Icapital jobs

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Relationship Manager, Asset Managers - Assistant Vice President / Vice President New York, New York, United States About the Role iCapital is looking to hire an Assistant Vice President or Vice President to join the iCapital Solutions team. This role will assist with ongoing relationship management and business development for existing GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team. Responsibilities - Strategic Relationship Management: - Assist in day-to-day management of existing GP client relationships. - Responsible for but not limited to responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, managing weekly agendas, and follow-up deliverables, etc. - Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features and offerings, corporate developments, etc.). - Cultivate a list of prospective clients and assist relationship managers with pitching new business, including the preparation of RFPs; Develop and manage 3-4 key relationships overtime. - Work collaboratively with internal and external cross-functional teams on fund launches, closes, and other strategic initiatives. - Develop presentation materials and analysis for client meetings and projects. - iCapital Solutions team strategy: - Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing. - Manage and lead internal projects and develop framework and process for ongoing GP client coverage team management. - Develop presentations and analysis for internal

Enterprise RIA Business Development - Senior Vice President New York, New York, United States About the Role iCapital is seeking a highly motivated, outgoing, and experienced business development professional to join the team developing iCapital's enterprise presence in the US independent wealth channel. This team develops and manages relationships with iCapital's largest clients in the US RIA channel, and this role will be instrumental in growing and expanding the firm's presence and client base. This individual will be expected to help drive new business initiatives and leading the development of our GTM strategy. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels, negotiating contracts, and leading implementation efforts. Responsibilities - Drive enterprise adoption of our technology platform and infrastructure - Promote a consultative approach to deepen and expand current relationships and source new relationships across the iCapital platform of offerings - Centralize client coverage efforts and ensure team alignment to support clients' needs - Educate clients on the depth of the technology's capabilities and drive new mandates and business activities - Create and deliver executive presentations and report on key initiatives and business activity - Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience - Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic

Senior Backend Engineer - Senior Vice President New York, New York, United States About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineering manager that can lead the medium to large software engineering team through SDLC process and is comfortable operating in large scale organization with many cross-team dependencies. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found via testing. Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job-with support from management and mentors. Responsibilities - Building cloud native services using Scala using open-source frameworks Akka, ZIO etc. - Lead the direction and development of the firm's go-to-market strategy. - Develop new and existing relationships with investment banks, third-party distributors, and distribution partners to develop the product category for the firm. - Work with internal technical partners to create a product offering that meets the needs of our clients. - Lead platform and system demonstrations for new prospects, lead responses to

RIA Enterprise Business Development - Assistant Vice President / Vice President New York, New York, United States iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital's enterprise presence in the US wealth channel. This team develops and helps manage relationships with iCapital's largest clients and prospects, within the RIA channel. This role is instrumental in growing and expanding the company's presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, the candidate will create compelling pitch decks, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts. Responsibilities - Support a team responsible for identifying and driving new enterprise opportunities with both new clients and prospects, and within our existing client base. This responsibility involves close alignment and partnership with our Client Management team and other specialists within our organization. - Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital's proposition. - Educate clients on the depth of iCapital's technology capabilities. - Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders. - Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience. - Lead platform and system demonstrations for new prospects, lead responses to RFPs,

Canadian Alternatives Distribution, Eastern Canada - Vice President Remote - Canada About the Role iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Eastern Canada region. As a senior sales leader, this role will be responsible for driving adoption of alternative investment solutions across Canadian registered dealers, investment advisors, family offices, and private wealth platforms. This role sits within iCapital's Canadian Alternatives Distribution business and will play a key role in deepening advisor engagement, scaling the distribution footprint, and contributing to the continued growth of the alternative's ecosystem in Canada. Responsibilities - Build deep expertise across a curated offering of private credit, private equity, real estate, infrastructure, and hedge fund strategies. - Develop and execute a proactive regional coverage plan to expand iCapital's presence among advisors and dealer platforms. - Use a consultative sales approach to acquire new relationships, expand existing accounts, and provide exceptional ongoing client service. - Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios. - Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation, territory optimization, investor base analytics). - Lead onboarding and engagement of new advisor relationships onto iCapital's platform to facilitate product access and adoption. - Collaborate across iCapital's stakeholders position the firm's value proposition and service offerings effectively. - Represent iCapital at regional and national industry events, conferences, and advisor seminars. - Maintain a high level of professionalism and market presence as one of the senior external faces of the

Canadian Alternatives Distribution, Western Canada - Vice President Remote - Canada About the Role iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Western Canada region. As a senior sales leader, this role will be responsible for driving adoption of alternative investment solutions across Canadian registered dealers, investment advisors, family offices, and private wealth platforms. This role sits within iCapital's Canadian Alternatives Distribution business and will play a key role in deepening advisor engagement, scaling the distribution footprint, and contributing to the continued growth of the alternative's ecosystem in Canada. Responsibilities - Build deep expertise across a curated offering of private credit, private equity, real estate, infrastructure, and hedge fund strategies. - Develop and execute a proactive regional coverage plan to expand iCapital's presence among advisors and dealer platforms. - Use a consultative sales approach to acquire new relationships, expand existing accounts, and provide exceptional ongoing client service. - Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios. - Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation, territory optimization, investor base analytics). - Lead onboarding and engagement of new advisor relationships onto iCapital's platform to facilitate product access and adoption. - Collaborate across iCapital's stakeholders position the firm's value proposition and service offerings effectively. - Represent iCapital at regional and national industry events, conferences, and advisor seminars. - Maintain a high level of professionalism and market presence as one of the senior external faces of the

Middle Office and Custodian Operations - Analyst Lisbon, Portugal About the Role iCapital is looking to hire a Custodian Operations Analyst to join our Client Operations and Reporting team. This role will report into the Head of Custodian Operations or their delegee and will be responsible for assisting with various custodian support functions on behalf of private funds sponsored by iCapital. In support of iCapital's designated custodial relationships, the ideal candidate will be responsible for facilitating new private fund recognition, approval and set up; delivering position and activity reporting on behalf of custodied investors; offering reconciliation and break resolution support when differences arise; administering custodian-initiated investor updates; and supporting general custodian-initiated inquiries. This role will require regular interaction with both internal (e.g., fund origination, fund finance) and external (e.g., designated custodians) partners. Responsibilities - Facilitate custodial recognition, approval, and set up on behalf of iCapital private funds. - Satisfy ongoing reporting iCapital private fund position and activity reporting obligations on behalf of custodied investor positions. - Investigate, resolve, and respond to custodian queries regarding reconciliation differences. - Serve as a principal contact with designated custodian relationships. - Aid the Custody Operations team in improving processes through enhanced documentation, workflows, and/or automation to improve the scale of capabilities. - Team members are expected to be active contributors to new ideas and solutions. Qualifications - 2 years of Accounting, Finance, and/or Operations experience in alternatives is preferred - Bachelor's Degree - Superior organizational skills and able to multitask - Excel proficiency required

Client Solutions Middle East - Vice President Abu Dhabi, United Arab Emirates iCapital's Client Solutions EMEA team is seeking a Vice President to support and accelerate our international growth across the GCC markets. This individual will play a key commercial and strategic role in expanding iCapital's footprint with wealth managers, private banks, independent financial advisors, and family offices. As a member of the regional team, you will help shape the business development strategy, deepen existing client relationships, and drive new distribution partnerships. The role offers a unique opportunity to work at the intersection of private markets, wealth management, and financial technology in a fast‑growing, global organization. This position is Abu Dhabi‑based. Responsibilities - Support the Client Solutions EMEA team in executing the business development strategy for iCapital, covering Wealth Managers in the GCC region. - Develop and manage a robust and sustainable pipeline of prospective Wealth Manager clients. - Execute Wealth Manager onboarding process from start to finish, working closely with related teams. - Nurture strong relationships with clients and prospects. - Educate clients on Private Markets/Alternatives and articulate iCapital's solutions and capabilities to clients and partners. - Provide constant feedback from the field on competitive landscape, investors' appetite, trends and share with colleagues globally. - Build strong internal relationships within iCapital and work closely with other teams (Research & Fund Management, Product Development, Implementation Specialist group, Client Success, Marketing, Legal & Compliance, Technology & Operations, etc.) to achieve the best client outcomes and successful long-term client relationships. - Serve

m+ ETF Sales Specialist - Assistant Vice President / Vice President New York, New York, United States About the Role iCapital is looking to hire a Assistant Vice President or Vice President to join the new m+ ETF Distribution team responsible for growing assets under management (AUM) by promoting and distributing the firm's new ETF lineup to financial advisors, RIAs, Broker Dealers, and TAMP platforms. This role sits at the intersection of capital markets, portfolio construction, and relationship management. This high-performing leader will report to the m+ funds Division Manager and will work on a team of professionals who are making an impact at iCapital. This individual is strategic, entrepreneurial, hands-on, and able to manage multiple clients, while developing new relationships. Responsibilities - Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. - Onboard new clients, through existing wealth management home office relationships, to iCapital's best-in-class network. - Work with other Sales teams within iCapital to expand the reach of m+ ETFs within the iCapital ecosystem. - Educate advisors on the merits of m+ ETFs as part of client portfolios. - Travel regularly in the market to meet with advisors and clients to support new and existing business. - Utilize contact management system to capture information, schedule follow up activities and manage pipeline. - Collaborate with the Marketing team on email campaigns, webinars, industry events, etc. - Collect and maintain competitor analysis. Qualifications - 7+ years of experience working within the investment

Executive Assistant - Associate New York, New York, United States About the Role iCapital is looking to hire an Executive Assistant to provide administrative support to Managing Directors in the New York and tri-state area offices. This individual will regularly interact and work with senior members of the team including Managing Directors and Managing Partners. Responsibilities - Manage calendars of several senior managers with a high level of detail, coordinating, and prioritizing daily tasks. - Arrange complex and detailed travel plans. - Process expense reports in a timely manner. - Format information for internal and external communications such as memos, emails, presentations, and reports. - Help move along deliverables, facilitate special requests, and contribute and execute last-minute ideas. - Work as part of the larger Facilities and Administration team and support fellow executive assistants as needed. Qualifications - Undergraduate college degree - 7+ years of experience as an Executive Assistant working with senior level management - Able to manage up through tact and anticipation of needs - Possess a strong attention to detail and a high level of confidentiality - Proficient in using Microsoft Office (Word, Outlook, Excel, and PowerPoint) - Excellent interpersonal communication skills; written and verbal - Strong experience managing schedules and processes in a fast-paced environment - Experience scheduling global travel, across multiple time zones, and multi-leg trips - Team player and comfortable working with 30+ people, reporting to a senior admin - Comfort operating within a dynamic environment and executing in situations where paths are uncharted

Private Markets Monitoring - Vice President New York, New York, United States About the Role iCapital is looking to hire a Vice President to join the Fund Monitoring team. This role is responsible for overseeing the monitoring and analysis of feeder and underlying fund performance across iCapital's private market offerings, including private equity, private credit, and real assets. The individual will deliver investment updates to internal and external stakeholders, engage directly with fund managers, and support other initiatives such as secondary sales and investment oversight decisions. Responsibilities - Lead monitoring and analysis of underlying fund performance across iCapital's private equity, private credit, and real asset offerings. - Prepare and deliver clear, executive-level call summaries, investment updates, and talking points for internal and client-facing stakeholders. - Keep track of broader macro developments and trends through regular engagement with iCapital's fund managers. - Represent iCapital at Annual General Meetings (AGMs) and other conferences. - Act as subject matter expert on fund portfolio and performance for internal and external audiences. - Prepare performance analytics and fund-level financial modeling. - Partner closely with the Governance team to support initiatives such as secondary sales and investment oversight decisions. - Mentor junior team members, providing guidance on analysis, communication, and professional development as the function scales. Qualifications - Bachelor's degree is required - 8-10+ years of relevant experience within private markets, investment banking, asset management, or investment consulting - Progress toward or completion of CFA or CAIA is preferred - Experience in financial analysis and modeling

Full Stack Engineer - Assistant Vice President New York, New York, United States About the Role The Full Stack Engineer at iCapital will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found in manual test efforts. Responsibilities - Web application development in React as front end and Ruby on Rails as a backend. - Strong grasp of system design, architecture, and trade-offs. Able to mentor junior engineers effectively. - Participate in architecture reviews and technical design. - Active participation in daily stand-up meetings - Active participation in Peer Code Reviews as part of our standard SDLC and Change Qualifications - 5+ years software engineering experience building enterprise SaaS cloud-based solutions - 4+ years of Ruby on Rails development experience - 4+ years of hands-on experience with modern JS frameworks such as React - 4+ years of front end and back-end test automation development using RSpec, Cucumber or similar - Technical leadership/management experience is a plus - Demonstrated understanding of relational database concepts and modeling practices. - Familiarity with cloud-based technologies - K8S, AWS etc. - Ability to work in an Agile / Kanban methodology - Ability to work independently or as part of a group effort, as required - Solid problem-solving ability - Excellent communication skills - Collaborative approach to software development Benefits The base salary range for

m+ ETF Sales Specialist - Associate / Assistant Vice President 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 m+ ETF Distribution team to focus on sales in the Western region. This high-performing leader will oversee all aspects of selling the ETF strategies to financial professionals, primarily in the RIA and IBD space. This role will report to the m+ funds Division Leader and will work on a team of professionals who are making an impact at iCapital. This individual is strategic, entrepreneurial, hands-on, and able to manage multiple clients, while developing new relationships. Responsibilities - Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. - Work with other Sales teams within iCapital to expand the reach of m+ ETFs within the iCapital ecosystem. - Educate advisors on the merits of m+ ETFs as part of client portfolios. - Onboard new clients to iCapital's best-in-class network to support business growth. - Travel regularly in the market to meet with advisors and clients to support new and existing business. - Utilize contact management systems to capture information, schedule follow up activities and manage pipeline. - Collaborate with the Marketing team on email campaigns, webinars, and industry events. - Collect and maintain competitor analysis. Qualifications - 2-5+ years of experience working within the investment industry in a client facing capacity (i.e. external wholesaler, internal wholesaler, relationship manager, product

Enterprise Initiatives and Governance - Assistant Vice President / Vice President New York, New York, United States About the Role iCapital is seeking a highly analytical and execution-oriented Assistant Vice President or Vice President to help shape and run the firm's enterprise initiatives and corporate governance agenda, serving as a Chief of Staff-style partner to senior leadership and supporting the Management Committee and Operating Committee. This role is central to strengthening the firm's executive operating cadence, improving decision quality and velocity, clarifying enterprise priorities, and driving accountable follow-through. Operating at the intersection of strategy, analytics, and execution, the role partners closely with senior executives to translate strategic objectives into outcomes, elevate the issues that matter most, and ensure cross-functional alignment in a fast-paced environment. Responsibilities - Own the end-to-end operating rhythm for the Management Committee and Operating Committee shaping agendas and pre-reads, driving decision capture, and ensuring disciplined follow-through on priorities and commitments. - Strengthen governance for the Pricing and New Activities Committee by setting the review cadence, improving decision frameworks, and translating outcomes into clear actions and accountability. - Produce executive-ready analyses and insights that inform enterprise-level decisions, resource allocation, and operational performance. - Lead executive communications and information flow (executive reading, dashboards, calendars, weekly agendas, CEO updates, and special projects) to ensure leaders have the right inputs at the right time. - Design and facilitate leadership forums and committee meetings to drive alignment, surface risks and tradeoffs, and accelerate decision-making. - Conduct deep dives on business performance, KPIs,

Chief Risk Officer - Managing Director New York, New York, United States The Chief Risk Officer (CRO) is a newly created role, as we establish a formal second line of defense, bringing Regulatory & Compliance, Enterprise Risk & Governance and Safety, Resilience & Incident Management together under one risk structure. The successful candidate will be a key member of iCapital's Performance and Risk Management team, accountable for the enterprise-wide risk management, regulatory compliance, and safety and resilience programs of the firm. This leader will oversee the integration of regulatory and compliance functions with a comprehensive enterprise risk management framework, ensuring iCapital continues to operate with strong governance, disciplined risk oversight, and regulatory credibility as the business scales globally. Reporting directly to the Chief Financial Officer, the CRO will partner closely with executive leadership, the Board, and Board‑level Audit & Risk Management Committee to proactively identify, assess, and manage risk across iCapital's global platform. This role is critical to iCapital's continued growth, requiring a seasoned executive with deep expertise in alternative investments, complex regulatory environments, and enterprise risk management. The CRO will oversee the administrative and strategic activities of the teams responsible for regulatory compliance, risk management, controls, and resilience, while serving as a trusted advisor to senior leadership. Responsibilities: Regulatory & Compliance Oversight and Execution - Global Regulatory Strategy: Oversee regulatory compliance across iCapital's global footprint, including U.S., Canada, UK, Europe, and APAC jurisdictions, and support expansion into new regulated markets. - Alternatives & Structured Products: Provide leadership on regulatory

Artificial intelligence Engineer - Vice President New York, New York, United States About the Role iCapital is seeking a Vice President Artificial Intelligence Engineer to lead the design, development, and delivery of production-grade AI systems that drive measurable business outcomes across the firm. This role is ideal for a seasoned engineer with a track record of shipping complex AI systems end-to-end and someone who combines deep technical expertise with strong cross-functional partnership, architectural judgment, and able to operate as a force multiplier for the team. This individual will own key workstreams and serve as a technical leader, driving system design, mentoring engineers, partnering directly with business stakeholders, and ensuring that AI capabilities are built to production-grade standards of reliability, scalability, and measurability. This role is expected to bring independent judgment on technical approach, a bias toward delivery, and able to translate ambiguous business needs into well-scoped, well-executed solutions. Responsibilities - Lead the architecture and delivery of production AI systems, including document intelligence (IDP), intelligent knowledge systems, and agentic orchestration, to power internal and external workflow automation at scale. - Own AI projects end-to-end, from problem scoping and stakeholder alignment through solution design, implementation, deployment, monitoring, and continuous improvement, delivering tangible business outcomes with a track record of consistent, high-quality delivery. - Drive technical design and architectural decisions for the team, including API design, system decomposition, evaluation strategy, and infrastructure patterns, establishing standards that raise the quality bar across the AI/ML platform. - Architect and champion robust evaluation frameworks for AI

Data Analytics - Associate Salt Lake City, Utah, United States iCapital is looking to hire a Data and Analytics, Associate to measurably drive growth for the Operations and Investment Management (OIPM) group at iCapital. This role involves defining and calculating operational KPIs, transforming raw source data into processed business data, creating live dashboards to monitor performance, identifying driver metrics and statistical correlations, and finally working with business teams to enable data-driven change. This individual will sit in the Analytics group of the broader Data and Analytics team within Technology and will work closely with the Data Engineering group. On the technical side, this role will interface with the data stack of Airbyte, Snowflake, dbt, Prefect, Python and Tableau, among others. On the business side, this role will work with the Operations teams to produce management visibility, efficiency improvements and workflow automation. Ideal candidates will be highly proficient in our technical tooling, understand complex business problems, interface with senior stakeholders, develop execution plans, and finally present on their work. Responsibilities - Write SQL within dbt to extract, transform, validate, and aggregate data. - Create Tableau dashboards for various business teams, charting key metrics and performing exploratory data analysis. - Monitor and deploy data pipelines into the orchestration infrastructure using Prefect. - Drive projects to completion by gathering business requirements, implementing technical solutions, following software best engineering practices, and presenting on results. - Work closely with the Engineering, Product and Business teams to form a thorough understanding of the industry and evolving

Platform Partnerships, Custodian Relationship Management - Vice President / Senior Vice President New York, New York, United States About the Role iCapital is looking to hire a Vice President or Senior Vice President to join the iCapital Solutions team, specifically focused on relationship management among the service providers of the company's largest asset and wealth management clients. This position will play a key role in assisting with the management, development, and maintenance of existing custodian partnerships, as well as working to expand these relationships and develop connectivity with new custodian partners. Additionally, this hire will work closely with other senior members of the Platform Partnerships team and internal stakeholders. This is a critical, technical role, focusing on the delivery and ongoing support of iCapital's full suite of technology solutions, spanning alternatives and structured investments, to the independent wealth channel and enterprise partners. This individual will be responsible for developing and executing the company's strategy in establishing strategic partnerships that extend access to and further embed iCapital as part of the Wealth Management ecosystem. Responsibilities - Lead the development and execution of the strategic business plan for operational coverage of the largest custodial service providers. - Serve as a key relationship stakeholder for the management of these relationships, integration and execution of partnership proposals. - Develop and maintain successful working relationships with senior leaders and promote mutually beneficial relationships between partners and the organization. - Collaborate with all appropriate parties to ensure effective execution of goals and initiatives. - Work with

Regulatory & Compliance - Associate Toronto, Ontario, Canada About the Role iCapital is seeking a Compliance Associate to join the Global Regulatory and Compliance team to support our Compliance team in ensuring adherence to applicable securities laws, regulations, and internal policies. The ideal candidate will have experience in regulatory compliance within the investment industry and a strong understanding of National Instrument requirements and regulatory expectations for PMs, EMDs, and IFMs. This role will assist with a variety of regulatory activities both at the company level and for investment vehicles. This individual will be responsible for all regulatory and compliance matters for iCapital's business in Canada. iCapital operates through several different international entities, many of which are licensed to conduct regulated activities. The successful candidate will partner with the business teams to ensure that our Canadian office is operating within the letter and the spirit of the regulations. Responsibilities - Assist in the development, implementation, communication, maintenance, and monitoring of compliance policies and procedures to ensure adherence to securities regulations (i.e. NI 31-103, NI 81-103, and NI 45-106). - Foster a culture of compliance across the organization. - Establish strong working relationships with business partners and other stakeholders. - Collaborate with various departments within iCapital, to ensure alignment on compliance issues. - Liaise with external parties and internal stakeholders for compliance-related matters and corporate governance. - Support the preparation and filing of regulatory reports, including 45-106F1s, capital market participation fee filings, and other filings. - Manage the Canada Compliance Calendar and

EMEA Legal Counsel - Assistant Vice President London, England About the role iCapital is hiring an Associate Vice President, EMEA Legal Counsel to join its International Legal Team and work with the broader iCapital team in EMEA. The focus will include representing private funds sponsored in EMEA (predominantly Luxembourg- and Cayman-domiciled funds) on a wide spectrum of matters including fund formation, marketing, structuring and distribution matters. The ideal candidate should have experience in drafting and negotiating fund documents, side letters, placement agreements and related fund materials, and have the capability of workshopping and ultimately launching new fund structures and strategic initiatives at iCapital. The candidate will work closely with the broader International Legal team, as well as the Client Solutions, Product Development and Structuring, Regulatory & Compliance and other operational teams at iCapital. This is a unique opportunity to work with a dynamic team and meaningfully contribute to the expansion of a growing business. Responsibilities - Draft and negotiate various agreements with counterparties including many of the world's largest and most sophisticated fund managers and leading distribution agents - Draft and review private fund offering materials, partnership agreements and related private fund legal documentation - Coordinate with outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work - Engage in, solution and execute on new initiatives, structures and business lines as the company grows and evolves - Drive legal projects with on-time and on-budget results Candidate Profile - Desire to work at a

Client Success Manager - Associate Salt Lake City, Utah, United States About the Role iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence. The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes. Responsibilities - Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators. - Own the client relationship from the sales hand-off through go-live and beyond. - Seek and synthesize customer feedback to inform product and process improvements. - Identify risks, gaps, or delays in onboarding and drive resolution proactively. - Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team. - Manage timelines, expectations, and communication across internal teams and external stakeholders. - Drive accountability across clients and internal partners to keep projects on track. - Act as a trusted advisor to clients, guiding them through best practices and platform capabilities. Qualifications - 2-5 years of experience as a client success manager, managing client relationships and owning a book of business - Basic understanding of fund formation processes - Familiar with APIs and SFTP workflows - Exceptionally detail-oriented when managing VIP and Enterprise

AI Software Developer in Test - Vice President Salt Lake City, Utah, United States About the Role iCapital is looking to hire a Software Developer in Test to work on the iCapital platform. This individual will bring practical knowledge of agile development methodologies and engineering best practices. This role will work closely with the Development and Testing team. The ideal candidate is a combination of a hands-on test engineer who has some managerial experience, and who can understand existing automation test frameworks and has an ability to enhance and implement the same and should also be able to work with other engineers and product managers to support feature-based testing. Responsibilities - Build and implement robust automated test suites for API and backend services. - Design and implement test strategies for AI/ML models and AI enabled in-house applications, including validation of model outputs, prompt behavior, determinism, and regression across releases. - Establish automated evaluation frameworks for AI systems (i.e. accuracy, consistency, hallucination detection, bias, and drift) and integrate them into CI/CD pipelines. - Partner with AI/ML Engineers, Platform teams, and Governance stakeholders to ensure responsible AI practices, including testability, traceability, and production readiness of AI features. - Integrate automated test suites into existing GitLab CI/CD pipelines and deployment workflows. - Maintain and improve automation frameworks to accommodate evolving system architecture, including blockchain based components. - Collaborate with developers, product managers, and DevOps engineers to ensure testability and quality across distributed systems. - Create and manage defect workflows integrated with tools such

Financial Crimes Compliance Manager - Vice President Greenwich, Connecticut, United States About the Role iCapital is looking for a Vice President candidate to join its Regulatory and Compliance team to work with senior members of the Compliance team. The candidate will be responsible for ensuring compliance with AML regulatory requirements within the United States and other iCapital regions. Responsibilities - Review ad-hoc requests from iCapital stakeholders to ensure compliance with AML regulations. - Oversee third party reliance testing and monitoring. - Review high-risk escalations to provide recommendations to senior members of the Compliance team. - Coordinate with regulators and auditors through routine examinations. - Investigate unusual and suspicious activity, recommending SAR filings to the SAR Committee. - Complete AML and KYC Due Diligence Questionnaires. - Review escalations from the international Compliance team. Qualifications - 10-15 years of experience, preferably with financial institution, broker dealer and registered investment adviser experience focusing primarily on AML, CFT and Sanctions compliance - Expertise of the Investment Company Act of 1940, Securities Act of 1933 and Cayman Islands Anti-Money Laundering Regulations - AML and KYC knowledge of regulatory requirements for private fund investors - ACAMS certification - JD is a plus Benefits The base salary range for this role is $150,000 to $175,000. 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,