Investment Solutions Product Marketing - Assistant Vice President / Vice President

iCapital; New York (NY); Hybrid; USD 120,000 - 185,000; Full time

Job summary

Join a forward-thinking company as a Product Marketer, where your expertise in financial services will drive engagement and adoption of innovative investment solutions. This dynamic role involves crafting go-to-market strategies, managing multi-channel campaigns, and collaborating with stakeholders to ensure alignment with business goals. With a strong emphasis on analytical skills and communication, you'll play a key role in enhancing the iCapital platform's visibility and effectiveness. Enjoy a flexible work environment, competitive salary, and comprehensive benefits as you contribute to transforming the alternative investment landscape.

Benefits

Employer matched retirement plan

100% employer paid dental and vision

Telemedicine services

Unlimited paid time off (PTO)

Annual performance bonus

Equity for all full-time employees

Qualifications

• 7-15+ years of experience in product marketing within financial services.
• Strong analytical and communication skills are essential.

Responsibilities

• Develop and execute marketing strategies for investment products.
• Plan and optimize multi-channel marketing campaigns.

Skills

Product Marketing

Financial Services Marketing

Analytical Skills

Communication Skills

Project Management

Education

Bachelor's degree in marketing, business, or related field

MBA

Job description

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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).

About the Role

iCapital is seeking a dynamic and experienced Product Marketer to join our Investment Solutions Product Marketing team within the Product and Audience department. This role will report to the Head of Product and Audience Marketing and will be responsible for developing and executing marketing strategies to drive awareness, engagement, and adoption of the comprehensive iCapital investment product offerings. The ideal candidate will have a strong background in financial services marketing, with a focus on annuities, structured investments, alternative investments, or similar products.

Responsibilities

• Marketing Strategy:Support the strategy, development, and execution of go-to-market plans for iCapital’s Alts and Structured Investments and Annuities platform and Alternatives Distribution and Structured Investments, including SI Distribution, m+ funds, and outcome driven strategies.
• Client Engagement: Facilitate rollouts of platform enhancements and tools across multiple owned and paid channels including email, on-platform communications, events, digital campaigns, social, and webinars with existing client base.
• Campaign Management:Plan, execute, and optimize multi-channel marketing campaigns to drive product adoption and engagement of the iCapital platform.
• Content Creation:Develop and manage utilization of various sales enablement materials such as presentations, fund fact sheets, brochures, case studies, and product demos to communicate the platform and products’ value to potential and existing customers.
• Stakeholder Collaboration:Work closely with internal stakeholders, including the Business Development team, Product Management, Compliance, and Marketing Communications organization, to ensure alignment of marketing initiatives with business goals.
• Market Research:Conduct market research to identify trends, a competitive landscape, and customer needs to inform marketing strategies.
• Performance Analysis:Monitor and analyze the performance of marketing campaigns, providing insights and recommendations for continuous improvement.

Qualifications

• Bachelor’s degree in marketing, business, or a related field; MBA is preferred
• 7-15+ years of experience in product marketing within the financial services industry, with a focus on annuities, structured investments, alternative investments, or similar products
• Proven track record of developing and executing successful marketing campaigns
• Strong analytical skills and the ability to interpret data to drive marketing decisions
• Excellent written and verbal communication skills
• Able to manage multiple projects and prioritize effectively in a fast-paced environment
• Strong collaboration and relationship-building skills

Benefits

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