Responsibilities

• Manage vendor onboarding, purchase orders and invoices and ensure every vendor payment is accurately coded, properly approved, and processed on time.
• Maintain a live marketing budget tracker reflecting actuals versus plan across all spend categories and support monthly reconciliation.
• Assist with the annual marketing budget planning process.
• Maintain the team's day-to-day project management tool, keeping boards current, status fields accurate, and naming conventions consistent so the system is always a reliable source.
• Conduct regular audits to identify stale boards, outdated tasks, workflow gaps, flagging issues and implementing fixes to keep the system clean.
• Manage the campaign intake and prioritization framework.
• Partner with the Marketing Analytics team to assemble and distribute monthly marketing analytics reports.
• Support quarterly OKR and KPI data consolidation and the annual strategic planning process.
• Assist with internal communications and team engagement initiatives, coordinating logistics, drafting content, and managing distribution for team-wide updates.

Requirements

• 1-5+ years of experience in marketing operations, project coordination, business operations, or a related field
• Hands-on experience with project management platform tools (i.e. Workfront, Monday.com, Asana)
• Demonstrated ability with boards, managed workflows, and holding others accountable to keeping systems updated
• Experience supporting budget tracking, invoice processing, or procurement workflows
• Comfortable owning a tracker and reconciling numbers regularly
• Strong organizational and time-management skills with the ability to manage multiple workstreams simultaneously
• Strong written and verbal communication skills, with the ability to distill complex information into clear, concise formats for leadership audiences
• Proficiency in Microsoft Office, particularly PowerPoint and Excel
• Experience with procurement and requisition platforms
• Experience building SOPs, process documentation, or training guides
• Familiar with OKR frameworks, KPI tracking, or corporate planning cycles
• Comfort creating polished, executive-ready presentation materials for senior leadership audiences

Benefits

• The base salary range for this role is $65,000 to $80,000.
• 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.