Back to jobs

Investment Product Marketer, Registered Funds - Assistant Vice President / Vice President

New York, New York, United States

About the Role

iCapital is seeking a dynamic and experienced alternatives product marketer to join our Product Marketing team within the marketing and communications organization. This role supports the independent advisor solutions group and iDirect Fund business, iCapital’s fast growing evergreen investment solution arm, which sources and curates investment opportunities from selected fund managers. A core differentiator is iCapital’s partnership with leading alternative asset managers and top-tier wealth management platforms.

In this role, the investment product marketer will collaborate closely with portfolio managers, sales and cross functional teams to deliver compelling marketing strategies and client engagement programs to continue to build and grow the evergreen portfolio that includes direct co-investments, funds, and strategic partnerships. The individual will play a critical role in driving the growth of iCapital’s evergreen registered fund business by overseeing the marketing and go to market strategy. 

Responsibilities

  • Develop and execute integrated go to market strategies partnering closely with product and sales to define positioning, messaging and value propositions for existing and new product launches.
  • Create and manage the utilization of high impact marketing and sales enablement tools including presentations, brochures, fact sheets, case studies, emails, social media, websites, videos, events and thought leadership.
  • Develop educational content and thought leadership to simplify complex investment concepts for advisors and end clients.
  • Collaborate closely with the Independent Advisor Solutions team, including Portfolio Managers and Product Managers, to support strategic initiatives and cross-functional product development.
  • Develop marketing strategies for new publicly registered funds and ongoing investment product support.
  • Lead multi-channel marketing campaigns across email, digital, social, webinars and events, leveraging data driven insights to optimize engagement and conversions.
  • Stay updated on industry trends and incorporate them into content creation.
  • Collaborate with the broader Marketing team to integrate alternative products and asset class themes into broader acquisition and nurture campaigns.

Qualifications

  • Bachelor’s degree in business, marketing, or a related field
  • 7+ years of relevant professional experience in financial services (e.g. investment management, product marketing within financial services with a focus on alternative investments, private market funds, or similar products
  • Experience with 1940act funds and private markets a plus
  • Broad understanding of how to effectively market to wealth managers
  • Proven ability to build strong, trusted relationships with internal teams.
  • Exceptional written and verbal communications skills for storytelling and ability to simplify complex concepts
  • Strong attention to detail and accuracy in all deliverables
  • Able to work independently and collaboratively, manage multiple projects and prioritize effectively in a fast-paced team environment
  • General knowledge and understanding of FINRA and SEC marketing and advertising guidelines

Benefits

The base salary range for this role is $120,000 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, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

Create a Job Alert

Interested in building your career at iCapital? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role. *
Select...

iCapital Voluntary Self-Identification Questions [U.S. Only]

Candidates are invited to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, and you voluntarily decide to complete this survey, please indicate by making the appropriate selection. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded.

Voluntary Self-Identification of Disability


Why are you being asked to complete this?

The law requires us to provide equal employment opportunity to qualified people with disabilities.  We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake.

Completing this form is voluntary. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury

This survey should take about 5 minutes to complete.

Select...
Select...
Select...
Select...
Select...