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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

The Demand Generation Associate will manage marketing campaigns and automated journeys to support iCapital’s products and educational offerings. Responsibilities include campaign development, execution, and performance optimization using platforms such as HubSpot and Salesforce. The role also involves implementing personalization strategies and multi-channel workflows to enhance customer engagement and conversion rates.

Responsibilities

• Develop, schedule, and track targeted marketing campaigns using HubSpot, Salesforce, and other marketing orchestration tools.
• Ensure timely delivery of email campaigns and monitor performance metrics.
• Collaborate with Product Marketing, Sales, Brand, and Digital Marketing teams on campaign details, segmentation, and performance.
• Implement personalization and dynamic content strategies to enhance campaign relevance.
• Design and implement automated marketing workflows, including onboarding and nurturing campaigns.
• Optimize campaign performance using AI and business intelligence tools.
• Develop post-event content nurture streams and automate manual email initiatives.
• Create a content calendar to ensure consistent and timely communication with prospects and customers.
• Provide regular reports and insights on campaign performance to stakeholders.
• Provide executional support for ABM programs, including the development and implementation of targeted account-based marketing strategies.
• Monitor and analyze the performance of ABM campaigns, providing insights and recommendations for optimization.
• Execute customer lifecycle marketing strategies, including nurturing streams and journeys, to enhance customer engagement and conversion rates.
• Support messaging and execution of on-platform notifications and tours to guide the user journey.

Qualifications

• Bachelor's degree in a related field 
• 3-5+ years of relevant marketing experience
• Strong understanding of email marketing best practices and CAN-SPAM requirements
• Proven experience in B2B email marketing and marketing automation platforms
• Proficiency in using CRM platforms such as HubSpot and Salesforce
• Excellent project management skills with acute attention to accuracy and quality
• Collaborative with strong interpersonal skills and ability to cultivate relationships with colleagues, partners, and clients
• Familiar with financial markets and intellectual curiosity about the industry
• Able to thrive in a fast-paced, rapidly changing environment

Benefits

The base salary range for this role is $90,000 to $105,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.