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Product Lead - Reference Data & Documents – Vice President / Senior Vice President

Greenwich, Connecticut, United States; New York, New York, United States

 

About the Role

iCapital is seeking a strategic and execution-oriented Product Leader to join our Pre-Investment product team.

You will work in a collaborative, results-driven environment alongside smart, hardworking teammates who are motivated to solve complex, industry-wide challenges. You will partner directly with end users and clients to drive scale and efficiencies across key business processes.
 

In this role, you will own, lead, and deliver strategic product initiatives, providing oversight across the product development lifecycle. You will define and influence your domain—from identifying unmet needs and defining requirements to writing user stories, developing communication plans, and testing product features.
 

We embrace agile methodologies and deploy quickly to learn and iterate. The ideal candidate thrives in a fast-paced, entrepreneurial environment and brings a flexible, multidisciplinary approach to problem-solving.
 

Key Responsibilities

  • Own the end-to-end strategy, vision, and execution for all investment product–related reference data and documents across the platform.
  • Lead the evolution of the firm’s Global Data Master ecosystem, which serves as the authoritative source of reference data for:
    • Investment products (e.g., funds and other investment vehicles)
    • Firms and counterparties
    • Distribution platforms
  • Lead strategic client and internal stakeholder engagements to deploy reference data management solutions that enforce standardization, are easily adopted, and drive downstream features and functionality in other product areas.
  • Partner with executive stakeholders (internal and external) to align on product direction, priorities, and strategic initiatives.
  • Drive platform usage and adoption by delivering high-quality, reliable data and document solutions that meet user needs and increase platform stickiness.
  • Lead the end-to-end product lifecycle from ideation to launch, including requirements definition, user stories, acceptance criteria, QA, and iteration.
  • Ensure flawless execution of product releases by proactively managing risks, dependencies, and cross-functional coordination.
  • Investigate production data or document issues and drive both tactical and strategic resolutions to minimize user impact and improve long-term data quality.
  • Partner closely with UX, Engineering, Sales, Marketing, Legal, Compliance, Operations, and Data teams to ensure alignment and transparency across initiatives.
  • Mentor and guide junior product managers, fostering a culture of excellence, accountability, and continuous learning.

 

Qualifications

  • 8–12+ years of product management experience across Wealth/Asset Management, FinTech, Alternative Investments, or enterprise data platforms, with a strong focus on investment products and data-driven systems.
  • Deep understanding of the U.S. wealth management and asset management ecosystems, including investment products, fund structures, and advisor or institutional distribution models.
  • Strong familiarity with investment product reference data, performance data, and product documents (e.g., disclosures, fact sheets, regulatory materials).
  • Demonstrated experience building and scaling enterprise-grade data platforms or master data management (MDM) solutions.
  • Strong experience working with large datasets; SQL proficiency and a data-driven decision-making approach are required.
  • Proven ability to manage complex, cross-functional initiatives in fast-paced growth environments.
  • Experience engaging directly with external clients, asset managers, and executive stakeholders to define requirements and deliver strategic implementations.
  • Expertise in writing detailed product requirements, user stories, and acceptance criteria for engineering and data teams.
  • Experience operating within agile development methodologies, with a bias toward rapid deployment, learning, and iteration.
  • Exceptional analytical, problem-solving, and prioritization skills, particularly in ambiguous or data-intensive domains.
  • Excellent communication skills and executive presence, with the ability to influence senior leadership and build consensus across technical and business teams.
  • Entrepreneurial mindset with a strong sense of ownership and accountability.

 

Benefits

The base salary range for this role is $170,000 to $230,000 depending on level and experience.  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.

 

 

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