Product Manager, Investment Reporting - Vice President

About the Role

iCapital is seeking a highly motivated Product Manager to help develop the post-investment advisor platform experience, primarily Investment Dashboard. This individual will be working in a collaborative, results-driven environment with smart and hardworking teammates. This role will set out to solve industry-wide problems concerning alternative investment reporting and contribute to the post-investment roadmap at iCapital. This is an opportunity to employ the latest technologies to drive innovative solutions, with room to grow and broaden responsibilities as the company grows. The ideal candidate will embrace a flexible, multi-disciplinary approach in a fast-paced, entrepreneurial environment. 

Responsibilities

• Lead engagements with internal stakeholders and end users to identify and deliver solutions to core functional areas and user experiences. 


• Define product requirements by writing detailed user stories and acceptance criteria for software engineers. 


• Manage the end-to-end lifecycle of product feature development from conception to launch, including testing and iteration. 


• Lead and manage a small team of product managers to collectively drive successful outcomes.


• Test and review online product upgrades and ensure flawless execution. 


• Own the product roadmap for specific features or segments of the platform, determining prioritization and ensuring that deliverables are met on time and within scope. 


• Communicate effectively with business stakeholders to gather requirements, provide updates, and align product vision and strategy. 


• Develop and maintain comprehensive project communication plans, ensuring transparency and alignment across teams such as UX Design, Engineering, Sales, Marketing, Legal, and other product lines. 


• Investigate bugs and, when appropriate, identify tactical solutions to production issues impacting users. 


• Monitor the performance of product features post-launch and continuously seek opportunities for improvement. 


• Foster a culture of excellence and continuous learning within the team to maintain high standards of work, product quality, and communication. 


• Maintain awareness of the competitive landscape from a business, legal and compliance perspective.


• Step outside the product realm when appropriate to contribute to the team and overall company mission.  

Qualifications

• 8 years of experience in product management, preferably within fintech, wealth management, or related industries


• Strong analytical skills with a proven track record of solving complex, ambiguous problems and pushing initiatives to conclusions through innovative solutions


• Proven track record of managing technical teams, sprints, and projects, organizing requests and prioritizing, ultimately driving a roadmap


• Detail-oriented, with the ability to write comprehensive user stories and acceptance criteria 


• Strong interpersonal skills and capable of building relationships to gain buy in and achieve business results


• Experience with or willingness to become an expert in the alternative investments space, understanding both the product intricacies and wider industry to drive informed decision making


• Demonstrated ability to work collaboratively in a results-driven, entrepreneurial environment


• Experience with agile methodologies and a mindset that embraces quick deployment, learning, and iteration


• Excellent communication skills, with the ability to engage executive management for ideas and resolutions


• A customer-centric approach, with experience engaging directly with clients to gather insights and feedback and a knack for quick and thoughtful problem solving


• Flexible and adaptable, able to manage multiple priorities and adjust to changing demands and timelines


• Desire to grow and take on increasing responsibilities within a rapidly expanding company


• Experience with alternative investment reporting and interactions with advisors and advisor teams is preferred

Benefits

The base salary range for this role is $140,000 to $175,000.  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.