iCapital · 4 months ago
Head of CIT Product Development - Vice President / Senior Vice President
Greenwich, Connecticut, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $245K/yr
10+ years expiCapital is a company focused on reinventing retirement portfolios and is seeking a strategic leader for their Collective Investment Trust (CIT) expansion, particularly in alternative asset classes. The role involves product innovation, client engagement, and operational execution to help alternative managers integrate private market strategies into defined contribution plans.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Serve as a senior relationship lead and subject matter expert for alternative investment managers entering the CIT and retirement space
Lead product development and implementation efforts for private market and alternative CITs, coordinating across Legal, Compliance, Operations, and Technology teams
Drive strategic conversations with clients and partners to design innovative CIT structures aligned with regulatory requirements and market needs
Oversee complex onboarding and launch processes, ensuring seamless execution and long-term servicing success
Represent iCapital in industry forums, regulatory discussions, and client engagements as a thought leader in alternatives in retirement
Identify and implement scalable solutions to improve efficiency, accuracy, and client experience across the CIT lifecycle
Collaborate with internal teams to develop educational and marketing materials that support product adoption and client understanding
Contribute to the broader growth strategy of iCapital’s Alternatives in Retirement Portfolios business
Qualification
Required
10+ years of experience in financial services, with deep exposure to investments, trust administration, or retirement products
Strong understanding of alternative investment structures and their integration into pooled vehicles like CITs
Proven ability to lead cross-functional initiatives and manage complex client relationships
Familiar with regulatory frameworks governing CITs (DOL, IRS, OCC) and retirement plan structures
Experience with fund administration platforms (e.g., Geneva, Investier, Investran, InvestOne) is a plus
Excellent communication, project management, and strategic thinking skills
Entrepreneurial mindset with a passion for building new businesses and challenging industry norms
Bachelor's degree in business, finance, or related field
Preferred
advanced degree or industry certifications (e.g., CAIA, CFA)
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase