Investment Product Marketer, Registered Funds - Assistant Vice President / Vice President

About the Role

iCapital is seeking a dynamic and experienced alternatives product marketer to join our Product Marketing team within the marketing and communications organization. This role supports the independent advisor solutions group and iDirect Fund business, iCapital’s fast growing evergreen investment solution arm, which sources and curates investment opportunities from selected fund managers. A core differentiator is iCapital’s partnership with leading alternative asset managers and top-tier wealth management platforms.

In this role, the investment product marketer will collaborate closely with portfolio managers, sales and cross functional teams to deliver compelling marketing strategies and client engagement programs to continue to build and grow the evergreen portfolio that includes direct co-investments, funds, and strategic partnerships. The individual will play a critical role in driving the growth of iCapital’s evergreen registered fund business by overseeing the marketing and go to market strategy. 

Responsibilities

• Develop and execute integrated go to market strategies partnering closely with product and sales to define positioning, messaging and value propositions for existing and new product launches.
• Create and manage the utilization of high impact marketing and sales enablement tools including presentations, brochures, fact sheets, case studies, emails, social media, websites, videos, events and thought leadership.
• Develop educational content and thought leadership to simplify complex investment concepts for advisors and end clients.
• Collaborate closely with the Independent Advisor Solutions team, including Portfolio Managers and Product Managers, to support strategic initiatives and cross-functional product development.
• Develop marketing strategies for new publicly registered funds and ongoing investment product support.
• Lead multi-channel marketing campaigns across email, digital, social, webinars and events, leveraging data driven insights to optimize engagement and conversions.
• Stay updated on industry trends and incorporate them into content creation.
• Collaborate with the broader Marketing team to integrate alternative products and asset class themes into broader acquisition and nurture campaigns.

Qualifications

• Bachelor’s degree in business, marketing, or a related field
• 7+ years of relevant professional experience in financial services (e.g. investment management, product marketing within financial services with a focus on alternative investments, private market funds, or similar products
• Experience with 1940act funds and private markets a plus
• Broad understanding of how to effectively market to wealth managers
• Proven ability to build strong, trusted relationships with internal teams.
• Exceptional written and verbal communications skills for storytelling and ability to simplify complex concepts
• Strong attention to detail and accuracy in all deliverables
• Able to work independently and collaboratively, manage multiple projects and prioritize effectively in a fast-paced team environment
• General knowledge and understanding of FINRA and SEC marketing and advertising guidelines

Benefits

The base salary range for this role is $120,000 to $175,000.  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.