Product Manager(Automated Workflow Management) - Associate / Assistant Vice President

Product Manager – Associate / Assistant Vice President  

Department: Operations Product  

Location: New York

 

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $176 billion in global client assets invested in 1,433 funds, as of December 2023. 

 

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).  

 

About the Role 

iCapital is seeking a highly motivated Product Manager to join the Automated Workflow Management team in Operations Product. The Operations Product team is responsible for utilizing the latest technologies to bring the highest level of efficiencies across a wide range of core business processes across iCapital. We strive to solve the most complex problems with real impact to business operation costs, with a vision towards driving revenue with packaged technology product solutions across the alternatives industry.  

This role will be working in a team-oriented environment with smart and hardworking individuals in a results-oriented culture with support from the Executive Management. This is an opportunity to solve fun and complex industry wide problems, spanning across various alternative investment products. This individual will be working directly with end users and clients to bring scale and efficiency across a multitude of business processes, and various user experiences for key critical online functions. This position will utilize the latest technologies and innovative solutions, with room to grow or broaden your responsibilities as the company grows. This role will be responsible for various areas of product building, will be able to define their own space, and work towards identifying unmet needs, defining requirements, writing user stories, developing project communication plans, and testing product features.  

 

We live and breathe agile and deploy fast, to learn and iterate quickly. Having fun while doing it is a big part of who we are so the ideal candidate will embrace a collaborative, multi-disciplinary team in a fast-paced, entrepreneurial environment. 

 

Responsibilities 

• Execute the strategic road map and lead the direction of the product in partnership with stakeholders. 
• Help lead engagement with end users and clients to identify and deliver solutions to core functional areas and user experiences. 
• Monitor and work with the production support team to improve the daily production process. 
• Work with UX Design teams, Technology, and other partners in scoping different solutions, writing user-stories and preparing the organization for product launches. 
• Help identify the highest leverage areas and mobilize key constituents quickly to deliver great products. 
• Test and review online product upgrades to ensure flawless execution. 
• Develop a strong understanding of business impacts and work with others to manage concurrent requests and requirements. 
• Monitor the performance of the product and continuously improve it through all the life-stages of a product. 
• 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 

• 3 to 8+ years of experience in product management in a fast-paced, agile environment 
• Critical thinker and comfortable with the unknown 
• Willingness to dig deep, analyze, and know the ins and outs of how things work 
• Natural problem solver and driven to push initiatives to conclusions 
• Great communicator and comfortable engaging others for ideas and resolutions 
• Comfort with leveraging SQL and able to generate conclusions based on data being presented 
• Capable of growing into a role of managing, in terms of organizing requests and priorities 
• Develop a solid understanding of organizational data flow and its impact on business processes 
• Strong technical background and understanding; able to construct wireframes and design user experiences while understanding basic API functionalities 
• Capable of building relationships to gain buy in and achieve business results 
• History of customer centric focus with a knack for quick and thoughtful prob