Responsibilities

• Conceptualize and draft insightful, informative, and engaging B2B long-form and short-form content initially supporting iCapital’s Independent Advisor Solutions program including presentations, brochures, emails, social media, websites, events, thought leadership, and videos.
• Oversee the iDirect Fund Series investment marketing to ensure materials are developed and updated in a timely manner. Focus areas include product sales sheets, presentations, performance reports, website content support, webinar replays, email communications, and event support.
• Collaborate closely with the Independent Advisor Solutions team, including Portfolio Managers and Product Managers, to support strategic initiatives and cross-functional investment product development.
• Develop GTM strategies for new publicly registered funds and ongoing investment product support.
• Create collateral, white papers, presentation decks, guides, video and demo scripts, and marketing content for both internal and external distribution.
• Conduct research and interviews to gather relevant information and data for content creation.
• Iterate, edit, proofread, and update content based on client or internal feedback to ensure accuracy and clarity.
• Safeguard quality, brand tone of voice, and style across all channels and materials.
• Manage multiple projects and meet deadlines.
• Stay updated on industry trends and incorporate them into content creation.

Requirements

• Bachelor’s degree in business, marketing, communications, or a related field
• 7-15 years of experience as an investment product marketer and content writer within the financial services industry, with a focus on alternative investment, private market funds, or similar products
• Broad understanding of how to effectively market to RIAs and Independent Broker Dealers
• Proven track record of creating high-quality B2B content
• Excellent writing, editing, and proofreading skills
• Strong research and analytical skills
• Able to work independently and collaboratively, manage multiple projects and prioritize effectively in a fast-paced team environment
• General knowledge and understanding of FINRA and SEC marketing and advertising guidelines
• FINRA Series 7 and 63 registrations are strongly preferred

Benefits

• The base salary range for this role is $120,000 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.