Full-Time

Investment Solutions Product Marketing

Assistant Vice President / Vice President

Posted on 2/3/2025

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Fintech
Financial Services

Compensation Overview

$120k - $185kAnnually

+ Equity + Annual Performance Bonus

Senior, Expert

New York, NY, USA

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

Category
Product Marketing
Product
Required Skills
Market Research
Data Analysis

You match the following iCapital Network's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in marketing, business, or a related field; MBA is preferred
  • 7-15+ years of experience in product marketing within the financial services industry, with a focus on annuities, structured investments, alternative investments, or similar products
  • Proven track record of developing and executing successful marketing campaigns
  • Strong analytical skills and the ability to interpret data to drive marketing decisions
  • Excellent written and verbal communication skills
  • Able to manage multiple projects and prioritize effectively in a fast-paced environment
  • Strong collaboration and relationship-building skills
Responsibilities
  • Support the strategy, development, and execution of go-to-market plans for iCapital’s Alts and Structured Investments and Annuities platform and Alternatives Distribution and Structured Investments, including SI Distribution, m+ funds, and outcome driven strategies.
  • Facilitate rollouts of platform enhancements and tools across multiple owned and paid channels including email, on-platform communications, events, digital campaigns, social, and webinars with existing client base.
  • Plan, execute, and optimize multi-channel marketing campaigns to drive product adoption and engagement of the iCapital platform.
  • Develop and manage utilization of various sales enablement materials such as presentations, fund fact sheets, brochures, case studies, and product demos to communicate the platform and products’ value to potential and existing customers.
  • Work closely with internal stakeholders, including the Business Development team, Product Management, Compliance, and Marketing Communications organization, to ensure alignment of marketing initiatives with business goals.
  • Conduct market research to identify trends, a competitive landscape, and customer needs to inform marketing strategies.
  • Monitor and analyze the performance of marketing campaigns, providing insights and recommendations for continuous improvement.

iCapital Network connects financial advisors with high net worth investors to provide access to alternative investment opportunities, such as private equity, hedge funds, and real estate. Their platform simplifies the investment process, making it easier for affluent clients to diversify their portfolios beyond traditional stocks and bonds. iCapital offers a comprehensive solution that includes access to curated investment options, educational resources, and support services. They generate revenue through various fees based on the assets managed or invested through their platform. What sets iCapital apart from competitors is their focus on delivering a seamless user experience and a strong emphasis on educating clients about the risks and benefits of alternative investments. The company's goal is to make alternative investments more accessible and efficient for financial advisors and their clients.

Company Stage

Late Stage VC

Total Funding

$662M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

2%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • iCapital's partnership with Ardian expands access to private market investment strategies.
  • The Unicorn Strategic Partners collaboration taps into Latin America's growing alternative investment interest.
  • iCapital's AI integration enhances personalized investment strategies for high-net-worth clients.

What critics are saying

  • Increased competition from fintech startups may erode iCapital's market share.
  • Regulatory scrutiny on alternative investments could lead to higher compliance costs.
  • Economic instability in key markets like Hong Kong and Singapore may affect investment flows.

What makes iCapital Network unique

  • iCapital offers a curated menu of private equity, credit, and hedge funds.
  • The platform simplifies alternative investments with lower minimums and digital workflows.
  • iCapital's research team provides robust analysis and educational resources for investors.

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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