Investment Product Marketer, Annuities and Structured Investments - Assistant Vice President jobs in United States
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iCapital · 1 day ago

Investment Product Marketer, Annuities and Structured Investments - Assistant Vice President

iCapital is seeking an Assistant Vice President Marketing Manager to join the Product Marketing team within the Marketing and Communications department. This role supports the Structured Investments and Annuities businesses, collaborating closely with Product, Sales, and cross-functional teams to deliver compelling go-to-market strategies and client engagement programs.

Asset ManagementBankingFinancial ServicesFinTech

Responsibilities

Develop and execute integrated go-to-market strategies for iCapital’s Structured Investments and Annuities Platform, Alternatives Distribution and Structured Investments (SI Distribution, m+ funds, and Outcome Driven Strategies)
Partner with Product and Sales teams to define positioning, messaging, and value propositions for platform enhancements, new fund and product launches
Create and manage the utilization of high-impact marketing and sales enablement tools including presentations, fund fact sheets, brochures, case studies, platform and product demos to articulate benefits and drive advisor adoption
Develop educational content and thought leadership pieces to simplify complex investment concepts for advisors and end clients
Lead multi-channel marketing campaigns across email, digital, social, webinars, and events, leveraging data-driven insights to optimize engagement and conversion
Act as a strategic partner to Product, Sales, and Client Relationship teams, ensuring marketing initiatives support core KPIs
Seek opportunities across all elements of iCapital Structured Investments and Annuities Platform and Alternatives Distribution businesses including acquisition, retention, platform features and functionality, and product launches to help meet and exceed company goals

Qualification

Marketing strategy developmentData analysisIntegrated marketing campaignsExperience in fintechProject managementCommunication skillsFamiliar with advisor distributionCollaborative mindsetStorytelling skills

Required

Bachelor's degree in marketing, business, finance, or a related field
7+ years of related experience preferably within the fintech, wealth management, alternative investments (including annuities and structured investments), or ETFs
Strong analytical skills with the ability to interpret data and translate insights into actionable strategies and data-driven decision-making
Exceptional communication and storytelling skills with the ability to simplify complex concepts
Proven track record of building and managing integrated marketing plans and campaigns across multiple marketing disciplines
Demonstrated success in managing ambiguity and driving results in fast-paced environments
Collaborative mindset with strong project management skills
Experience marketing structured investments, annuities, or alternative investments
Familiar with advisor distribution channels
Able to blend strategic thinking with hands-on execution, delivering a measurable impact

Benefits

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare
100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Company

iCapital

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Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.

Funding

Current Stage
Late Stage
Total Funding
$1.55B
Key Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M

Leadership Team

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Dan Vene
Co-Founder & Managing Partner
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Nick Veronis
Managing Partner & Co-Founder
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Company data provided by crunchbase