funds, product structures, expanding product distribution channels and lifecycle management.
  • Manage the team dedicated to the function as well as support other members of the team working on fund launches.
  • Represent the company as a subject matter expert on the platform and the products we support.
  • Leverage experience to help shape iCapital’s service offering across various fund structures.
  • Prepare and present new funds to various decision-making groups.
  • Assist in various ad hoc fund launch activities.
  • Help drive the rollout of new platform functionality impacting the fund launch and lifecycle management process.

Qualifications

  • Bachelor’s degree in finance, business, or another related field
  • 10+ years of product structuring experience with exposure to fund administration, fund management or custodial relationships
  • Experience in alternative investments with a focus in various fund structures is required
  • People management skills is a plus
  • Positive attitude and a desire to work in a fast-moving entrepreneurial environment
  • Willingness to learn and adapt to new responsibilities
  • Detail oriented, self-starter that is accustomed to project work with tight deadlines
  • Able to handle multiple tasks and prioritize assignments
  • Strong knowledge of Microsoft Office
  • Strong verbal and written communication skills
  • Strong analytical skills

Benefits

The base salary range for this role is $200,000 to $260,000.  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 four days, with the flexibility to work remotely one day. 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 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.

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What are iCapital Perks + Benefits

Culture
Volunteer in local community
The Philanthropy Committee has been leading our company’s efforts to support organizations such as Northwell Health and City Harvest, which have been serving on the frontlines within our communities
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
A 100% employer paid benefit
Vision insurance
A 100% employer paid benefit
Health insurance
To help lower the cost of employee monthly healthcare premiums, we offer a rich benefits program that's generously employer subsidized
Life insurance
Wellness programs
We partner with United Healthcare Oxford and offer their Sweat Equity Program for gym reimbursement
Mental health benefits
We offer First Stop Health, an employer paid benefit, providing 24/7 telemedicine and virtual mental health counseling to both employees and their families
Financial & Retirement
401(K)
401(K) matching
We match 100% of an employee's contributions up to 3% of their annual gross salary
Company equity
Employee stock purchase plan
We allow qualified employees to purchase company shares.
Performance bonus
Child Care & Parental Leave
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation + Time Off
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
We offer unlimited sick time to all full time employees
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
We host monthly themed happy hours
Recreational clubs
Mother's room
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Paid industry certifications
The certificate provided is related to the employee's role and considered a necessity for them to perform their job function.
Personal development training

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