This highly visible product management role is within the Pre-Investment Product organization, focusing on shaping experiences and platform capabilities for alternative investment opportunities. The individual will work at the intersection of Product, Engineering, Data, Operations, and Client Solutions to contribute to intuitive marketplace experiences and scalable solutions. This position offers the opportunity to influence the evolution of the pre-investment experience, supporting future growth, product innovation, and platform expansion.
Responsibilities
Own the vision, strategy, roadmap, and execution for product discovery, research, diligence, and access capabilities across the iCapital platform
Partner with internal stakeholders and external clients to identify business challenges and develop innovative solutions that improve the pre-investment experience and client satisfaction
Lead large-scale cross-functional initiatives involving multiple teams, systems, and business processes while balancing tactical delivery with long-term platform strategy
Manage the end-to-end product lifecycle from discovery through launch and continuous improvement, including prioritization, requirements definition, testing, rollout planning, adoption monitoring, and iterative enhancement
Translate complex business workflows into intuitive user experiences by defining business requirements, user stories, process flows, acceptance criteria, business rules, and success metrics
Partner with Engineering and Architecture teams to build scalable services that improve search, browsing, filtering, discovery, comparison, personalization, fund visibility, and product accessibility across the platform
Develop a deep understanding of investment product data, user personas, and user journeys to enhance research and diligence experiences and support informed investment decisions
Utilize qualitative and quantitative insights to improve user engagement, platform adoption, operational efficiency, and self-service capabilities for internal and external users
Identify opportunities to leverage artificial intelligence, automation, and workflow optimization to simplify operational complexity and enhance product research, discovery, and investment decision support
Communicate priorities, progress, risks, dependencies, and strategic decisions effectively to stakeholders and senior leadership
Investigate production issues, identify root causes, and drive tactical resolutions and long-term improvements that create scalable foundations for future platform growth and innovation
Requirements
6–10+ years of product management experience within fintech, wealth management, asset management, investment technology, enterprise software, SaaS platforms, or related industries
Proven experience owning and scaling complex products from strategy and discovery through execution, launch, adoption, and continuous improvement
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Demonstrated ability to independently lead large-scale, cross-functional initiatives
Experience building marketplace, search, discovery, recommendation, workflow, research, or data-driven products
Strong understanding of access management, entitlement frameworks, visibility rules, permissions, configuration-driven systems, or administrative platforms, including the development of scalable and transparent access capabilities
Able to model complex business domains and translate business concepts into logical entities, relationships, workflows, business rules, and scalable platform capabilities
Experience creating or reviewing domain models, process flows, user journeys, workflow diagrams, system interactions, and business architecture artifacts
Knowledge of technical tradeoffs and proven ability to contribute meaningfully to discussions involving APIs, integrations, platform architecture, scalability, data models, and system design
SQL proficiency and comfort working directly with data to investigate issues, validate assumptions, measure outcomes, and inform product decisions
Strong analytical and problem-solving skills with the ability to navigate ambiguity and make informed decisions
Exceptional communication, organization, and stakeholder management skills, including experience working directly with executive leadership, clients, business partners, and engineering teams
Familiar with alternative investments, advisor platforms, broker-dealer ecosystems, RIAs, wealth management workflows, or investment product distribution is strongly preferred
Experience with modern product, technical, and collaboration tools, including Jira, Confluence, Figma, analytics platforms, API development tools, AI productivity tools, and data visualization solutions
Benefits
Equity for all full-time employees
Annual performance bonus
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
Unlimited paid time off (PTO)
Important Details
Work format: in the office Monday-Thursday, with flexibility to work remotely on Friday
About the Company
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).
