Senior Vice President jobs at iCapital Network

About the Role iCapital is looking to hire a Business Controls Senior Vice President. The ideal candidate will lead the design, implementation, and oversight of iCapital's enterprise-wide business control framework, with a primary focus on the Operations and Investment Product Management (OIPM) organization. This role ensures operational integrity, regulatory compliance, and risk mitigation across OIPM processes. This individual will partner with senior leadership to embed robust controls into workflows, drive governance initiatives, and foster a culture of accountability and continuous improvement. Responsibilities Serve as the primary liaison between the COO, control functions, and regulatory bodies for all OIPM matters. Assess existing OIPM control procedures and recommend enhancements to strengthen risk management. Develop and maintain a comprehensive business control framework, including policies, procedures, and standards. Lead governance committees and oversee operational risk and control effectiveness across OIPM. Deliver periodic control reports and risk insights to executive leadership and the Board. Identify emerging risks proactively and implement preventive measures to mitigate impact. Oversee remediation plans for control deficiencies and ensure timely resolution. Drive automation of control monitoring and reporting through advanced tools and analytics. Partner with Technology and business teams to embed controls into system architecture and workflows. Lead standardization, change management, and training initiatives to ensure consistent processes and adoption across OIPM. Control Framework Development & Oversight Design and maintain a comprehensive business control framework tailored to OIPM operations. Establish policies and procedure standards for operational risk management and internal controls within OIPM. Governance & Reporting Lead governance committees focused on operational risk and control effectiveness for OIPM. Develop and deliver periodic control reports to executive leadership and the Board. Risk Identification & Mitigation Proactively identify emerging risks within OIPM and implement preventive measures. Oversee remediation plans for control deficiencies and ensure timely resolution. Cross-Functional Leadership Partner with Investor Relations, Operations, Compliance, and Technology to ensure controls are integrated into OIPM workflows. Act as a key liaison with internal audit and regulatory bodies during reviews and examinations. Technology & Automation Drive automation of control monitoring and reporting for OIPM through advanced tools and analytics. Collaborate with technology teams to embed controls into OIPM system architecture. Change Management & Standardization Lead initiatives to standardize processes and controls across OIPM. Develop and execute change management strategies to ensure adoption and sustainability of new processes. Culture & Training Champion a strong risk and control culture across OIPM. Develop and deliver training programs for OIPM teams on control responsibilities. Qualifications 15+ years of experience in financial services, with a focus on operational risk, business controls, or internal audit Deep understanding of operations within alternative investments, banking or asset and wealth management Proven track record of building and leading enterprise control frameworks Strong knowledge of regulatory requirements (SEC, FINRA, AML/KYC, etc.) Exceptional leadership, communication, and stakeholder management skills Experience managing resources and leading teams in a highly complex and unstructured environment Experience with governance committees and board-level reporting Familiar with technology-driven control solutions and data analytics Able to make a positive impact with senior stakeholders and drive cultural change Strategic thinker with hands-on execution capability Preferred Skills Familiarity with technology-driven control solutions and data analytics. Ability to influence senior stakeholders and drive cultural change. Strategic thinker with hands-on execution capability. Benefits The base salary range for this role is $190,000 to $240,000. 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 **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

About the Role iCapital is building a bold new path for retirement portfolios and is seeking a strategic leader to help drive the expansion into the Collective Investment Trust (CIT) space, particularly focused on alternative asset classes. The team is not here to tweak the edges of retirement investing, it is here to reinvent it. iCapital's entrepreneurial team is building a bold new path for retirement portfolios, where innovation drives progress and legacy approaches are reimagined. This role sits at the intersection of product innovation, client engagement, and operational execution. The ideal candidate will be a key player in shaping how alternative managers bring private market strategies to defined contribution plans, helping to unlock new opportunities for retirement investors. As part of a fast-moving, entrepreneurial team, this individual will collaborate across functions and with external stakeholders to design, launch, and scale CIT solutions that challenge legacy approaches and deliver meaningful impact. 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 efforts 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 alternatives in retirement. 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 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, 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 **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

About the Role iCapital is hiring a Regional Director to be a member of our West Regional Alternative Investment Sales team. This individual will be part of iCapital's Alternatives Distribution team and reports to our Western Regional Managing Director. This team is responsible for alternative investment product sales and advisor education for registered investment advisors, regional and independent broker dealers, and bank trust clientele. Responsibilities Generate alternative investment product sales. Sit with advisors and clients to promote iCapital's US Marketplace menu and become an expert on the merits of alternative investments. Travel in coverage territory to meet clients and prospects, no less than every other week, and attend industry conferences and events as required. Leverage a consultative sales process to meet client needs and cross-sell adjacent capabilities. Remain well-versed on our 60+ offering menu of private credit, private equity, real estate, and hedge funds. Lead and manage new manager roll-out process in market through targeted meetings, calls and roadshows to support team capital raising efforts. Work in close partnership with asset management partners to raise capital for joint capital raising efforts. Lead efforts on mandatory CRM usage and sales pipeline maintenance. Qualifications 10+ years of experience working within the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist) Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process Able to sell and provide support for a diverse platform of hedge fund, private equity, private credit, and real estate offerings Series 7 and 63 licenses are required to receive commissions Must obtain CAIA within 3 years of hire Benefits The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and a commission based 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). Employees in this role will work fully remote. We are looking for this role to be based in the San Francisco Bay Area. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

As a key member of the West South Central region sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including Public Corporate Plans, Endowments & Foundations and other institutional investor segments. The primary objective is to increase assets under management across all asset class disciplines including Equites, Fixed Income and Alternatives. This hire will work closely with the rest of the institutional business development, relationship management, client service and consultant relations professionals in the US. Key responsibilities and duties include, but are not limited to: Organize and expand a successful marketing and sales strategy around a focused territory in the West South Central region in line with the firm's overall strategy, which targets Pensions, Endowments & Foundations and other institutional channels. Asset growth will be achieved through winning new mandates from current clients of Neuberger Berman as well as qualified prospects within the region Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives) Effectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman Communicate substantive client activity with the firm through written call notes Integrate the direct sales program with the consultant marketing program of the firm in close partnership Determine team, agenda, and materials necessary for all presentations involving other firm professionals Accurately and successfully represent the firm to the outside world in various public forums Pivotal Experience & Expertise: Minimum of 7 years' experience in an institutional sales role at an investment management firm Extensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments & Foundations and other institutional channels in the West South Central region Successful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients Demonstrated ability to represent a multiple-product firm across both publics and privates Excellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutions Proven success in building long-term relationships Proven success in presenting during “finals” meetings, leveraging a keen understanding of the sales cycle Leadership Capabilities: Effective at leading, influencing and communicating with varying levels of expertise internally and externally Superior verbal and written communicator who can effectively toggle from teamwork to independent execution Highly collaborative and fosters a strong team-oriented approach Committed to intellectual honesty, integrity and adherence to the highest ethical standards. Trustworthy, adaptable, resilient and transparent Creative, yet pragmatic; challenges the status quo and helps the organization to overcome hurdles and build momentum and new capabilities with a sense of urgency Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals High confidence and ability/willingness to drive decisions Cultural Impact: Acts with Integrity and Authenticity - Operates with transparency, and authenticity, showing sincere interest in points of view of others. Can tease out motivating factors and align interests Builds Collaborative Relationships - Effectively influences/brings others along, aligning internal and external stakeholders Communicates Effectively - Understands the needs and perspectives of others and tailor's delivery accordingly; shares information appropriately; actively listens Demonstrates Flexibility and Supports Change - Effectively navigates and drives change; comfortably assesses risk and problem solves; and demonstrates agility, flexibility and adaptability Drives Vision and Purpose - Clearly connects the company's strategy and the needs of its client base to the activities of the investor relations function Works well in a growing, fast paced environment which values direct communication #LI-JG3 #LI-Hybrid Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $130,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

About the Role iCapital is looking to hire a highly motivated and experienced Assistant Vice President or Vice President Fund Attorney to support the Legal team in Toronto. This individual will work closely with our Senior Vice President of Legal for Canada, providing strategic legal guidance throughout the fund lifecycle. This position offers a unique opportunity to work at the intersection of global private funds across different investment strategies and in the private wealth space. This role will play a critical role in a fast-paced, international environment and contribute meaningfully to the continued growth of the firm. Responsibilities Negotiate various agreements with counterparties including fund managers and distribution agents. Draft, review and negotiate fund documentation including offering materials, partnership agreements, declarations of trust, and other private fund legal documentation. Assist with regulatory matters as required. Provide counsel on legal matters affecting private investment funds throughout each stage of their lifecycle. Manage outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work. Contribute to the development, implementation and updating of internal legal policies and procedures and templates. Collaborate with cross-functional teams including Client Relationship Managers, Finance, Product and Investor Relations. Draft and review various contracts and other legal documentation. Perform ad hoc research projects as needed. Qualifications 4+ years of legal experience within the investment management space (alternative investments, including in Private Equity and Hedge Funds), advising Canadian investment fund managers, portfolio managers and exempt market dealers on fund formation, distribution and related matters In-depth knowledge of Canadian securities laws, including registrant and investment fund regulation, and other regulatory frameworks relevant to the investment management industry Able to learn new topics and adapt within the fast-paced, growing and constantly evolving structure of a high-growth company Member in good standing of the Ontario Bar Background from a top law firm is essential In-house experience at an asset management firm is a plus Strong interpersonal and leadership skills Organized and detail-oriented with a strategic mindset Benefits The base salary range for this role is $180,000 to $240,000. 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 **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

About the Role iCapital is seeking a regional Senior Vice President or Managing Director level senior sales leader for the Midwest Region (player coach role). This individual is responsible for leading sales coverage in Iowa, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, Ohio and Wisconsin. This role is part of iCapital's Alternatives Distribution Sales Leadership team and will report to the Head of Alternative Investments Distribution. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele. Responsibilities Drive market coverage and oversee a team of two to three Alternative Investment sales professionals. Optimize the existing team's client coverage model (e.g. segmentation, sales rotation, asset and wealth manager partnerships) to maximize the market opportunity. Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. Develop sales proficiency with a curated and diligenced menu of 60+ offerings across private credit, private equity, real estate, and hedge funds. Champion local markets launch plans for new funds on the platform. In-market travel to regularly meet with advisors, centers of influence, and clients. Qualifications 10+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist) Expertise in RIA, Independent BD or Bank distribution segments Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process Able to sell and provide post sale support for a world-class platform of hedge funds, private equity, private credit, and real estate offerings Series 7 and 63 licenses are required Series 24 license is preferred or must obtain within 90 days of start date CAIA certified or obtain within three years of hire Benefits The base salary range for this role is $175,000 to $225,000. 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). Employees in this role will work fully remote based in the Chicago area. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

About the Role iCapital is seeking a dynamic and experienced investment product marketer to join our Product and Audience team. This role will be responsible for developing and executing marketing strategies to drive awareness, engagement, and adoption of the comprehensive iCapital investment product offerings. This individual will have a strong background in financial services, marketing and writing, with a focus on alternative investments, or similar investment products. 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. Collaborate with the broader Marketing team to integrate alternative products and asset class themes into nurture campaigns. Assist in developing integrated investment product marketing strategies and partner with the broader Marketing organization to assist with the execution of each individual component of the process. Qualifications 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. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

About the Role The Quant team's goal is to deliver industry-leading analytical insights that help financial advisors and investors managing their multi-asset portfolios and utilizing alternative assets, meet their long-term investment objects. The team consists of Quantitative Researchers and Quantitative Developers to research, define, and implement models that will guide clients in portfolio construction, asset allocation, and risk management. The team members have diverse backgrounds such as math, physics, economics, quantitative finance, computer science, and other science and engineering fields, and collaborate closely with business-side colleagues, platform architects, software developers, and product managers to deliver analytics through the software platform for the firm's clients. The Quant Developers have a core mission of developing robust and scalable quantitative models to deliver portfolio risk analytics capabilities as part of the firm's commercial technology platform for financial advisors and asset managers. The team members will implement statistical, machine learning, and quantitative financial models, applied to a combination of proprietary, public, and third-party data, to deliver analytics for multi-asset portfolios including alternative assets. Responsibilities Develop robust and scalable quantitative financial models and collaborate closely with quant researchers to produce proprietary risk analytics models as part of the firm's software platform. Test, validate, and document quantitative methodologies to ensure accuracy, robustness, and transparency. Develop centralized financial calculation engines powering the firm's commercial technology platform. Document and communicate quantitative methodologies and analytics to others including stakeholders and clients. Collaborate with other teams to ensure risk analytics are delivered through the software platform with excellent user experience. Collaborate regularly with other stakeholders and partners to solicit requirements, seek feedback and provide updates. Qualifications 6+ years of professional experience in quantitative financial modeling, data science, or software development Strong programming skills in Python for data analysis, modeling, and software development Strong problem-solving and communication skills, with the ability to explain technical concepts to non-technical audiences Able to work in a dynamic and fast-paced environment Knowledge of JAVA/Scala/C++ is a plus Distributed Systems experience is a plus Experience with cloud services is a plus Benefits The base salary range for this role is $130,000 to $170,000. 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 **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

About the Role iCapital is seeking a Vice President to lead the New Activities Planning and Strategy team that provides operational and strategic support to iCapital's growth initiatives. This role will be a trusted partner across all areas of the business driving strategic planning, operational readiness, and organizational effectiveness for new business efforts and initiatives. The ideal candidate has proven leadership strength, deep cross-functional project management experience, and a demonstrated ability to develop relationships and influence in a fast-paced environment. Responsibilities Conduct strategic analysis of new business opportunities, including market sizing, competitive benchmarking, and operational impact. Translate new business objectives into actionable initiatives with clear requirements, milestones, ownership, and success metrics. Provide oversight and governance for new business initiatives across the firm, ensuring timely execution and measurable outcomes. Develop a monitoring and reporting framework to track progress and performance of new business efforts. Serve as a central coordination point for cross-functional work streams, ensuring consistency in approaches and documentations across the firm. Manage the New Activities Committee's operations including agenda setting, minute keeping, and review pipeline prioritization. Champion a culture of excellence, collaboration, and continuous improvement while leading and managing a world class team. Partner with the Business Management, Firmwide Analytics, Strategic Finance, and Corporate Development teams, ensuring new business activities align to iCapital's strategic business direction. Qualifications 10+ years of experience in consulting, business management, internal strategy, or Chief of Staff-type roles within the financial services industry Proven track record of leading cross-functional initiatives and driving organizational change Deep understanding of operational risk, control frameworks, and regulatory environments Strong strategic thinking and analytical capabilities Knowledge of operational risk, control frameworks, and regulatory environments Exceptional communication, stakeholder management, and influencing skills Proven track record of using data to drive business decisions Experience managing a high-performing team and providing career development feedback Benefits The base salary range for this role is $140,000 to $190,000. 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 four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

About the Role iCapital is looking for a Vice President Information Security Engineer to join the Information Security team. This role will establish and manage cloud security programs, build new security architecture, automation, enforce application security processes and continuously find security gaps across iCapital technology. The ideal candidate is an experienced individual contributor and leader who can do research, design and implement security technologies, manage small teams of engineers, and is able to empathize and connect teams cross-functionally. Responsibilities Build and manage Cloud Security Programs for AWS, Azure, and GCP infrastructure, providing continuous monitoring and resolution of all the vulnerabilities in our cloud environment. Implement resolutions of security misconfigurations. Collaborate with the DevOps team to rethink routine, embrace new best practices, and drive the adoption of technology standards. Build automation capabilities to monitor and alert infrastructure for AWS maintenance. Evolve, build and continuously test new cloud infrastructure capabilities for secure designs and functions. Build processes and automation capabilities for application code security reviews, workflows, and testing in collaboration with developers. Assist the SOC in building detection and alert capabilities. Develop workflows for SaaS security programs. Assist the Risk and Governance teams with policies, procedures, and standards. Collaborate with cross-functional teams, including DevOps and Security Engineering, to deliver security projects. Qualifications Experience in Cloud Environment, AWS preferred, for 6-10 years to establish security cloud infrastructure AWS Certified Solutions Architect or similar certifications are preferred Commitment to staying at the forefront of cloud security trends, emerging threats, and evolving technologies Experience with Infrastructure as Code or systems engineering and scripting Strong verbal and written communication skills Able to influence stakeholders Able to drive tasks to completion Benefits The base salary range for this role is $160,000 to $180,000. 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 **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

About the Role iCapital is seeking an Assistant Vice President Marketing Manager to join the Product Marketing team within the Marketing and Communications department. This role supports the Structured Investments and Annuities businesses, collaborating closely with Product, Sales, and cross-functional teams to deliver compelling go-to-market strategies and client engagement programs. Responsibilities Develop and execute integrated go-to-market strategies for iCapital's Structured Investments and Annuities Platform, Alternatives Distribution and Structured Investments (SI Distribution, m+ funds, and Outcome Driven Strategies). Partner with Product and Sales teams to define positioning, messaging, and value propositions for platform enhancements, new fund and product launches. Create and manage the utilization of high-impact marketing and sales enablement tools including presentations, fund fact sheets, brochures, case studies, platform and product demos to articulate benefits and drive advisor adoption. Develop educational content and thought leadership pieces to simplify complex investment concepts for advisors and end clients. Lead multi-channel marketing campaigns across email, digital, social, webinars, and events, leveraging data-driven insights to optimize engagement and conversion. Act as a strategic partner to Product, Sales, and Client Relationship teams, ensuring marketing initiatives support core KPIs. Seek opportunities across all elements of iCapital Structured Investments and Annuities Platform and Alternatives Distribution businesses including acquisition, retention, platform features and functionality, and product launches to help meet and exceed company goals. Qualifications Bachelor's degree in marketing, business, finance, or a related field 7+ years of related experience preferably within the fintech, wealth management, alternative investments (including annuities and structured investments), or ETFs Strong analytical skills with the ability to interpret data and translate insights into actionable strategies and data-driven decision-making Exceptional communication and storytelling skills with the ability to simplify complex concepts Proven track record of building and managing integrated marketing plans and campaigns across multiple marketing disciplines Demonstrated success in managing ambiguity and driving results in fast-paced environments Collaborative mindset with strong project management skills Experience marketing structured investments, annuities, or alternative investments Familiar with advisor distribution channels Able to blend strategic thinking with hands-on execution, delivering a measurable impact Benefits The base salary range for this role is $120,000 to $140,000. 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 **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

Neuberger Berman is seeking a Vice President of Treasury for the NB Alternatives platform. This role represents an opportunity to be an initial member in the build out of the centralized treasury team supporting the overall NB Alternatives platform. The Vice President of Treasury will report to the Head of Treasury for NB Alternatives. Responsibilities: Assist with the development, implementation and management of Treasury related systems and policies Develop and maintain bank relationships across multiple coverage segments including corporate banking, financial institutions/sponsors, foreign exchange and interest rate desks, and fund finance/asset-backed lending Analyze and execute hedging strategies to mitigate financial risks related to foreign exchange and interest rate markets; advise Investment teams on hedging strategies Liquidity management/forecasting and investment of cash portfolios Negotiate and execute funding programs (credit facilities, subscription lines, NAV/asset-backed facilities) Ongoing compliance of credit facilities including review and submission of recurring compliance certifications Negotiation of bank fees cards and interest deposit rates Advise Finance and Operations teams on Treasury related items Ongoing monitoring of bank credit exposures Qualifications: Minimum of 10 years of experience in treasury, corporate finance, FP&A, and accounting Strong understanding of monetary markets, foreign exchange, interest rate markets, business investment management, financing strategies, and hedging strategies Relevant work experience in investment management industry is ideal Proficiency with Bloomberg terminals, Treasury Management Systems (TMS), and bank platforms Proven credit facility negotiation experience ideally from a fund or an asset manager perspective Effective at leading and influencing across all levels of seniority with strong managerial experience #LI-Hybrid #LI-MB1 Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $150,000-$185,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

Neuberger Berman is seeking a Vice President of Treasury for the NB Alternatives platform. This role represents an opportunity to be an initial member in the build out of the centralized treasury team supporting the overall NB Alternatives platform. The Vice President of Treasury will report to the Head of Treasury for NB Alternatives. **Responsibilities:** + Assist with the development, implementation and management of Treasury related systems and policies + Develop and maintain bank relationships across multiple coverage segments including corporate banking, financial institutions/sponsors, foreign exchange and interest rate desks, and fund finance/asset-backed lending + Analyze and execute hedging strategies to mitigate financial risks related to foreign exchange and interest rate markets; advise Investment teams on hedging strategies + Liquidity management/forecasting and investment of cash portfolios + Negotiate and execute funding programs (credit facilities, subscription lines, NAV/asset-backed facilities) + Ongoing compliance of credit facilities including review and submission of recurring compliance certifications + Negotiation of bank fees cards and interest deposit rates + Advise Finance and Operations teams on Treasury related items + Ongoing monitoring of bank credit exposures **Qualifications:** + Minimum of 10 years of experience in treasury, corporate finance, FP&A, and accounting + Strong understanding of monetary markets, foreign exchange, interest rate markets, business investment management, financing strategies, and hedging strategies + Relevant work experience in investment management industry is ideal + Proficiency with Bloomberg terminals, Treasury Management Systems (TMS), and bank platforms + Proven credit facility negotiation experience ideally from a fund or an asset manager perspective + Effective at leading and influencing across all levels of seniority with strong managerial experience \#LI-Hybrid \#LI-MB1 Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $150,000-$185,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************

Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a professional who can balance operational excellence but can also proactively solution enhancements to drive efficiency and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change and influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations, Technology, among others. Key Responsibilities: Client Billing Operations: Oversee all aspects of the client billing lifecycle, ensuring accurate and timely calculations, collections, and invoicing Direct quarterly Investment Advisory fee billing, including complex exception reporting and root-cause resolution, driving continuous process improvement Monitor and optimize receivables management, payment application, and reconciliation with third-party custodians to maximize collections and resolve outstanding items swiftly Collaborate with the Controller team for month-end general ledger close, ensuring accurate reconciliation of revenue and balance sheet accounts Partner with Private Wealth leadership team to design and implement new pricing structures Lead all ad-hoc reporting and project-related requests, and special analyses to identify actionable insights for senior management Compensation Management: Oversee the monthly compensation process for Private Wealth production-based teams, ensuring precision and operational excellence Supervise the close of compensation expenses, perform in-depth P&L variance reviews, and reconcile balance sheet accounts Partner with Private Wealth leadership team to design and implement new compensation frameworks Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs Process Improvement & Technology Enablement: Champion the adoption of advanced analytics, AI, and automation to drive transformative change and elevate operational performance Lead the design, testing, and implementation of technology solutions and automation projects, partnering closely with Data Analytics and Solutions Lead Document, communicate, and roll out new processes and enhancements, ensuring seamless adoption and user engagement Collaboration & Stakeholder Engagement: Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations to implement billing and compensation plans and resolve issues Effectively articulate complex concepts to diverse audiences, fostering understanding and alignment Promote a collaborative, innovative, and continuous improvement mindset within the team and across the organization Required Qualifications: Bachelor's degree in finance, Accounting, Business Administration, or a related field 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset management Demonstrated experience leading change management and process innovation initiatives Proven ability to lead and inspire multiple teams toward a shared strategic vision Advanced proficiency in Microsoft Excel and PowerPoint Exceptional communication, organizational, and problem-solving skills Ability to thrive in a fast-paced, deadline-driven environment while juggling multiple priorities Desired Skills: Experience in private wealth, asset management, or investment advisory industry Hands-on experience with commission-based compensation and financial systems/software Experience with AI, machine learning, or advanced analytics tools for automation and process improvement Knowledge of SAP is a plus Strategic, creative, and collaborative problem-solving abilities. Proven ability to learn and communicate complex processes quickly and effectively Compensation Details The salary range for this role is $150,000-$180,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a professional who can balance operational excellence but can also proactively solution enhancements to drive efficiency and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change and influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations, Technology, among others. **Key Responsibilities:** **Client Billing Operations:** + Oversee all aspects of the client billing lifecycle, ensuring accurate and timely calculations, collections, and invoicing + Direct quarterly Investment Advisory fee billing, including complex exception reporting and root-cause resolution, driving continuous process improvement + Monitor and optimize receivables management, payment application, and reconciliation with third-party custodians to maximize collections and resolve outstanding items swiftly + Collaborate with the Controller team for month-end general ledger close, ensuring accurate reconciliation of revenue and balance sheet accounts + Partner with Private Wealth leadership team to design and implement new pricing structures + Lead all ad-hoc reporting and project-related requests, and special analyses to identify actionable insights for senior management **Compensation Management:** + Oversee the monthly compensation process for Private Wealth production-based teams, ensuring precision and operational excellence + Supervise the close of compensation expenses, perform in-depth P&L variance reviews, and reconcile balance sheet accounts + Partner with Private Wealth leadership team to design and implement new compensation frameworks + Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs **Process Improvement & Technology Enablement:** + Champion the adoption of advanced analytics, AI, and automation to drive transformative change and elevate operational performance + Lead the design, testing, and implementation of technology solutions and automation projects, partnering closely with Data Analytics and Solutions Lead + Document, communicate, and roll out new processes and enhancements, ensuring seamless adoption and user engagement **Collaboration & Stakeholder Engagement:** + Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations to implement billing and compensation plans and resolve issues + Effectively articulate complex concepts to diverse audiences, fostering understanding and alignment + Promote a collaborative, innovative, and continuous improvement mindset within the team and across the organization **Required Qualifications:** + Bachelor's degree in finance, Accounting, Business Administration, or a related field + 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset management + Demonstrated experience leading change management and process innovation initiatives + Proven ability to lead and inspire multiple teams toward a shared strategic vision + Advanced proficiency in Microsoft Excel and PowerPoint + Exceptional communication, organizational, and problem-solving skills + Ability to thrive in a fast-paced, deadline-driven environment while juggling multiple priorities **Desired Skills:** + Experience in private wealth, asset management, or investment advisory industry + Hands-on experience with commission-based compensation and financial systems/software + Experience with AI, machine learning, or advanced analytics tools for automation and process improvement + Knowledge of SAP is a plus + Strategic, creative, and collaborative problem-solving abilities. + Proven ability to learn and communicate complex processes quickly and effectively Compensation Details The salary range for this role is $150,000-$180,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************

About the Role iCapital is looking to hire an Investment Product Attorney, Vice President, with capital markets and related regulatory expertise to join the Legal team. The focus of this role will include advising on registered and private investment products that are registered under the Securities Exchange Act of 1934 (1934 Act) and on a wide spectrum of related matters including compliance and regulatory issues, regulatory filings, distribution- and marketing-related matters, investor relations, fund formation and structuring, and corporate transactional matters. The ideal candidate should have exposure to all aspects of the retail investment management business and should have experience in drafting and negotiating investment product documents, service provider contracts, distribution agreements and related materials. In addition, in-depth knowledge of the 1934 act is required, including with experience in preparing Form 10s, Form 10-Qs and Ks, 8-Ks, etc. Responsibilities Negotiate various agreements with counterparties including fund managers, service providers and distributors. Assist regulatory and compliance teams with the substantive provisions of the 1934 Act Assist with 1934 Act filings Advise on the legal implications of offering new and existing products and services. Coordinate use of outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work. Review materials for SEC and FINRA compliance. Draft and review various contracts, non-disclosure agreements and other legal documentation. Perform ad hoc research projects. Qualifications 5+ years of experience Strong knowledge of the 1934 Act is a requirement of this job Experience with the Investment Company Act of 1940 and/or the Investment Advisers Act of 1940 is a plus Member in good standing of New York Bar or another state or jurisdiction Law firm or in-house experience at an asset management firm is a plus Strong interpersonal and leadership skills Willingness to learn new topics and work in an evolving business environment Organized and detail-oriented, with big picture capability Benefits The base salary range for this role is $200,000 to $220,000. 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 four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.

Neuberger Berman is seeking a Vice President of Treasury for the NB Alternatives platform. This role represents an opportunity to be an initial member in the build out of the centralized treasury team supporting the overall NB Alternatives platform. The Vice President of Treasury will report to the Head of Treasury for NB Alternatives. Responsibilities: Assist with the development, implementation and management of Treasury related systems and policies Develop and maintain bank relationships across multiple coverage segments including corporate banking, financial institutions/sponsors, foreign exchange and interest rate desks, and fund finance/asset-backed lending Analyze and execute hedging strategies to mitigate financial risks related to foreign exchange and interest rate markets; advise Investment teams on hedging strategies Liquidity management/forecasting and investment of cash portfolios Negotiate and execute funding programs (credit facilities, subscription lines, NAV/asset-backed facilities) Ongoing compliance of credit facilities including review and submission of recurring compliance certifications Negotiation of bank fees cards and interest deposit rates Advise Finance and Operations teams on Treasury related items Ongoing monitoring of bank credit exposures Qualifications: Minimum of 10 years of experience in treasury, corporate finance, FP&A, and accounting Strong understanding of monetary markets, foreign exchange, interest rate markets, business investment management, financing strategies, and hedging strategies Relevant work experience in investment management industry is ideal Proficiency with Bloomberg terminals, Treasury Management Systems (TMS), and bank platforms Proven credit facility negotiation experience ideally from a fund or an asset manager perspective Effective at leading and influencing across all levels of seniority with strong managerial experience #LI-Hybrid #LI-MB1 Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $150,000-$185,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a professional who can balance operational excellence but can also proactively solution enhancements to drive efficiency and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change and influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations, Technology, among others. Key Responsibilities: Client Billing Operations: Oversee all aspects of the client billing lifecycle, ensuring accurate and timely calculations, collections, and invoicing Direct quarterly Investment Advisory fee billing, including complex exception reporting and root-cause resolution, driving continuous process improvement Monitor and optimize receivables management, payment application, and reconciliation with third-party custodians to maximize collections and resolve outstanding items swiftly Collaborate with the Controller team for month-end general ledger close, ensuring accurate reconciliation of revenue and balance sheet accounts Partner with Private Wealth leadership team to design and implement new pricing structures Lead all ad-hoc reporting and project-related requests, and special analyses to identify actionable insights for senior management Compensation Management: Oversee the monthly compensation process for Private Wealth production-based teams, ensuring precision and operational excellence Supervise the close of compensation expenses, perform in-depth P&L variance reviews, and reconcile balance sheet accounts Partner with Private Wealth leadership team to design and implement new compensation frameworks Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs Process Improvement & Technology Enablement: Champion the adoption of advanced analytics, AI, and automation to drive transformative change and elevate operational performance Lead the design, testing, and implementation of technology solutions and automation projects, partnering closely with Data Analytics and Solutions Lead Document, communicate, and roll out new processes and enhancements, ensuring seamless adoption and user engagement Collaboration & Stakeholder Engagement: Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations to implement billing and compensation plans and resolve issues Effectively articulate complex concepts to diverse audiences, fostering understanding and alignment Promote a collaborative, innovative, and continuous improvement mindset within the team and across the organization Required Qualifications: Bachelor's degree in finance, Accounting, Business Administration, or a related field 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset management Demonstrated experience leading change management and process innovation initiatives Proven ability to lead and inspire multiple teams toward a shared strategic vision Advanced proficiency in Microsoft Excel and PowerPoint Exceptional communication, organizational, and problem-solving skills Ability to thrive in a fast-paced, deadline-driven environment while juggling multiple priorities Desired Skills: Experience in private wealth, asset management, or investment advisory industry Hands-on experience with commission-based compensation and financial systems/software Experience with AI, machine learning, or advanced analytics tools for automation and process improvement Knowledge of SAP is a plus Strategic, creative, and collaborative problem-solving abilities. Proven ability to learn and communicate complex processes quickly and effectively Compensation Details The salary range for this role is $150,000-$180,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

About the Role iCapital is looking for a candidate to join its growing Research and Education team. The role will focus on conducting due diligence on Private Capital funds and author thorough due diligence reports that are offered to our clients. This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. Responsibilities Lead investment and operational due diligence on private capital managers identified for inclusion on iCapital's platform. Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors. Help lead internal processes for conducting due diligence and overseeing the quality and consistency of due diligence reports. Play an active role in the management of the due diligence projects pipeline. Keep abreast of investment opportunities and be able to successfully communicate information to the investment team. Source new managers, perform initial screening, and identify managers for further consideration. Maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy. Prepare marketing and education materials on various products and strategies for clients of the company. Present investment merits of current products in the market as well as current trends in the private capital investing to clients. Qualifications 10+ years of total experience in financial services; with 5-7 years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds Prior experience focusing on fund manager evaluations Demonstrated qualitative and quantitative analytical skills Strong written communication skills and able to present in front of senior professionals in the industry Able to work independently Benefits The base salary range for this role is $165,000 to $190,000. 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. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/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.