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About the Role
iCapital is seeking a Vice President Product Manager to join its Independent Advisor Solutions team. This role will collaborate closely with the Portfolio Manager to build and manage an evergreen portfolio and will play a critical role in driving the growth of iCapital’s evergreen registered fund business.
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 the 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.
Requirements
- 8+ years of relevant professional experience in financial services (i.e. investment management, project management, private investing, investment banking, transaction advisory services, capital markets, and management consulting)
- 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
- High 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
Work Type
- Hybrid
Experience Level
- Vice President
Education Level
- Bachelor’s degree required
- CFA, CAIA, or MBA is a plus
- Experience with 1940 Act funds and private markets is a plus
Salary/Compensations
- $160,000 to $190,000
Benefits
- Equity for all full-time employees
- Annual performance bonus
- Employer matched retirement plan
- Generously subsidized healthcare
- 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
About the Company
- For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
Equal Opportunity
- 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.