Responsibilities

• Support the development, maintenance, and updating of product marketing collateral, including fact cards, presentations, fund tiles, FAQs, and product updates, using established messaging and positioning frameworks.
• Ensure consistent and accurate use of approved language across client facing and sales enablement materials, in line with brand, regulatory, and compliance standards.
• Own version control and organization of approved marketing materials, ensuring teams have access to current, ready-to-use assets.
• Partner with the Product, Investments, and Performance teams to gather inputs for routine updates and translate them into clear, execution ready materials.
• Support the compliance review and approval process by coordinating submissions, tracking feedback, and managing final approvals and archival.
• Assist with sales enablement execution, including preparation of pitch decks, product overviews, competitive comparisons, and internal training materials.
• Support product launches and ongoing product readiness by helping prepare launch communications, user guides, platform overviews, and internal enablement resources.
• Contribute to campaign and communication execution by coordinating assets, supporting email distributions, and tracking timelines and deliverables.
• Maintain competitive and market reference materials by collecting, organizing, and updating publicly available product and feature information.
• Track basic adoption, engagement, and campaign performance metrics using existing dashboards and templates, and prepare summary reports.
• Collaborate with international and cross functional partners to ensure alignment, accuracy, and timely delivery of materials.
• Assist with audience list preparation, segmentation updates, and distribution logistics.

Requirements

• 1–5+ years of experience in product marketing, financial services, investment management, technology marketing, or a related field
• Strong written communication skills and attention to detail; ability to work within established guidelines and templates
• Highly organized, with the ability to manage multiple priorities and recurring deliverables
• Interest in financial products and technology platforms; willingness to learn investment and product concepts
• Comfort working with spreadsheets, trackers, shared documentation, and basic analytics tools

Preferred

• Experience working in a compliance‑regulated environment is a plus
• Familiar with CRM tools, CMS platforms, email systems, analytics dashboards, or AI‑enabled productivity tools is a plus

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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.