Internal Sales Representative - U.S. Wealth Associate

Role Overview iCapital Network’s Portfolio Management team is hiring an Internal Alternative Investment Specialist at the Analyst or Associate level. This role focuses on supporting a new set of offerings designed for accredited investors, built in partnership with leading global alternative asset managers. The position sits within a small, collaborative tea…

About the Role We are on the lookout for a dynamic and experienced Assistant Vice President or Vice President of Product Marketing to champion the commercialization of our innovative Alternative Investments platform, specifically targeting private wealth channels. This pivotal role will collaborate closely with Distribution, ISG, and Research teams to implement effective fundraising campaigns, drive lifecycle marketing initiatives, and create engaging programs that resonate with advisors. The successful candidate will excel at distilling complex alternative investment strategies into clear, impactful messaging and scalable marketing initiatives that support capital-raising efforts and encourage deeper advisor engagement across RIAs, independent broker-dealers, private banks, and enterprise wealth platforms.

Role Overview iCapital Network is hiring for an Assistant Vice President or Vice President, Model Portfolio Specialist. This position is based in Greenwich, Connecticut or New York, New York. The role centers on managing alternatives-oriented model portfolio initiatives, working closely with the Team Lead to shape rollout strategies, drive client adoption, and coordinate internal workflows for smooth execution. A strong grasp of alternative investments and how wealth advisors use model portfolios is essential. Main Responsibilities Contribute as a key member of the Research and Due Diligence team, focusing on: Understanding the construction, positioning, and investment rationale for both custom and marketplace model portfolios. Clearly communicating model design, use cases, and ongoing development, especially regarding alternatives integration. Work with Private Wealth Solutions (PWS) to strengthen sales and marketing for: Custom model portfolios, both existing and in development. Marketplace models offered on the iCapital platform. Coordinate with National Accounts to align model portfolio sales efforts with enterprise and home office distribution strategies. Act as the primary sales contact for model portfolios by: Engaging advisors in discussions about model portfolios. Answering questions on portfolio construction, positioning, and execution. Highlighting the unique strengths of iCapital's models compared to competitors. Partner with internal teams to carry out proactive advisor engagement, including: Targeted outbound calling campaigns using home office data. Following up on advisor activity and interest in iCapital-supported models. Collaborate with home office contacts, such as independent broker-dealers and enterprise platforms, to: Gather insights on priority advisors. Support and promote direct sales campaigns. Work with National Accounts and Marketing to develop coordinated engagement strategies that improve distribution and the advisor experience by: Using firm data (segmentation, adoption trends, engagement indicators) to guide targeting and education.

About the Role iCapital Network is on the lookout for a passionate and skilled alternatives product marketer to enhance our Product Marketing team within the marketing and communications division. This pivotal role is integral to the independent advisor solutions group and our iDirect Fund business, which represents iCapital’s rapidly expanding evergreen investment solution arm. This division expertly sources and curates investment opportunities from a select group of fund managers. A key differentiator for iCapital is our collaboration with elite alternative asset managers and premier wealth management platforms. As the investment product marketer, you will work in close partnership with portfolio managers, sales teams, and cross-functional groups to deliver innovative marketing strategies and client engagement initiatives aimed at expanding our evergreen portfolio, which encompasses direct co-investments, funds, and strategic partnerships. Your contributions will be vital in propelling the growth of iCapital’s evergreen registered fund business through the development and execution of robust marketing and go-to-market strategies.

About the Role At iCapital Network, we are on the lookout for a visionary and detail-oriented Product Manager to join our dynamic Client Architecture Solutions team. This pivotal role demands a profound understanding of the U.S. wealth management sector and the enabling role of technology in the scalable distribution of alternative investment products. In this collaborative, results-focused environment, you will work alongside a team of talented professionals dedicated to tackling complex, industry-wide challenges. Your direct partnership with end users and clients will drive scalability and efficiency across essential business processes. As a key player in this role, you will spearhead strategic product initiatives, overseeing the entire product development lifecycle. You will shape and influence your domain—from identifying unmet needs and defining requirements to crafting user stories, developing communication strategies, and testing product features. Our team embraces agile methodologies, allowing us to deploy quickly, learn, and iterate. The ideal candidate flourishes in a fast-paced, entrepreneurial setting and adopts a flexible, multidisciplinary approach to problem-solving.

Join AQR Capital Management as a Macro Strategies - Product Specialist Analyst. In this role, you will be at the forefront of our macro strategies, contributing to the development and dissemination of investment insights and product knowledge. You'll collaborate closely with portfolio managers and research analysts to facilitate effective communication with clients and stakeholders.

About the Role iCapital Network is on the lookout for an enthusiastic and dedicated Product Manager to spearhead the development of our structured investments platform. This role offers a unique opportunity to work in a dynamic, collaborative environment alongside a team of intelligent and driven professionals. You will engage directly with wealth management firms, financial advisors, structured investment issuers, and wholesalers to bring enhanced analysis, scalability, and efficiency to the industry. As part of our team, you will leverage cutting-edge technologies and innovative strategies while having the opportunity to expand your responsibilities as the company flourishes. Your role will encompass the complete product lifecycle, from inception to launch. You will be responsible for identifying unmet market needs, defining product requirements, crafting user stories, developing project communication plans, and testing product features. We thrive on agility and rapid deployment, so a flexible, multidisciplinary approach in a fast-paced, entrepreneurial setting is essential.

About AQR Capital ManagementAQR is a premier global investment firm that operates at the crossroads of financial theory and practical implementation. Our goal is to achieve sustainable, long-term results by discerning the essential factors amidst market fluctuations and rigorously testing our investment ideas. Since 1998, we have emerged as a leader in alternative strategies and a pioneer in traditional portfolio management.At AQR, we foster a culture of academic excellence, intellectual integrity, and a steadfast commitment to uncovering the truths that drive financial markets. Our team is dedicated to questioning established norms and embracing collaboration, as we believe that transparency and openness to innovative ideas are the keys to success.About The TeamThe Global Stock Selection (GSS) group is tasked with managing AQR's strategies related to individual equities and equity-related securities across all global liquid markets. The models developed by GSS are utilized in market-neutral long/short portfolios within AQR hedge funds, as well as in long-only, relaxed-constraint, and low-volatility portfolios for institutional equity mandates and mutual funds.Your RoleAQR Capital Management is on the lookout for a skilled Researcher to join our dedicated team, focusing on proprietary strategies centered on global stock selection. Ideal candidates should possess a strong drive and enthusiasm for implementing innovative ideas, demonstrating independence in overseeing all facets of research projects. Responsibilities include managing data ingestion, processing, analysis, methodology selection, implementation, testing, and performance evaluation. You will collaborate with other researchers, portfolio managers, risk managers, and traders to enhance existing investment strategies and develop new ones. Key responsibilities include:Conducting alpha research and quantitative analyses to refine current investment strategies in partnership with the research team.Performing statistical and economic research using both traditional financial and alternative data to create new alpha signals, overseeing the entire research process in conjunction with a supervising portfolio manager.Building, training, and fine-tuning machine learning models for various applications in investment strategies.

About the Role iCapital Network is seeking a dynamic candidate for the position of Assistant Vice President or Vice President within our Regulatory and Compliance team. This influential role focuses on Distribution Compliance across Latin America. The successful candidate will deliver compliance advisory and supervisory support for the firm’s distribution of alternative investment products in Latin American markets. You will collaborate closely with Distribution, Legal, Product, and Global Compliance teams to ensure that all distribution, marketing, and investor communications adhere to applicable FINRA rules, U.S. securities laws, and jurisdiction-specific and cross-border regulations. Key Responsibilities Act as the primary compliance liaison for distribution teams operating in Latin America. Provide expert guidance on cross-border solicitation rules, private placement regimes, and engagement with non-U.S. investors and placement agents in the region. Work with local legal counsel to evaluate regulatory risks, validate permissible activities, and document compliance positions pertinent to specific jurisdictions. Support compliance efforts related to Regulation D and Regulation S offerings directed at non-U.S. investors, including the establishment of controls around selling restrictions and necessary disclosures. Contribute to the development and enhancement of written supervisory procedures and governance frameworks governing the distribution of alternative investments. Regularly update and maintain policies and procedures in response to new regulatory developments and evolving business initiatives. Monitor and analyze regulatory changes affecting alternative investment distribution in Latin America, including emerging guidance and enforcement trends.

About AQR Capital Management AQR Capital Management is a premier global investment management firm that operates at the convergence of financial theory and real-world application. Since 1998, we have been dedicated to delivering exceptional long-term performance for our clients by cutting through market noise to pinpoint what truly matters and rigorously testing our innovative ideas. Our commitment to practical insights and analysis has established us as leaders in both alternative and traditional investment strategies. At AQR, we foster a culture of academic rigor, intellectual integrity, and an unwavering pursuit of truth. Our team is driven to understand the mechanics of financial markets, continually questioning assumptions and embracing the power of collaboration. We believe that transparency and receptiveness to new ideas are the cornerstones of innovation. The Team We are looking for a full-time Manager to join our U.S. Wealth Team within the Business Development group. This team collaborates with AQR’s clients across North America, Europe, Australia, and the Middle East, providing tailored solutions to meet their investment goals. Our clientele includes some of the world’s largest institutional investors, such as public and corporate pension funds, sovereign wealth funds, and foundations and endowments, in addition to serving the private wealth community and Registered Investment Advisors. The U.S. Wealth group specifically engages with taxable U.S. investors and their advisors, focusing on education, awareness, and the management of new and existing client relationships for AQR strategies. Our dedicated coverage extends to the Family Office community, Registered Investment Advisors, and elite advisors within major Broker-Dealer firms. In this role, you will lead the Internal Sales Associates responsible for supporting distribution in the Independent Broker-Dealer and Wirehouse channels, ensuring exceptional advisor engagement, active sales initiatives, and effective partnerships with external relationship managers.

About the RoleThe Independent Advisor Solutions group at iCapital Network has successfully launched five 1940 Act registered funds and is actively broadening its array of investment offerings. A key differentiator for iCapital is its strategic partnerships with leading alternative asset managers and premier wealth management platforms.iCapital is on the lookout for a seasoned and dynamic Vice President of Investment Product Development. This role demands extensive expertise in semi-liquid structures to bolster our expansion initiatives. Operating within the Independent Advisor Solutions department, which spearheads new product development, business development, and independent investment management, this individual will oversee the creation of diverse investment vehicles aimed at private markets, particularly those focused on the mass affluent segment. This team plays a pivotal role in driving iCapital’s innovation in new fund structures and market access solutions. The ideal candidate will be responsible for the development and execution of new investment products, collaborating closely with both internal teams and external partners to deliver high-quality market offerings.

Join our dynamic team at Interactive Brokers LLC as a Technical Operations Specialist (TOPS). In this pivotal role, you will be responsible for overseeing and enhancing our technical operations, ensuring seamless functionality and efficiency in our systems. You will work closely with various departments to troubleshoot issues, implement solutions, and optimize processes.Your expertise will play a crucial role in maintaining the integrity of our trading platforms and ensuring exceptional service for our clients. If you are detail-oriented and possess a robust technical background, we invite you to apply and contribute to our innovative environment.

Role overview The Vice President of Fund Origination at iCapital Network will play a central part in expanding the alternative investments feeder fund division. Based in Greenwich, Connecticut, this position reports to a Senior Vice President within the Fund Origination team. The focus is on developing new products, structuring investment vehicles, onboarding managers, and managing the full lifecycle of alternative investment funds. Much of the work involves building feeder funds in collaboration with third-party alternative asset managers, with an emphasis on serving the wealth management sector. This team is instrumental to iCapital’s growth into new markets and fund structures. What you will do Lead and manage fund origination projects from early concept through launch. Coordinate with internal teams to keep fund launches on track and efficient. Collaborate with asset managers and wealth managers to design and launch funds that meet client needs, regulatory standards, and business goals. Oversee and help create marketing materials for new investment products. Work closely with Legal and Compliance to obtain necessary reviews and approvals. Prepare and organize documentation for new fund approvals and launches. Make strategic product management decisions for existing funds on the platform. Use your expertise to enhance iCapital’s offerings across different fund structures. Support additional fund launch activities and contribute to strategic projects as required.

About the Role iCapital Network is seeking a dynamic and experienced Vice President to enhance our Structured Investments team. This pivotal role will lead the development, maintenance, and optimization of our structured investments ecosystem on the SIMON technology platform. You will collaborate closely with some of iCapital's key clients, including top investment banks, broker-dealers, private banks, and registered investment advisors across the United States. Your focus will be on formulating and executing our strategic initiatives in the structured investments sector while fostering robust relationships with both new and existing partners. Key Responsibilities Lead the strategic development and execution supporting the Structured Investments business segment. Build and nurture relationships with investment banks and third-party distributors to elevate our product offerings. Ensure harmony among various industry groups to deliver a comprehensive platform solution tailored to stakeholder needs. Own projects and provide in-depth analytical support to team members. Aggregate, maintain, and scrutinize extensive data sets with meticulous attention to detail. Create insightful presentations backed by data analysis for internal discussions and projects. Collaborate with the Client Solutions team to establish meaningful success metrics. Partner with internal technical teams to develop client-centric product offerings. Drive process enhancements, leveraging technology effectively.

About the Role iCapital Network is seeking a dynamic and experienced legal professional to serve as the Head of Legal for Structured Investments and Annuities, stepping into a pivotal role within our esteemed Legal team. The ideal candidate will be a seasoned attorney with extensive experience in financial products, particularly structured investments and annuities, coupled with a robust understanding of the relevant laws, regulations, and industry standards. This position will involve close collaboration with the firm’s senior management and key stakeholders in our structured investments and annuities business lines, as well as fellow attorneys within our Legal and Compliance departments. Responsibilities Function as the general counsel for our structured investments and annuities sectors, providing primary legal counsel on all regulatory and legal matters, including strategic firm-wide initiatives related to our web-based platform, structured investments distribution, broker-dealer operations, and global product expansion. Act as a senior advisor to the firm’s leadership team, including the Head of Structured Products and Annuities, CFO, General Counsel, and business teams on complex commercial, regulatory, and legal issues. Lead and manage a team of attorneys dedicated to delivering legal and regulatory support for our structured investments platform and annuities business, ensuring efficiency and cost-effectiveness, while overseeing outside counsel as needed. Negotiate and manage high-stakes commercial agreements with counterparties and clients, including issuers of structured investment and annuity products, and financial institutions utilizing iCapital's offerings. Champion the modernization of internal legal processes to enhance efficiency and align with firm-wide transformation goals. Qualifications A minimum of 10 years of legal experience within a prestigious law firm or in-house at a broker-dealer or financial technology firm, with a proven track record of managing other attorneys. In-depth knowledge of the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA rules. Familiarity with applicable insurance regulations is advantageous. Proven experience negotiating complex commercial agreements with high-profile clients and counterparts. Exceptional leadership and interpersonal skills.

Join iCapital, a pioneering leader in the alternative investment marketplace, revolutionizing how advisors, wealth management firms, asset managers, and banks evaluate and recommend tailored public and private market strategies for high-net-worth clients. Our cutting-edge financial technology platform oversees approximately $945 billion in global client assets invested in 1,940 funds as of June 2025.Recognized in the Forbes Fintech 50 for seven consecutive years (2018-2024) and awarded as a top startup employer by Forbes from 2021-2023, iCapital is committed to innovation and excellence in the financial sector.About the RoleWe are seeking an AI Operations Lead to spearhead the governance and scaling of AI capabilities throughout our organization. Reporting to the Head of AI, this pivotal role ensures that our AI systems are deployed responsibly, effectively monitored, and yield measurable business value.This position focuses on integrating AI solutions into business workflows, collaborating with engineering, product, compliance, and finance teams to identify use cases, deploy solutions, manage AI vendors, and track performance, costs, and ROI. The ideal candidate will champion responsible AI practices, operational controls, and monitoring frameworks to ensure alignment with business objectives while promoting enterprise-wide adoption of AI tools and automation.

About the Role Join iCapital Network as an Associate on our Implementation Specialists team, where you will play a vital role in facilitating platform integrations for both new and existing enterprise clients. Your support will be pivotal in enhancing the ongoing platform experience for our current clients. Key Responsibilities Assist in managing all facets of integrations for wealth managers and asset management clients, which includes project management, client discovery, business process design, data integrations, platform setup, testing, and deployment. Oversee program management tasks by creating comprehensive project plans, identifying risks, and ensuring accountability among stakeholders. Implement client specifications through white-label setups and platform configurations. Enhance the platform experience for existing strategic clients to maximize their engagement. Develop a deep understanding of client businesses and their integration with the iCapital platform. Collaborate with Product Managers to identify product gaps and opportunities, assess potential solutions, and implement new features. Proactively drive operational efficiencies and improvements to the platform. Work with Operations and Product Management teams to resolve platform issues effectively. Document and refine procedures, processes, and workflows, aiding in the creation of client-facing materials. Partner with Product Managers, Relationship Managers, and Operations teams to meet our clients' needs.

AQR Capital Management, a global investment management firm, is seeking an Associate Macro Trader to join our dynamic trading team. This role offers a unique opportunity to engage in macro trading strategies and contribute to our portfolio management efforts.

Join AQR Capital Management as a Data Compliance Associate or Vice President, where you will play a vital role in ensuring the integrity and compliance of our data handling processes. You will work closely with various teams to promote best practices in data governance and compliance. Your expertise will help us navigate regulatory requirements and maintain our commitment to high ethical standards.