Equity and Financial Wellness - Vice President

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 $236 billion in global client assets invested in 1,940 funds, as of May 2025.

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

iCapital is looking to hire a Vice President of Global Equity Operations and Financial Wellness to oversee the management and execution of global retirement and equity programs. This leader will drive the development, scaling, and ongoing enhancement of global financial wellness programs that meet the diverse needs of employees, reinforce company culture, and reflect market best practices. This role requires a combination of strategic foresight, operational excellence, regulatory expertise, and employee-centric leadership to empower employees to make informed financial decisions, enhancing their overall employee experience and satisfaction.  

Responsibilities

Stock and Equity Programs 

• Own the full lifecycle of the company’s global equity compensation programs, including stock options, restricted stock units (RSUs), restricted stock awards (RSAs), and other long-term incentive vehicles ensuring accuracy and full compliance with plan rules and accurate reporting on award status, vesting progress, and tax implications.
• Serve as the subject matter expert for equity-related communications, delivering clear, actionable guidance to employees, leadership and cross-functional stakeholders.
• Develop and curate engaging educational content that simplifies financial, equity and tax concepts for employees. Regularly update key resources, including the intranet page, to ensure access to current, relevant information that helps employees make informed decisions.
• Lead and manage relationships with internal parties and external contractors, ensuring seamless execution of equity-related activities.
• Ensure ongoing compliance with relevant domestic and international regulations, including IRS guidelines, and other private company-specific equity-related requirements. Support the preparation and submission of required filings and regulatory documents.

401k and Retirement Plans 

• Lead the administration and optimization of the company’s 401(k) plan and international retirement/pension programs, including employee enrollments, contributions, loans, distributions and company matching.
• Partner with internal stakeholders and external advisors to evaluate and enhance retirement plan designs (401(k) and pension schemes), integrating market benchmarking, employee feedback, regulatory developments and industry best practices.
• Manage relationships with third-party administrators (TPAs) and record-keepers to ensure accurate, timely, and compliant operations of all retirement and pension plans.
•  Monitor employee participation rates, ensuring proper payroll deductions and employer matching contributions are accurately reflected.
• Ensure compliance with ERISA, IRS regulations, Department of Labor guidelines, and other applicable standards.  Prepare and file necessary regulatory reports. such as Form 5500, non-discrimination testing, and plan audits.

Financial Wellness Education 

• Design and implement global financial wellness programs aimed at improving employees’ overall financial health, covering topics like budgeting, debt management, retirement planning, and saving for significant life events.
• Create and deliver educational content to help employees understand the value and tax implications of their equity awards and how to leverage their participation in the programs to maximize financial benefits.
• Partner with third-party providers (e.g., retirement administrators, financial planners, wellness platforms) to bring diverse, accessible financial wellness tools and resources to employees, enhancing their overall financial wellbeing.

Qualifications

• 10+ years of required experience in aspects of equity, retirement, or financial wellness
• Proven experience in retirement and pension schemes management is highly preferred
• Prior experience in equity management with a global scope
• Experience in leading cross-functional initiatives, ideally within high-growth and / or global organizations
• Demonstrated success in team leadership, including managing internal teams and external vendors or consultants to deliver high-impact results in a fast-paced environment
• Expertise in equity benefits regulations, trends, and best practices
• Excellent analytical skills, with the ability to interpret complex data and effectively communicate findings
• Demonstrated ability to manage multiple projects simultaneously and adapt to changing business needs
• Proven leadership and team management capabilities
• Exceptional communication and interpersonal skills, with the ability to collaborate effectively across diverse cultures and functions
• Advanced proficiency in Excel, including data analysis, financial modeling, and reporting
• Proficient in PowerPoint, with the ability to create clear, engaging presentations for stakeholders at all levels

Benefits

The base salary range for this role is $155,000 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 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.