Product Manager, Registered Funds - Vice President

The role

This person will build and manage an evergreen portfolio including direct co-investments, funds, and strategic partnerships. They will drive growth for the evergreen registered fund business by overseeing fund operations, investor relations, marketing, and distribution strategy.

What you will do

• Own all aspects of fund operations and business growth, excluding investment decisions and external marketing.
• Oversee marketing initiatives for the fund, including creating and maintaining fundraising presentations, portfolio review materials, quarterly investor call content, and other marketing collateral.
• Partner closely with the Portfolio Manager on the business of the fund, managing distributions, liquidity, and communications with current and prospective investors.
• Build and maintain strategic relationships with leading distribution platforms in the wealth management channel.
• Coordinate cross-functionally with Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams.
• Oversee recurring reporting for investors and the Board, ensuring accuracy, timeliness, and clarity.

Required qualifications

• 8+ years of relevant professional experience in financial services
• Bachelor’s degree
• Proven ability to build strong, trusted relationships with internal teams and external clients
• Exceptional organizational and time management skills
• High attention to detail and accuracy in all deliverables
• Excellent written and verbal communication skills

Nice to have

• CFA, CAIA, or MBA
• Experience with 1940 Act funds and private markets

Benefits

• salary
• equity for all full-time employees
• annual performance bonus
• employer matched retirement plan
• generously subsidized healthcare
• 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• parental leave
• unlimited paid time off (PTO)

About the company

iCapital is seeking a Vice President Product Manager to join its Independent Advisor Solutions team. The team has launched five 1940 Act registered funds and continues to expand its investment offerings.