iCapital · 10 hours ago
Product Manager, Registered Funds - Vice President / Senior Vice President
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$170K/yr - $220K/yr
8+ years expiCapital is seeking a Vice President or Senior Vice President to join its Independent Advisor Solutions team. The Product Manager will collaborate closely with the Portfolio Manager to build and manage an evergreen portfolio, driving the growth of iCapital’s registered fund business by overseeing fund operations, investor relations, marketing, and distribution strategy.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Own all aspects of fund operations and business growth, excluding investment decisions and external marketing
Oversee marketing initiatives for the fund, including creating and maintaining fundraising presentations, portfolio review materials, quarterly investor call content, and other marketing collateral
Partner closely with the Portfolio Manager on the “business of the fund,” managing distributions, liquidity, and communications with current and prospective investors
Build and maintain strategic relationships with leading distribution platforms in the wealth management channel
Coordinate cross-functionally with Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams to ensure seamless execution across all aspects of the fund
Oversee recurring reporting for investors and the Board, ensuring accuracy, timeliness, and clarity
Qualification
Required
8+ years of relevant professional experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.)
Experience with 1940 Act Funds and private markets a plus
Proven ability to build strong, trusted relationships with internal teams and external clients
Exceptional organizational and time management skills, with the ability to manage multiple priorities effectively
Strong attention to detail and accuracy in all deliverables
Excellent written and verbal communication skills for clear and persuasive messaging
Professional demeanor with an entrepreneurial mindset and strong sense of ownership
Bachelor's degree required; CFA, CAIA, or MBA is a plus
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