The Project Manager will integrate legacy platforms into the iCapital Data Solutions team, streamlining data aggregation and enhancing efficiency. Responsibilities include documenting user stories in JIRA, working closely with engineering teams, and facilitating stakeholder engagement. The role requires managing projects, leading teams, and documenting issues and progress.

The Product Manager Vice President will oversee the integration of data solutions, facilitate communication across teams, document user stories, and enhance platform functionality by engaging with users and stakeholders. This role involves managing the product development lifecycle and ensuring alignment with company strategy while monitoring success metrics and producing internal and external documentation.

As a Sales Engineering Assistant Vice President at iCapital, you will support growth initiatives by collaborating with teams to analyze market trends, create pricing models and propose solutions for enterprise clients. This role requires a strong client service background, excellent communication skills, and the ability to excel in a fast-paced environment.

The role involves developing robust quantitative financial models and collaborating with researchers to integrate risk analytics into the firm's technology platform. Responsibilities include creating financial engines, documenting methodologies, and ensuring effective delivery of analytics with excellent user experience.

The Client Success Manager will guide clients through onboarding and ensure they maximize the value from identity management solutions. Responsibilities include fostering relationships, providing support on compliance processes, delivering training, and collaborating with product teams, all while monitoring client success and working towards renewal and upsell opportunities.

The Analyst will join the International Investor Relations team focusing on the Canadian market. Responsibilities include assisting financial advisors, guiding clients, providing ongoing support, managing fund closings, ensuring timely account maintenance, and maintaining strong client relationships to optimize the client experience.

As a Client Delivery Specialist Associate, you will manage data conversion projects and support financial data automation for client onboarding and reporting. Your role involves transforming and integrating financial data, providing timely client information, and ensuring data integrity using advanced tools.

The Compliance Officer will assist in developing compliance strategies and guidelines for iCapital’s APAC operations. Responsibilities include collaborating with management and external partners, implementing compliance policies, and ensuring the firm meets regulatory obligations. The role requires substantial experience in compliance within regulated financial entities.

The Vice President of Platform Operations will lead efforts to improve operational efficiency and data quality for the Document Center at iCapital. Responsibilities include overseeing document management, monitoring data integrity, resolving issues, collaboration with third-party providers, and implementing quality control measures.

The Vice President will lead the Platform Operations team overseeing technical and operational requirements for alternative investments. Responsibilities include managing daily operations, client issues, and implementing best practices while ensuring high-quality deliverables and team accountability in a fast-paced environment.

The Vice President will lead the compliance marketing program for registered funds, ensuring compliance with SEC and FINRA regulations. Responsibilities include reviewing marketing materials, establishing compliance procedures, collaborating on marketing initiatives, and training staff to meet regulatory requirements.

The Associate will join the Regulatory and Compliance team to enhance iCapital's compliance program for registered 1940 Act products. Responsibilities include reviewing marketing materials, conducting compliance testing, maintaining policies, providing training, and monitoring regulatory developments.

The Vice President of Compliance at iCapital will lead the compliance marketing program for registered funds, ensuring compliance with SEC and FINRA regulations. Responsibilities include reviewing marketing materials, establishing compliance procedures, collaborating on marketing initiatives, and developing training programs. The role also entails maintaining compliance policies and responding to regulatory inquiries.

The role focuses on business development and relationship management within the wealth management industry, specifically targeting Broker Dealers. Responsibilities include developing client relationships, leading demonstrations, collaborating with teams, and managing internal projects while supporting the structured investments platform.

The developer will create and maintain a secure portal for document downloads using Python, integrating APIs and web scraping to automate document retrieval. Responsibilities include ensuring data security, optimizing performance, and collaborating with cross-functional teams.

The Solutions Engineer will engage with clients to design and implement tailored KYC and KYB solutions on iCapital's identity management platform. Responsibilities include technical integration, compliance expertise, client demos, and collaborating across teams to ensure successful onboarding and long-term satisfaction. The role requires extensive experience in regulated environments, API integration, and strong communication skills.

The Office Coordinator will maintain daily operations in the Toronto office, ensuring cleanliness, managing supplies, handling deliveries, coordinating employee onboarding, and supporting office events to enhance employee experience.

The Accreditation Analyst role involves onboarding accredited investors, reviewing applications, verifying documents, facilitating customer support, conducting database research, and ensuring compliance with regulatory requirements. This position requires close collaboration with the accreditation team and involves significant client interaction and independent analytical work.

The UX/UI Designer will enhance features for a financial technology platform, creating pixel-perfect designs and prototypes, employing user-centered design practices, and collaborating with developers and product managers. Responsibilities include generating wireframes, providing design specifications, managing multiple projects, influencing teams, and leading design initiatives.

The Project Manager will enhance iCapital’s platform integration, collaborating with product managers and technology leads. Responsibilities involve documenting user stories, managing project timelines through JIRA and Monday.com, and ensuring cross-functional team collaboration to meet business objectives.