Search 17,757 Executive Level Jobs

17,757 remote jobs

Chief of Staff

Stamford, CT

About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant TouchCare helps resolve billing issues coordinate with providers and save individuals time and money. Committed to providing a healthier understanding of healthcare TouchCare makes navigating healthcare more convenient and stress-free for its users. The Role We are seeking a highly strategic and execution-oriented Chief of Staff to the CEO to serve as a trusted partner in driving company-wide priorities operational excellence and cross-functional alignment. This role operates at the center of the business—translating vision into action ensuring key initiatives move forward and acting as a force multiplier for the CEO and leadership team. You will work closely with senior leaders across Sales Marketing Operations Finance and Product to drive execution improve communication and scale the business effectively. What You’ll Do Strategic Execution & Prioritization Partner with the CEO to define and drive key company priorities and initiatives Translate high-level strategy into actionable plans with clear owners timelines and outcomes Ensure alignment and accountability across leadership Cross-Functional Leadership Act as a connective tissue across teams (Sales Marketing Ops Finance Client Success) Drive coordination on high-impact initiatives and remove blockers Lead special projects from concept through execution Operational Excellence Build and optimize processes that improve scalability and efficiency Establish and track KPIs across functions drive accountability and reporting Support annual planning quarterly priorities and ongoing business rhythms Executive Support & Communication Prepare the CEO for key meetings presentations and decision-making Drive internal communications and ensure clarity across the organization Help manage and streamline leadership team meetings and follow-ups 0→1 & Growth Initiatives Support new verticals product launches and strategic growth opportunities Help build operational infrastructure for new initiatives from the ground up Who You Are 5–10+ years of experience in consulting strategy operations or high-growth startup environments Proven ability to operate in ambiguity and drive execution in fast-paced environments Strong business acumen with experience working cross-functionally Exceptional communication and stakeholder management skills Highly organized with strong attention to detail and follow-through Ability to influence without authority and drive alignment across teams Experience supporting senior executives or leadership teams preferred Bonus Points Experience in healthcare benefits HR tech or broker-driven ecosystems Background in high-growth startups Experience building processes from scratch (0→1 environments) What We Offer Competitive base salary commensurate with experience Opportunity to build and shape company culture from day one Direct impact on improving financial wellness for thousands of employees Flexible benefits package hy Join Us? Impactful Growth Lead the expansion of specialized services that provide critical support to members during complex life events. Collaborative Environment Work closely with a supportive team across Sales Client Success Product and Marketing. Strategic Leadership Shape the go-to-market strategy and future evolution of TouchCare’s specialized portfolio. Compensation The salary range for this role is $125000–$170000 based on experience skills qualifications and alignment with the scope of the role. Benefits TouchCare offers a competitive benefits package including medical dental vision paid time off parental leave and other company-sponsored benefits. Location & Work Environment This role is based at our Stamford CT headquarters and is expected to be onsite 5 days per week. Candidates must be able to reliably commute to Stamford CT for the required onsite schedule. TouchCare is an Equal Opportunity Employer. We are committed to building a diverse and inclusive workplace and consider all qualified applicants without regard to race color religion sex gender identity or expression sexual orientation national origin age disability veteran status or any other legally protected status.

Event and Sponsorship Manager APAC - Assistant Vice President

Hong Kong, China

About the Role We are seeking an experienced AVP Event & Sponsorship Manager APAC based in Hong Kong to join the International Marketing team reporting to the International Events and Sponsorships Lead with a dotted-line reporting relationship into the New York-based Global Events Team.This role will be responsible for planning managing and executing a diverse portfolio of events across the Asia-Pacific region. The position is split approximately 70% supporting iCapital's APAC event portfolio and regional sponsorship strategy and 30% supporting iCapital's distribution partnership with a leading global wealth management partner across APAC. On the iCapital side the successful candidate will lead proprietary events client programs sponsorship activations and third-party conferences that support iCapital's regional business objectives. On the partner side the individual will be responsible for full-cycle event management supporting a strategic wealth management partner's advisor-facing event program across APAC including conferences educational roadshows webinars workshops and sponsorship activations. The successful candidate will work closely with Sales Marketing Alternative Investment Specialists General Partners partner stakeholders and executive leadership to deliver best-in-class event experiences that strengthen relationships drive engagement and support business growth. This individual will report directly to the Events and Sponsorships Lead International and maintain a dotted-line reporting relationship to the New York-based Event Manager responsible for overseeing the partner's global event program ensuring alignment with global standards processes and best practices. Key Responsibilities iCapital APAC Events and Sponsorships (Approximately 70%) Lead the planning coordination and execution of iCapital proprietary events across APAC including conferences seminars client events roundtables roadshows receptions webinars and corporate meetings. Manage regional third-party sponsorships and associated activations that support iCapital's business objectives. Collaborate with Marketing Sales Alternative Investment Specialists Product and executive leadership teams to develop event strategies and objectives. Manage event budgets negotiate vendor contracts and identify cost-effective solutions. Oversee all event logistics including venue selection registration management catering transportation accommodation audiovisual production event materials and onsite execution. Develop and maintain relationships with key sponsors vendors venues agencies and industry partners. Support event marketing and promotional activities in partnership with regional marketing teams. Monitor evaluate and report on event performance attendee engagement and ROI. Ensure compliance with all relevant company policies regulations and industry standards. Strategic Wealth Management Partner Program (Approximately 30%) Lead the end-to-end planning and execution of conferences educational roadshows webinars workshops and sponsorship activations supporting iCapital's distribution partnership with a leading global wealth management partner across APAC. Manage all aspects of event logistics including venue sourcing contract negotiations registration management attendee communications catering audiovisual production transportation event materials and onsite operations. Develop and maintain detailed project plans timelines budgets and event calendars to ensure flawless execution and accountability. Coordinate speaker logistics presentation collection rehearsals and onsite support to deliver a seamless event experience. Support both in-person and virtual events while maintaining a consistent and high-quality attendee experience. Partner closely with Alternative Investment Specialists Sales Marketing General Partners and partner stakeholders to deliver impactful advisor-facing educational programs. Serve as the primary liaison between iCapital partner stakeholders asset managers agencies vendors and venues. Support the development of educational agendas and event experiences that align with business objectives and audience needs. Track event performance attendee engagement and program effectiveness. Deliver post-event reporting and recommendations to enhance future programs. Collaborate closely with the New York-based Event Manager overseeing the partner's global event program to ensure consistency across regions and alignment with global initiatives. General Responsibilities Utilize Cvent Monday.com and other event technology platforms to manage registration communications project tracking and reporting. Manage vendor onboarding invoice processing contract approvals and event reconciliation. Build scalable processes playbooks and best practices to improve efficiency and consistency. Build strong relationships across internal and external stakeholder groups globally. Identify opportunities to enhance attendee experience and improve operational excellence. Monitor event success against established goals budgets and stakeholder expectations. Travel throughout APAC and internationally as required. Qualifications Bachelor's degree in Marketing Business Administration Communications Hospitality Management or a related field. 7-10 years of event management experience preferably within financial services wealth management asset management fintech or related industries. Proven experience managing conferences client events sponsorships roadshows and executive-level programs. Strong project management skills with the ability to manage multiple priorities stakeholders time zones and deadlines simultaneously. Experience managing budgets vendor relationships agencies and contract negotiations. Strong understanding of event technologies including Cvent Monday.com and Microsoft Office. Exceptional communication and stakeholder management skills. Experience working within global organizations and across multiple regions. Strong analytical and problem-solving abilities. Knowledge of alternative investments wealth management or asset management is preferred. Cultural awareness and experience working across diverse APAC markets. Fluency in English additional Asian languages are a plus. Willingness to travel across APAC and internationally. We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days with the flexibility to work remotely on Friday. For additional information on iCapital please visit https//www.icapital.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.

Enterprise Business Development, RIA Channel - Vice President

New York, New York, United States

iCapital is seeking a highly motivated outgoing and experienced Business Development professional to join the Relationship Management team developing iCapital’s enterprise presence in the US wealth channel. This team develops and helps manage relationships with iCapital’s largest clients and prospects within the RIA channel. This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients while also driving the acquisition of new clients. As part of these responsibilities the candidate will create compelling pitch decks develop market analysis and strategy help negotiate contracts and help organize implementation efforts. Responsibilities Support a team responsible for identifying and driving new enterprise opportunities with both new clients and prospects and within our existing client base. This responsibility involves close alignment and partnership with our Client Management team and other specialists within our organization. Promote a consultative approach to identify and acquire new enterprise accounts who would use all or parts of iCapital’s proposition. Educate clients on the depth of iCapital’s technology capabilities. Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders. Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience. Lead platform and system demonstrations for new prospects lead responses to RFPs and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives. Qualifications 10+ years of experience in a business development/relationship management capacity 10+ years of experience working within financial services or financial technology industry Proven ability to deliver and commercialize a complex multi-faceted product set and / or technology platform for sophisticated clients Strong domain expertise in Alternative Investments Structured Investments and Annuities Demonstrated track record of building expanding and sustaining relationships with senior decision makers and key stakeholders Experience operating effectively in a dynamic fast-paced entrepreneurial environment Demonstrated ability to organize client coverage across product lines and client channels driving depth of penetration and coordinated consolidated support models Highly detail-oriented with the ability to collaborate cross-functionally to deliver accurate execution and optimal client outcomes Strong client service orientation with a consistent focus on responsiveness follow-through and stakeholder management Series 7 and 63 licenses are preferred Benefits The base salary range for this role is $160000 to $200000. 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.

Head of Japan and Client Solutions, Japan - Senior Vice President

Tokyo, Japan

About the Role iCapital is seeking a sales focused executive to join the International Client Solutions Team as Head of Japan and Client Solutions Japan. As Head of Japan you will help build and drive iCapital’s strategy and growth in one of the world’s largest and most sophisticated wealth markets. Joining the International Client Solutions team you will build the client franchise in Japan lead the local business and bring institutional-quality private markets solutions to Japanese investors as a part of iCapital’s international expansion strategy. The role is based in Tokyo and reports to iCapital’s Head of Asia Pacific. You will lead business development across securities firms trust banks gatekeepers IFAs platforms asset managers and GPs shaping how iCapital’s platform is positioned with each segment. We are looking for a seasoned professional who wants the pace and autonomy of a fast-growing international business built leveraging the resources of the leading global private markets platform. Responsibilities Support the Head of Asia Pacific in formulating and executing the business strategy for Japan. Lead the Japan team providing business and cultural leadership and partner with the COO APAC on hiring development and retention to build a high-performing team that stays integrated with the wider APAC and global organization. Partner with regional and global teams to refine and deliver iCapital’s value proposition for each Japanese client segment including buy side sell side and technology integrators adapting product positioning and commercial terms to local market practice. Build and own senior relationships with clients and prospects leading complex multi-stakeholder negotiations from first meeting through to signed agreement onboarding and first allocation. Lead market education on private markets and alternatives in Japan providing thought leadership for advisors gatekeepers and distribution partners and translating iCapital’s platform capabilities into terms each audience can act on. Provide constant feedback from the field on competitive landscape investors’ appetite trends and share with colleagues globally. Build strong internal relationships within iCapital and work closely with other teams (Research & Fund Management Product Development Implementation Marketing Legal & Compliance Technology & Operations etc.) to achieve the best client outcomes and successful long-term client relationships. Own the Japan revenue pipeline end-to-end from origination to mandate and represent iCapital in the market at industry conferences client forums and with the local press. Act as iCapital’s champion for the Japan market internally presenting the country strategy business performance and roadmap to regional and global stakeholders and securing the investment and resources needed to deliver it. Represent iCapital with Japanese regulators industry bodies and local counsel ensuring the business operates within the applicable licensing and distribution framework and that iCapital is well positioned as the regulatory landscape for alternatives in Japan evolves. Qualifications Solid academic credentials in relevant field. +15 years of solid work experience in the Asset- or Wealth Management industry with a demonstrated track record in developing and managing client relationships is a must. Adequate exposure to Private Equity and/or other Private Markets asset classes and an understanding of the distribution model is highly preferred. Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills Excellent presentation and verbal/written communication skills with demonstrated capabilities to build trust and strategically manage and influence stakeholders at all levels Highly collaborative and able to think strategically about business opportunities and client management Ability to work independently with a strong appetite to work in a fast growing entrepreneurial environment are self-motivated with a hands-on attitude Extensive relationships with asset management and GP communities and direct experience working as a product marketer in the Japanese retail and high net worth channel are preferred. Demonstrated sales and client service skills with stakeholders and clients. We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days with the flexibility to work remotely one day (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/

Fund Finance, Private Capital Feeder Funds - Assistant Vice President / Vice President

Lisbon, Portugal

About the Role iCapital is seeking an Assistant Vice President or Vice President to join its Fund Finance team focusing on private capital feeder fund accounting and administration. This hands-on role will work closely with third-party administrators fund sponsors clients and internal teams to ensure accurate and timely accounting investor reporting and operational deliverables. Responsibilities Partner with third‑party administrators to ensure timely completion of monthly valuations accurate general ledger entries and investment valuations in accordance with fair value accounting principles. Review fund expenses and accruals against approved annual budgets identify variances or outliers and propose appropriate adjustments. Review investor allocations to ensure profits losses and fees are calculated in accordance with partnership operating agreements. Review and approve cash movements and reconcile data between iCapital systems and external service providers. Review and approve capital activity notifications and statements. Coordinate with internal and external stakeholders to investigate and resolve accounting or reporting discrepancies. Monitor compliance with governing fund documents and escalate issues as appropriate. Serve as a primary Fund Finance contact for fund sponsors responding to inquiries and communicating key deliverables timelines and dependencies. Manage team deliverables and promote accountability operational excellence and continuous process improvement. Qualifications Bachelor’s degree in Accounting Finance or a related field. At least five years of experience in fund accounting fund operations asset management or a related financial-services role. Big Four accounting or audit experience is a plus. Experience with alternative investment fund administration and operations is strongly preferred. Solid understanding of capital activity investor allocations fee structures and partnership accounting. Strong attention to detail with the ability to maintain a broader strategic perspective. Highly organized and able to manage multiple priorities in a fast-paced environment. Demonstrated ability to monitor team performance drive deliverables and foster accountability. Willingness to learn and adapt within an evolving business and regulatory environment. Passion for using technology and automation to improve operational efficiency. Proven ability to work independently while collaborating effectively across functions. Strong verbal written and interpersonal communication skills. High level of integrity and professionalism. We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 4 days a week with the flexibility to work remotely 1 day ( Friday). Benefits iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary annual performance bonus and equity for all full-time employees healthcare with 100% employer-paid health and dental insurance. For additional information on iCapital Network please visit https//www.icapitalnetwork.com/about-us Twitter @icapitalnetwork LinkedIn https//www.linkedin.com/company/icapital-network-inc

Agentic AI Engineer - Assistant Vice President / Vice President

IN Jaipur

This role supports the ongoing delivery of agentic AI–enabled automation across document-heavy and operational workflows. The intent is to move critical automation work off a high-cost contractor and into a lower-cost full-time role without losing execution capability or momentum. The focus is on building and supporting automation. This is hands-on delivery work that is well understood repeatable and already embedded in core operational processes. Responsibilities Assist in building and enhancing agentic AI workflows that automate multi-step processes such as document intake data extraction validation enrichment and downstream routing. Support integration of AI / ML and LLM-based models for document classification entity extraction and metadata generation and connect those outputs into end-to-end automated workflows. Build and maintain automation workflows and system integrations across document platforms workflow engines and operational systems. Assist with API integrations and data movement ensuring secure reliable flow between platforms with appropriate controls and auditability. Support production automation by monitoring workflows troubleshooting failures addressing defects and improving reliability through logging retries and validation checks. Work closely with Product Engineering and Operations to translate known business requirements into implemented automation and to support ongoing enhancements. Contribute to documentation and standards so workflows are maintainable and not dependent on contractor knowledge. Qualifications 6+ years of experience in data science machine learning or AI-related roles with 3+ years leading cross-functional initiatives at scale Experience operationalizing AI/ML or advanced analytics solutions in production ideally within financial services fintech or data-driven platforms Strong understanding of LLMs data science AI/ML and modern AI architectures including model evaluation context engineering and agentic workflow automation Experience designing and implementing agentic AI workflows including multi-step AI agents that automate complex processes and integrate with enterprise systems data and APIs Experience building or supporting production automation ideally in document-heavy or regulated environments. Hands-on exposure to AI-driven data extraction document processing or NLP-based workflows. Familiarity with workflow orchestration rules-based automation and system integrations. Comfortable working within established patterns and under technical direction. Execution-oriented able to support existing platforms and improve them incrementally. We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days with the flexibility to work remotely one day (Friday). For additional information on iCapital Network please visit https//www.icapitalnetwork.com/about-us Twitter @icapitalnetwork LinkedIn https//www.linkedin.com/company/icapital-network-inc

Senior Product Designer - Vice President

Lisbon, Portugal

About the Role iCapital is seeking a Senior UX Designer to help shape and elevate the user experience across our fintech platform. This role requires a strong blend of UX interaction and visual design expertise to create intuitive modern and impactful digital experiences. The ideal candidate is a strategic thinker and skilled problem solver who is passionate about user-centered design and cross-functional collaboration. They stay current with emerging technologies design trends and UX best practices applying these insights to enhance client experiences drive product adoption and support business growth. Responsibilities Own the full UX design process including discovery research information architecture user flows wireframing and high-fidelity prototyping. Rely on qualitative and quantitative data to drive design decisions. Create pixel-perfect designs and prototypes leveraging iCapital’s Design System. Collaborate effectively with Product Managers and Engineering teams to shape review and iterate on product enhancements and proposals ensuring solutions are executed with quality consistency and attention to user experience. Manage multiple concurrent requests and requirements. Step outside the design realm when appropriate to contribute to the team and overall company mission. Present work to all levels of the company with confidence. When necessary lead coach and mentor other designers on the team. Qualifications Bachelor's Degree (BA or BFA) with 10+ years of demonstrated experience solving design challenges using user-centered design best practices Strong systems-thinking skills with the ability to understand complex workflows connect user needs with business objectives and design cohesive experiences across large product ecosystems Demonstrated experience designing application workflows onboarding journeys and user guidance for digital products Deep expertise with Figma and modern design workflows including design systems prototyping and developer handoff Experience leveraging AI-powered tools (e.g. Copilot Claude Figma AI and similar technologies) to enhance design workflows accelerate ideation support research synthesis and increase team productivity Excellent communication storytelling and presentation skills with the ability to influence stakeholders at all levels Demonstrated ability to balance strategic thinking with hands-on execution in a fast-paced environment A strong portfolio that highlights your design process approach to solving complex challenges and ability to deliver measurable user and business outcomes is required Experience in FinTech WealthTech or complex enterprise platforms is a plus 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.

Platform Integration Specialist - Associate / Assistant Vice President

New York, New York, United States

About the Role iCapital is looking for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior leads on complex client integrations along with managing the ongoing platform experience for existing clients. Responsibilities Lead and support all aspects of new and existing wealth manager and asset management integrations including but not limited to project management client discovery operating model and business process design data integrations platform set-up testing and rollout. Provide program and project management expertise including establishing detailed project plans managing risk and driving accountability across internal and external stakeholders. Implement client requirements via white label set-up and platform configurations. Manage and support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform. Build a strong understanding of a client’s business and how that translates to the iCapital platform. Collaborate with Product Managers to identify product gaps and opportunities vet potential solutions and roll out new features. Drive operational efficiencies and platform enhancements proactively and consistently. Work with Operations and Product Management teams to troubleshoot platform issues. Document and update procedures processes and workflow assisting with the creation of playbooks and client collateral. Partner closely with Product Managers Relationship Managers and Operations teams to deliver for our clients. Qualifications 6-10+ years of experience in project management client software implementations operations or relationship management within financial services/fintech industry Proven track record of leading cross-functional project teams from inception to execution Familiar with software-based financial solutions (i.e. transaction systems online forms trading software) Excellent writing skills and able to produce detailed project documentation business requirements documentation and specifications to drive successful development Advanced MS Office skills (Excel Word PowerPoint) and data analytics skills Exemplary attention to detail Strong interpersonal and presentation skills and the proven ability to influence and communicate effectively across both internal and client stakeholders Experience working on a team and a desire to work in a fast-moving entrepreneurial environment Knowledge of wealth management and private bank business and processes/alternatives Experience managing data integrations is a plus Benefits The base salary for this role is $90000 - $105000 for associates and $110000 - $150000 for AVP level positions . 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.

Investor Relations, APAC, Japanese Speaker - Associate / Assistant Vice President

Singapore, APAC

About the Role iCapital's Investor Relations team within the Operations and Investment Product Management (OIPM) organization is seeking an Associate / Assistant Vice President to support the firm's rapidly expanding client base across Asia Pacific. This role is ideal for an experienced investor relations professional who thrives in a fast-paced client-centric environment and enjoys working across investors financial advisors fund sponsors fund administrators and internal stakeholders. The successful candidate will serve as a trusted point of contact for investors and advisors throughout the investment lifecycle while also driving operational excellence leveraging AI solutions to improve efficiency and scalability and supporting business development initiatives across the region. The role offers significant exposure to alternative investments fund operations technology-enabled servicing and strategic client engagement. Responsibilities Deliver white-glove investor and advisor servicing throughout the onboarding subscription capital activity and ongoing servicing lifecycle. Guide financial advisors and high-net-worth investors through subscription and AML/KYC requirements ensuring documentation is accurate complete and compliant. Build trusted relationships with advisors investors fund sponsors custodians and internal stakeholders through responsive and solution-oriented support. Communicate effectively via email phone calls and platform-based interactions translating complex operational and investment-related requirements into clear actionable guidance. Proactively identify onboarding and servicing bottlenecks and resolve issues efficiently to minimize friction and improve client experience. Serve as a primary liaison with fund administrators on a daily basis to resolve subscription capital call redemption transfer reporting cash reconciliation and investor record-related matters. Partner with internal teams including Product Operations Compliance Finance Technology and Client Solutions to ensure seamless service delivery and accurate client communications. Conduct client training sessions and platform demonstrations educating advisors and investors on iCapital's technology and investment workflows. Support business development efforts by participating in client meetings RFP discussions onboarding workshops and prospective client pitches when required. Demonstrate platform capabilities and workflows to prospective clients and partners as part of the sales and onboarding process. Drive continuous process improvement initiatives by leveraging AI tools workflow automation and data analytics to enhance productivity reduce operational risk and improve scalability. Identify opportunities to streamline operational processes reduce manual effort and improve service quality across investor servicing functions. Assist in documenting procedures developing best practices and promoting operational excellence across the Investor Relations organization. Qualifications Bachelor's degree in Finance Business Economics Accounting or a related discipline. 5-8 years of relevant experience in Investor Relations Investor Services Fund Operations Client Services Transfer Agency or Alternative Investments. Fluency in both Japanese and English is required. Candidates must have native-level or business-level proficiency in Japanese (spoken and written JLPT N1 or equivalent) and excellent verbal and written communication skills in English with the ability to engage professionally with Japanese-speaking investors advisors and stakeholders as well as global teams. Experience supporting private equity private credit hedge funds real assets or other alternative investment products is highly desirable. Demonstrated ability to interact effectively with senior stakeholders financial advisors and fund sponsors. Strong organizational skills attention to detail and ability to manage multiple priorities in a fast-paced environment. Proven problem-solving skills with the ability to investigate issues identify root causes and drive resolution. Comfortable working independently while collaborating effectively across global teams. Strong proficiency in Microsoft Office applications. Strong interest in financial technology and digital transformation. Demonstrated experience using AI tools (e.g. Microsoft Copilot workflow automation tools or similar technologies) to improve productivity operational efficiency or client servicing processes. Ability to adapt quickly to changing business requirements and contribute to a culture of continuous improvement. We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 4 days a week with the flexibility to work remotely 1 day ( Friday). For additional information on iCapital please visit https//www.icapital.com/about-us Twitter @icapitalnetwork LinkedIn https//www.linkedin.com/company/icapital-network-inc Awards Disclaimer https//www.icapitalnetwork.com/about-us/recognition/

International Product and Audience Marketing Manager - - Vice President / Senior Vice President

Lisbon, Portugal

About the Role We are seeking a VP/SVP Product & Audience Marketing to join iCapital’s International Marketing & Communications team. Based in Lisbon this role will be responsible for driving product positioning go-to-market initiatives audience engagement and sales enablement across LATAM and Canada. The successful candidate will work closely with Product Platform Solutions Client Solutions regional business leaders International Marketing & Communications team members and the U.S. Product Marketing Team to ensure iCapital’s products solutions and capabilities are effectively brought to market outside the U.S. The role combines strategic thinking with hands-on execution and requires a strong understanding of financial services wealth management and private markets. Key Responsibilities Product & Go-to-Market Strategy Develop and execute go-to-market plans for products solutions and platform capabilities. Partner with Client Solutions Product and regional leadership to translate business priorities into actionable marketing strategies. Support the international launch and adoption of new offerings ensuring clear and differentiated positioning. Audience Marketing & Campaigns Develop audience-led marketing programs targeting wealth managers banks and advisors. Drive regional campaigns thought leadership initiatives webinars content programs and event-related marketing activities. Partner with U.S.-based Demand Generation and Digital teams to optimize engagement and audience growth. Localization & Sales Enablement Adapt U.S. marketing materials for regional use where possible ensuring relevance compliance and commercial effectiveness. Develop new sales enablement content presentations messaging frameworks and client-facing materials. Collaborate with Compliance and Legal teams to support regional regulatory requirements. Stakeholder Management & Performance Act as a strategic marketing partner to regional business leaders and Client Solutions teams. Measure campaign effectiveness and provide insight-driven recommendations. Support the continued development of the International Product & Audience Marketing function and operating model. Qualifications 10+ years of experience in product marketing audience marketing asset management wealth management fintech or financial services. Strong understanding of private markets alternatives investment products or wealth management. Experience developing go-to-market strategies product positioning and multi-channel marketing campaigns. Proven ability to translate complex concepts into compelling client-focused marketing materials. Strong stakeholder management and communication skills. Experience working across international markets and multiple time zones. Fluent in English additional languages are a plus. Why This Role Matters As iCapital continues to expand internationally this role will help ensure our products platform capabilities and strategic initiatives are effectively positioned and adopted across diverse markets. The position plays an important role in connecting product strategy commercial priorities and client engagement helping drive the continued growth of iCapital's International business. We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 4 days a week with the flexibility to work remotely 1 day ( Friday). Benefits iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary annual performance bonus and equity for all full-time employees healthcare with 100% employer-paid health and dental insurance. For additional information on iCapital Network please visit https//www.icapitalnetwork.com/about-us Twitter @icapitalnetwork LinkedIn https//www.linkedin.com/company/icapital-network-inc

unlock: sign-up for free / login and use the searches from your home page
🔥 job listings updated in real time

Login & search by job title, a different location + other details.
Additional custom search filters are available once you login.