iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. iCapital services approximately $176 billion in global client assets invested in 1,433 funds, as of December 2023.

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); & a three-time winner of MMI/Barrons Solutions Provider award (See link below). 

About the Role

iCapital is seeking a full-time investment marketing professional to support the Channel Marketing team. This role will focus on the development & execution of strategic marketing plans & communications tied to the launch of our integrated platform offering, primarily targeting enterprise wealth management firms & financial advisors.

The ideal candidate has experience utilizing various marketing channels to drive user awareness, acquisition, & engagement. This individual should be familiar with the wealth management landscape & understand the needs of financial advisors.  This role will need someone who can quickly grasp & communicate the features & benefits of alternative investments, structured investments, & annuities, & the analytical tools that support them.

Responsibilities

• Develop strong relationships with internal teams & participate in ongoing Product & Platform team discussions to obtain an in-depth understanding of platform features, key project timelines & the perspective of a US-based wealth manager, financial advisor, & RIA.
• Author comprehensive marketing briefs to guide internal & external discussions, inform internal marketing teams of needed deliverables, & facilitate project management across the broader Marketing team.
• Design detailed marketing plans tied to various phases of the platform launch.
• Define, sign off, schedule, & deliver a consistent, effective, & high-volume stream of communications & customized multi-channel campaigns.
• Ensure accurate & engaging messaging & design, & ensure stringent compliance standards are implemented across all communication channels spanning email, webinars, PR, events, social media, collateral, videos, web, presentations, & more.
• Communicate updates that will affect campaign assets proactively & clearly & set realistic timeline expectations with stakeholders & team members supporting execution. Ensure business owners get early & frequent views of work in progress.
• Have a solid working knowledge of Marketing tools & platforms, & constantly evaluate new tools, techniques, & approaches, & make budgeted recommendations when appropriate.
• Work with Marketing data strategist to build relevant metrics & dashboards & actively monitor & publicize campaign results & trends vs. goals.
• Draw on insights to devise & optimize strategies to enhance future results; identify opportunities to accelerate output & deliver greater efficiency. Ensure corrective action is taken where metrics are trending badly.

Qualifications

• 10+ years of B2B product marketing experience in the investment management and/or fintech sector
• Bachelors degree in a business-related field
• Must have strong knowledge of various types of financial investments & markets (preferably in the alternatives, structured investments, or annuities space)
• FINRA Series 7 license is preferred
• Analytical & data-driven when it comes to understanding sophisticated product & platform features, identifying campaign impact & meeting KPIs
• An advisor-centric mindset that maintains an unyielding focus on the end user experience, capturing user attention & fulfilling intended audience needs
• Highly proficient in Office applications & a strong understanding of the capabilities of enterprise-level email Marketing platforms (i.e., Pardot, HubSpot) & CRMs (i.e., Salesforce)
• Natural leader & self-starter who easily navigates ambiguous situations while being resourceful & solutions-oriented; & is comfortable balancing multiple workstreams simultaneously with limited supervision
• Able to work at both strategic & tactical levels, generate innovative ideas & manage the execution of campaigns & projects that span multiple teams
• Work productively & collaboratively to solve issues, act swiftly, & be willing to step in & provide copyrighting, editing, design, or operational assistance to keep a project on track
• Excellent project management skills, including being detail oriented, joining discussions well prepared, communicating frequently, setting clear expectations, steering teams towards alignment, & consistently meeting deadlines
• Top-notch verbal & written communication skills; can well-articulate campaign objectives, challenges, solutions, & storylines
• Able to thrive in a fast-paced, rapidly changing environment that accompanies a private firm culture with many strategic priorities
• Continuous learner, always searching for new ideas & fresh approaches

Benefits

The base salary range for this role is $140,000 to $160,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, & 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO).

We believe the best ideas & innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, & some positions will be designated in-office jobs, based on their function. 

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 & 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.