iCapital
Head of CIT Product Development - Vice President / Senior Vice President Greenwi
iCapital, Salt Lake City, Utah, United States, 84193
Overview
Head of CIT Product Development - Vice President / Senior Vice President at iCapital. The role focuses on expanding the Collective Investment Trust (CIT) space, with emphasis on private market and alternative asset classes. The role sits at the intersection of product innovation, client engagement, and operational execution, shaping how alternative managers bring private market strategies to defined contribution plans and driving growth within iCapital\'s Alternatives in Retirement Portfolios business. Responsibilities
Serve as a senior relationship lead and subject matter expert for alternative investment managers entering the CIT and retirement space. Lead product development and implementation for private market and alternative CITs, coordinating across Legal, Compliance, Operations, and Technology teams. Drive strategic conversations with clients and partners to design innovative CIT structures aligned with regulatory requirements and market needs. Oversee complex onboarding and launch processes, ensuring seamless execution and long-term servicing success. Represent iCapital in industry forums, regulatory discussions, and client engagements as a thought leader in retirement alternatives. Identify and implement scalable solutions to improve efficiency, accuracy, and client experience across the CIT lifecycle. Collaborate with internal teams to develop educational and marketing materials that support product adoption and client understanding. Contribute to the broader growth strategy of iCapital\'s Alternatives in Retirement Portfolios business. Qualifications
10+ years of experience in financial services, with deep exposure to investments, trust administration, or retirement products Strong understanding of alternative investment structures and their integration into pooled vehicles like CITs Proven ability to lead cross-functional initiatives and manage complex client relationships Familiar with regulatory frameworks governing CITs (DOL, IRS, OCC) and retirement plan structures Experience with fund administration platforms (e.g., Geneva, Investier, Investran, InvestOne) is a plus Excellent communication, project management, and strategic thinking skills Entrepreneurial mindset with a passion for building new businesses and challenging industry norms Bachelor’s degree in business, finance, or related field; advanced degree or industry certifications (e.g., CAIA, CFA) is preferred Compensation & Benefits
The base salary range for this role is $160,000 to $245,000. 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, subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Work Arrangement
Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. Equal Employment Opportunity
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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Head of CIT Product Development - Vice President / Senior Vice President at iCapital. The role focuses on expanding the Collective Investment Trust (CIT) space, with emphasis on private market and alternative asset classes. The role sits at the intersection of product innovation, client engagement, and operational execution, shaping how alternative managers bring private market strategies to defined contribution plans and driving growth within iCapital\'s Alternatives in Retirement Portfolios business. Responsibilities
Serve as a senior relationship lead and subject matter expert for alternative investment managers entering the CIT and retirement space. Lead product development and implementation for private market and alternative CITs, coordinating across Legal, Compliance, Operations, and Technology teams. Drive strategic conversations with clients and partners to design innovative CIT structures aligned with regulatory requirements and market needs. Oversee complex onboarding and launch processes, ensuring seamless execution and long-term servicing success. Represent iCapital in industry forums, regulatory discussions, and client engagements as a thought leader in retirement alternatives. Identify and implement scalable solutions to improve efficiency, accuracy, and client experience across the CIT lifecycle. Collaborate with internal teams to develop educational and marketing materials that support product adoption and client understanding. Contribute to the broader growth strategy of iCapital\'s Alternatives in Retirement Portfolios business. Qualifications
10+ years of experience in financial services, with deep exposure to investments, trust administration, or retirement products Strong understanding of alternative investment structures and their integration into pooled vehicles like CITs Proven ability to lead cross-functional initiatives and manage complex client relationships Familiar with regulatory frameworks governing CITs (DOL, IRS, OCC) and retirement plan structures Experience with fund administration platforms (e.g., Geneva, Investier, Investran, InvestOne) is a plus Excellent communication, project management, and strategic thinking skills Entrepreneurial mindset with a passion for building new businesses and challenging industry norms Bachelor’s degree in business, finance, or related field; advanced degree or industry certifications (e.g., CAIA, CFA) is preferred Compensation & Benefits
The base salary range for this role is $160,000 to $245,000. 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, subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). Work Arrangement
Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. Equal Employment Opportunity
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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