Alternative Investment, Integrated Product Marketer - Vice President

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2 Locations
In-Office
Financial Services
The Role

About the Role

iCapital is hiring an Alternative Investments content marketing professional to cover iCapital’s distribution partnership with a large wealth management client (“the Client”).  This individual will report to the Lead for Private Wealth Audience Marketing at iCapital and is responsible for supporting our field-based sales leaders as they engage with our new client and third-party asset managers in the creation of content or activities that support advisor and client education and alternative investment product sales. 

This role is ideal for an individual with a deep understanding of private markets, hedge funds, real assets and other non-traditional investment vehicles, who can translate complex financial concepts into compelling, educational, and actionable content. This individual should possess the capabilities of originating, altering and enhancing new or existing content to support the sales effort. 

Responsibilities

  • Create and manage a content roadmap that aligns with field-based sales team goals, fund launches and advisor engagement strategies.
  • Develop short and long form content, and presentations that position the client, iCapital and the third-party asset managers as trusted authorities in alternative investments. 
  • Build content catalogue, identify gaps and address the needs.
  • Work across iCapital, our client and third-party asset managers to identify areas of partnership to support alternative investment asset growth (e.g. events, content).
  • Partner with our sales enablement to customize content and messaging in support of our client segmentation and coverage strategy that support advisor conversations and growth. 
  • Build a learning curriculum, in-person and virtual, to help us bring scale to advisor training based on relative sophistication levels: fundamental, intermediate and advanced. 
  • Create a core and ad-hoc deck library to support national and regional sales efforts.
  • Work with the Marketing team on new campaign ideas and supporting collateral to provision newly launched products or high conviction investment themes.
  • Track content performance metrics like engagement, leads, and conversations, etc. and optimize based on insights.
  • Work closely with the client’s business and compliance contacts to ensure that any materials align to regulatory standards. 

Qualifications

  • Intermediate to advanced knowledge of Alternative Investment asset class and/or product knowledge is a pre-requisite for the role given the specialized nature of the client and associated investments
  • 10+ years of relevant work experience in content marketing, preferably within asset management, private equity or wealth management
  • Alternative Investment asset class and/or product knowledge is a pre-requisite for the role given the specialized nature of the client and associated investments
  • Bachelor’s degree in marketing, communications, finance or related field,
  • CFA or CAIA designation is a plus
  • Exceptional writing, editing and storytelling skills
  • High level of proficiency with Powerpoint
  • Able to work in a fast-paced environment requiring multi-jurisdictional support and off-business hour engagement to support a global sales initiative
  • Able to maintain a high level of productivity and manage multiple competing priorities

Benefits

The base salary range for this role is $150,000 to $185,000.  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.

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The Company
HQ: San Francisco, CA
465 Employees
Year Founded: 2011

What We Do

ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.

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