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iCapital
Greenwich, CT, USA
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Jobs//New York City, NY//Marketing//

Channel Marketing - Vice President

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Employer Provided Salary: 140,000-160,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and 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); and a three-time winner of MMI/Barron’s 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 and execution of strategic marketing plans and communications tied to the launch of our integrated platform offering, primarily targeting enterprise wealth management firms and financial advisors.

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

Responsibilities

  • Develop strong relationships with internal teams and participate in ongoing Product and Platform team discussions to obtain an in-depth understanding of platform features, key project timelines and the perspective of a US-based wealth manager, financial advisor, and RIA.
  • Author comprehensive marketing briefs to guide internal and external discussions, inform internal marketing teams of needed deliverables, and facilitate project management across the broader Marketing team.
  • Design detailed marketing plans tied to various phases of the platform launch.
  • Define, sign off, schedule, and deliver a consistent, effective, and high-volume stream of communications and customized multi-channel campaigns.
  • Ensure accurate and engaging messaging and design, and ensure stringent compliance standards are implemented across all communication channels spanning email, webinars, PR, events, social media, collateral, videos, web, presentations, and more.
  • Communicate updates that will affect campaign assets proactively and clearly and set realistic timeline expectations with stakeholders and team members supporting execution. Ensure business owners get early and frequent views of work in progress.
  • Have a solid working knowledge of Marketing tools and platforms, and constantly evaluate new tools, techniques, and approaches, and make budgeted recommendations when appropriate.
  • Work with Marketing data strategist to build relevant metrics and dashboards and actively monitor and publicize campaign results and trends vs. goals.
  • Draw on insights to devise and optimize strategies to enhance future results; identify opportunities to accelerate output and 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
  • Bachelor’s degree in a business-related field
  • Must have strong knowledge of various types of financial investments and markets (preferably in the alternatives, structured investments, or annuities space)
  • FINRA Series 7 license is preferred
  • Analytical and data-driven when it comes to understanding sophisticated product and platform features, identifying campaign impact and meeting KPIs
  • An advisor-centric mindset that maintains an unyielding focus on the end user experience, capturing user attention and fulfilling intended audience needs
  • Highly proficient in Office applications and a strong understanding of the capabilities of enterprise-level email Marketing platforms (i.e., Pardot, HubSpot) and CRMs (i.e., Salesforce)
  • Natural leader and self-starter who easily navigates ambiguous situations while being resourceful and solutions-oriented; and is comfortable balancing multiple workstreams simultaneously with limited supervision
  • Able to work at both strategic and tactical levels, generate innovative ideas and manage the execution of campaigns and projects that span multiple teams
  • Work productively and collaboratively to solve issues, act swiftly, and be willing to step in and 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, and consistently meeting deadlines
  • Top-notch verbal and written communication skills; can well-articulate campaign objectives, challenges, solutions, and 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 and 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, 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. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and 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 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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headshot of icapital Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan
Rachel Cheeks-Givan
Global Head of Diversity, Equity and Inclusion
A BIG VISION
Striving to make an impact in an inclusive way
iCapital’s Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan has had a tenure featuring big milestones, like rolling out an overarching DEI strategy, iBelong at iCapital (rooted in four pillars: colleagues, culture, community, and clients), and creating a Global DEI Governance Committee and a Global DEI Steering Committee. With more plans ahead, there’s no sign of slowing down. “Our aspiration is to be the most inclusive organization in the world, as diverse as the society around us, where everyone feels safe and valued for their unique perspectives and experiences,” she said.
iCapital’s Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan has had a tenure featuring big milestones, like rolling out an overarching DEI strategy, iBelong at iCapital (rooted in four pillars: colleagues, culture, community, and clients), and creating a Global DEI Governance Committee and a Global DEI Steering Committee. With more plans ahead, there’s no sign of slowing down. “Our aspiration is to be the most inclusive organization in the world, as diverse as the society around us, where everyone feels safe and valued for their unique perspectives and experiences,” she said.
iCapital is deeply committed to diversity, equity, and inclusion in everything we do. We believe strongly that diverse perspectives lead to greater collaboration, innovation and growth for our business, our clients and, ultimately, our people.
FURTHER THE BUSINESS
Exploring opportunities to innovate
“My favorite element of iCapital’s culture is its dedication to innovation,” said SVP of Technology Shay Hasnat. And that commitment is underscored by a current project about which Hasnat is excited: bringing together multiple applications into what Hasnat called a “unified platform” that will help users engage with a breadth of investment vehicles. It’s a project that Hasnat said has both big potential for users and iCapital. “It unlocks our ability to innovate and reproduce success in one part of the business by leveraging the technologies and services created by another,” Hasnat said.
“My favorite element of iCapital’s culture is its dedication to innovation,” said SVP of Technology Shay Hasnat. And that commitment is underscored by a current project about which Hasnat is excited: bringing together multiple applications into what Hasnat called a “unified platform” that will help users engage with a breadth of investment vehicles. It’s a project that Hasnat said has both big potential for users and iCapital. “It unlocks our ability to innovate and reproduce success in one part of the business by leveraging the technologies and services created by another,” Hasnat said.
Our company culture offers a unique combination of an innovative and fast-paced start-up environment but with the stability and reputation of a well-established financial firm.
Shay Hasnat
SVP of Technology
Ilona Herbst
VP of Corporate Reporting and Head of Equity
INVESTING IN THE TEAM
Professional growth you can bank on
Lateral moves can facilitate big growth. That’s the case for finance leader Ilona Herbst, who spent her starting years at iCapital as executive assistant to CEO Lawrence Calcano — which Herbst called “a uniquely privileged opportunity” — before moving to corporate finance a few years ago. “iCapital culture is to promote from within. The flexibility of the company enabled me to grow into the new role and to develop new processes and workflows,” she said. Further, Herbst said recent career path dialogue with her managers touched on certifications to obtain for supporting her career.
Lateral moves can facilitate big growth. That’s the case for finance leader Ilona Herbst, who spent her starting years at iCapital as executive assistant to CEO Lawrence Calcano — which Herbst called “a uniquely privileged opportunity” — before moving to corporate finance a few years ago. “iCapital culture is to promote from within. The flexibility of the company enabled me to grow into the new role and to develop new processes and workflows,” she said. Further, Herbst said recent career path dialogue with her managers touched on certifications to obtain for supporting her career.
I feel encouraged by management and their support of my career path and the ability to openly discuss it.
headshot of icapital Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan
headshot of icapital Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan

What are iCapital Perks + Benefits

Culture
Volunteer in local community
The Philanthropy Committee has been leading our company’s efforts to support organizations such as Northwell Health and City Harvest, which have been serving on the frontlines within our communities
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Remote work program
All employees have the opportunity to work remotely on Thursday or Friday of each week. In addition, employees have four weeks available to them to work remotely throughout the year.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
A 100% employer paid benefit
Vision insurance
A 100% employer paid benefit
Health insurance
To help lower the cost of employee monthly healthcare premiums, we offer a rich benefits program that's generously employer subsidized
Life insurance
Wellness programs
We partner with United Healthcare Oxford and offer their Sweat Equity Program for gym reimbursement
Mental health benefits
We offer First Stop Health, an employer paid benefit, providing 24/7 telemedicine and virtual mental health counseling to both employees and their families
Financial & Retirement
401(K)
401(K) matching
We match 100% of an employee's contributions up to 3% of their annual gross salary
Company equity
Employee stock purchase plan
We allow qualified employees to purchase company shares.
Performance bonus
Pay transparency
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
We offer unlimited sick time to all full time employees
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
We host monthly themed happy hours
Home-office stipend for remote employees
All new employees receive a laptop, computer monitor, keyboard, and mouse. As we continue to work remotely during COVID-19, we have provided all employees with necessary computer accessories
Mother's room
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Continuing education available during work hours
Paid industry certifications
The certificate provided is related to the employee's role and considered a necessity for them to perform their job function.
Personal development training
View full list of perks + benefits
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