Full-Time

M&A Integration Manager – Senior Vice President

Multiple Teams

Posted on 9/24/2025

iCapital Network

iCapital Network

1,001-5,000 employees

Fintech platform linking advisors to alternatives

Compensation Overview

$170k - $200k/yr

+ Equity + Annual Performance Bonus

New York, NY, USA

Hybrid

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Category
Business & Strategy (3)
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Required Skills
Customer Service
Requirements
  • Bachelor’s degree required
  • 10+ years of experience in M&A integration, management consulting, corporate development, or strategic operations
  • Strong project management, communication, and stakeholder engagement skills
  • Able to navigate ambiguity and drive clarity in fast-paced environments
  • Strategic thinker with a hands-on, results-driven approach
  • Proven success leading complex, cross-functional integration initiatives
Responsibilities
  • Collaborate with Corporate Development and executive leadership to define integration strategies aligned with deal rationale.
  • Drive cross-functional coordination across business units and support functions (e.g., HR, IT, Finance, Legal).
  • Conduct pre-close integration assessments and develop Day One readiness plans.
  • Lead cross-functional integration teams, ensuring timely delivery of key milestones.
  • Develop and manage the business and technology integration plan, outlining key milestones and requirements to achieve deal-specific value and synergies.
  • Established detailed project plans, KPIs, and risk mitigation strategies, to measure and ensure integration success throughout the transition period.
  • Ensure alignment with deal rationale while providing regular updates to stakeholders and facilitating steering committee meetings.
  • Act as the primary liaison between internal teams and acquired entities.
  • Implement effective communication and change management strategies to support cultural alignment and employee engagement.
  • Oversee the alignment of systems, product roadmaps, go-to-market strategies, and customer service models.
  • Partner with HR to support onboarding and retention of key talent.
  • Ensure compliance with all regulatory, legal, and financial requirements.
  • Track integration performance metrics and identify opportunities for continuous improvement.
  • Conduct post-integration reviews to capture lessons learned and enhance future integration playbooks.
Desired Qualifications
  • MBA or equivalent advanced degree is preferred
  • Deep understanding of the fintech or financial services industry, with demonstrated experience in alternative investments preferred
  • Experience with project management tools (e.g., Monday.com) is a plus

iCapital Network connects financial advisors with high-net-worth investors to access a curated selection of alternative investments, including private equity, hedge funds, and real estate. Its platform streamlines how offerings are discovered, evaluated, and invested, providing access, education, and client support in one interface. The company earns fees from the services it provides, such as platform, management, and performance-based fees based on assets on the platform. Its goal is to simplify and scale access to alternatives for wealth managers and their clients, helping with diversification and potential higher returns through a centralized, advisor-focused experience.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$1.5B

Headquarters

New York City, New York

Founded

2013

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi acquisition expands platform to $914B global volume with $228B alternatives assets under management.
  • T. Rowe Price and SurgoCap $820M July 2025 funding at $7.5B valuation accelerates technology and data capabilities.
  • Cambridge partnership expansion reaches 3,800 financial professionals, driving demand for alternatives among high-net-worth clients.

What critics are saying

  • Citi retains distribution control post-acquisition, risking client outflows if integration fails within 6-12 months.
  • BlackRock Aladdin Wealth bundles superior private markets data with dominant asset management, eroding 2,900 firm partnerships.
  • SEC regulatory crackdown on feeder fund structures triggers forced restructurings, halting launches and alienating high-net-worth clients.

What makes iCapital Network unique

  • Operates 2,900+ wealth management firm partnerships with 111,000 financial professionals accessing 2,100+ live funds.
  • Acquired Citi Global Alternatives adding 180+ feeder funds across private equity, credit, infrastructure, venture, real estate.
  • Feeder fund engine reduces institutional minimums from $5-10M to $25K-$100K, democratizing alternative access.

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Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave

Company News

CompWorth
Jul 11th, 2025
iCapital Raises $820 Million in Landmark Funding to Accelerate Growth

On July 11, 2025, iCapital unveiled an impressive $820 million funding round led by T. Rowe Price and SurgoCap Partners, propelling the fintech to a valuation exceeding $7.5 billion.

FinSMEs
Jul 10th, 2025
iCapital Closes Over $820M Capital Raise, Valued at Over $7.5 Billion

iCapital, a NYC-based fintech company offering investment products, raised over $820M with the completion of its latest financing round, at over $7.5 Billion valuation.

iCapital
Jul 10th, 2025
iCapital® Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion

iCapital is transforming global investing with innovative fintech solutions, powering scalable access to alternatives and structured investments.

TradingView
Jul 10th, 2025
iCapital raises $820M in funding

iCapital, a private-markets tech provider, has raised over $820 million, according to a report by the Wall Street Journal.

PR Newswire
May 22nd, 2025
Cambridge And Icapital® Expand Relationship To Provide Enhanced Access To Alternative Investment Vehicles, Research, And Education

Expanded relationship will support the growing demand for alternatives among their financial professionals and their high-net-worth clientsFAIRFIELD, Iowa, May 22, 2025 /PRNewswire/ -- Cambridge, a leading independent financial solutions firm serving 3,800 financial professionals across the country, announced it has expanded its relationship with iCapital1, a global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries. The expanded relationship will provide Cambridge financial professionals with enhanced access to alternative investment vehicles, research, and education.Cambridge's financial professionals can now access the full scope of iCapital's platform including asset class level strategies and products, education, and research insights in alternative investments, driving significant value for financial professionals and their high-net-worth clients."Alternatives have become a critical piece of the portfolio construction process for many high-net-worth investors looking for differentiated investment solutions," said Jeff Vivacqua, President, Growth and Development and member of Cambridge's Office of the CEO. "Through our expanded relationship with iCapital, Cambridge financial professionals will now have access to industry-leading solutions that can support them in meeting the growing demand for these alternative investment vehicles from their clients."In 2023, Cambridge launched its Private Client Solutions (PCS) offering to address demand for HNW and ultra-high-net-worth (UHNW) client solutions from its financial professionals. A major component of those offerings was access to alternative investment vehicles, research, and education. PCS provides Cambridge financial professionals with the resources, solutions, and personal support they need to deliver a customized service experience to HNW and UHNW clients. This expanded relationship with iCapital will further enhance these capabilities.About CambridgeCambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control

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