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iCapital Network

Connects wealth managers to alternative investments

Product Manager

Full-Time
$120k - $185k+ Equity + Annual performance bonus
Senior, Expert
New York, NY, USA
HybridFour days in the office per week; remote work is available on Friday.
ProductProduct Management

About the job

Requirements
  • 6–10+ years of product management experience within fintech, wealth management, asset management, investment technology, enterprise software, SaaS platforms, or related industries.
  • Proven experience owning and scaling complex products from strategy and discovery through execution, launch, adoption, and continuous improvement.
  • Demonstrated ability to independently lead large-scale, cross-functional initiatives.
  • Experience building marketplace, search, discovery, recommendation, workflow, research, or data-driven products.
  • Strong understanding of access management, entitlement frameworks, visibility rules, permissions, configuration-driven systems, or administrative platforms, including the development of scalable and transparent access capabilities.
  • Ability to model complex business domains and translate business concepts into logical entities, relationships, workflows, business rules, and scalable platform capabilities.
  • Experience creating or reviewing domain models, process flows, user journeys, workflow diagrams, system interactions, and business architecture artifacts.
  • Knowledge of technical tradeoffs and ability to contribute meaningfully to discussions involving application programming interfaces, integrations, platform architecture, scalability, data models, and system design.
  • SQL proficiency and comfort working directly with data to investigate issues, validate assumptions, measure outcomes, and inform product decisions.
  • Strong analytical and problem-solving skills with the ability to navigate ambiguity and make informed decisions.
  • Communication, organization, and stakeholder management skills, including experience working directly with executive leadership, clients, business partners, and engineering teams.
  • Experience with modern product, technical, and collaboration tools, including Jira, Confluence, Figma, analytics platforms, application programming interface development tools, artificial intelligence productivity tools, and data visualization solutions.
Responsibilities
  • Own the vision, strategy, roadmap, and execution for product discovery, research, diligence, and access capabilities across the iCapital platform.
  • Partner with internal stakeholders and external clients to identify business challenges and develop solutions that improve the pre-investment experience and client satisfaction.
  • Lead large-scale cross-functional initiatives involving multiple teams, systems, and business processes while balancing tactical delivery with long-term platform strategy.
  • Manage the end-to-end product lifecycle from discovery through launch and continuous improvement, including prioritization, requirements definition, testing, rollout planning, adoption monitoring, and iterative enhancement.
  • Translate complex business workflows into intuitive user experiences by defining business requirements, user stories, process flows, acceptance criteria, business rules, and success metrics.
  • Partner with Engineering and Architecture teams to build scalable services that improve search, browsing, filtering, discovery, comparison, personalization, fund visibility, and product accessibility across the platform.
  • Develop a deep understanding of investment product data, user personas, and user journeys to enhance research and diligence experiences and support informed investment decisions.
  • Use qualitative and quantitative insights to improve user engagement, platform adoption, operational efficiency, and self-service capabilities for internal and external users.
  • Identify opportunities to leverage artificial intelligence, automation, and workflow optimization to simplify operational complexity and enhance product research, discovery, and investment decision support.
  • Communicate priorities, progress, risks, dependencies, and strategic decisions to stakeholders and senior leadership.
  • Investigate production issues, identify root causes, and drive tactical resolutions and long-term improvements that create scalable foundations for future platform growth and innovation.
Desired Qualifications
  • Familiarity with alternative investments, advisor platforms, broker-dealer ecosystems, registered investment advisors, wealth management workflows, or investment product distribution.

About the company

iCapital Network, branded as iCapital, develops technology and services for wealth managers, asset managers, institutional investors and family offices. Its marketplace connects advisors with alternative investments, structured products and annuities, while enterprise platforms manage subscriptions, investor onboarding, documents and investment reporting. The company also structures and services access funds and supplies data management and compliance workflows for financial firms. It earns management, servicing and investor-placement fees through its investment arrangements, with compensation varying by product and agreement. Founded in 2013, iCapital is headquartered in New York City, New York.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$1.5B

Headquarters

New York City, New York

Founded

2013

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Simplify's Take

What believers are saying

  • Marketplace breadth supports distribution: iCapital's July 2026 snapshot listed 2,644 funds and 60 integrated platform and service partners.
  • Infrastructure collaboration adds a partner: September 2026 iCapital and DTCC announced plans to further integrate DTCC's Alternative Investment Product.
  • Benefits cover premiums: iCapital's US Account Manager Associate role lists dental and vision premiums as fully employer paid.

What critics are saying

  • Compensation creates disclosed conflicts: iCapital's terms identify management and placement fees that incentivize favoring paying fund managers.
  • New York engineering work requires attendance: iCapital's AI Engineer Assistant Vice President role specifies office work Monday through Thursday.
  • Greenwich sales work involves travel: iCapital's Hybrid Sales Associate/Assistant Vice President role estimates 25% to 40% travel within its territory.

What makes iCapital Network unique

  • Client brands retain their storefront: iCapital's Custom Platform Solution combines digital subscriptions, document management and feeder-fund servicing.
  • Investor identity carries across investments: iCapital Identity Solutions reuses approved AML/KYC records, subject to regulatory and refresh requirements.
  • Fund operations share data: iCapital DLT connects administrators, custodians and distributors through an API-first ledger for investment lifecycle workflows.

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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