Job description
About the Role
iCapital is building a bold new path for retirement portfolios and is seeking a strategic leader to help drive the expansion into the Collective Investment Trust (CIT) space, particularly focused on alternative asset classes. The team is not here to tweak the edges of retirement investing, it is here to reinvent it. iCapital’s entrepreneurial team is building a bold new path for retirement portfolios, where innovation drives progress and legacy approaches are reimagined.
This role sits at the intersection of product innovation, client engagement, and operational execution. The ideal candidate will be a key player in shaping how alternative managers bring private market strategies to defined contribution plans, helping to unlock new opportunities for retirement investors. As part of a fast-moving, entrepreneurial team, this individual will collaborate across functions and with external stakeholders to design, launch, and scale CIT solutions that challenge legacy approaches and deliver meaningful impact.
Responsibilities
- Serve as a senior relationship lead and subject matter expert for alternative investment managers entering the CIT and retirement space.
- Lead product development and implementation efforts for private market and alternative CITs, coordinating across Legal, Compliance, Operations, and Technology teams.
- Drive strategic conversations with clients and partners to design innovative CIT structures aligned with regulatory requirements and market needs.
- Oversee complex onboarding and launch processes, ensuring seamless execution and long-term servicing success.
- Represent iCapital in industry forums, regulatory discussions, and client engagements as a thought leader in alternatives in retirement.
- Identify and implement scalable solutions to improve efficiency, accuracy, and client experience across the CIT lifecycle.
- Collaborate with internal teams to develop educational and marketing materials that support product adoption and client understanding.
- Contribute to the broader growth strategy of iCapital’s Alternatives in Retirement Portfolios business.
Qualifications
- 10+ years of experience in financial services, with deep exposure to investments, trust administration, or retirement products
- Strong understanding of alternative investment structures and their integration into pooled vehicles like CITs
- Proven ability to lead cross-functional initiatives and manage complex client relationships
- Familiar with regulatory frameworks governing CITs (DOL, IRS, OCC) and retirement plan structures
- Experience with fund administration platforms (e.g., Geneva, Investier, Investran, InvestOne) is a plus
- Excellent communication, project management, and strategic thinking skills
- Entrepreneurial mindset with a passion for building new businesses and challenging industry norms
- Bachelor’s degree in business, finance, or related field; advanced degree or industry certifications (e.g., CAIA, CFA) is preferred
Benefits
The base salary range for this role is $160,000 to $245,000. 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.
