Broker Dealer Compliance - Associate Job at iCapital, Greenwich, CT

Y0pmLzBSUEhWVTNQa0pYUHFicWVyNldtc2c9PQ==
  • iCapital
  • Greenwich, CT

Job Description

Job Description

Job Description

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 $218 billion in global client assets invested in 1,760 funds, as of January 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 for a Compliance Associate candidate to join its Regulatory and Compliance group, focused on broker-dealer compliance. This team member will oversee employee-related compliance matters such as the review and approval of employees outside brokerage accounts, personal trading activities, private investments, and outside business activities. The candidate will also be responsible for generally assisting the Regulatory and Compliance team with various compliance focused tasks, including updates to policies and procedures and monitoring and testing.

Responsibilities

  • Collaborate across various business lines on new marketing initiatives, providing compliance guidance
  • Assist in maintaining and updating policies and procedures based on new regulatory developments and new business initiatives
  • Assist in developing and conducting company-wide training to meet both SEC and FINRA obligations
  • Assist in preparing for and responding to inquiries and audits from regulatory authorities

Qualifications

  • 2-5 years of experience, preferably with broker dealer experience
  • Strong knowledge of the FINRA rules
  • Excellent verbal communication skills and strong ability for personal interaction
  • Able to thrive in a fast-paced environment with a continuous learning mindset
  • Robust project management and process development skills
  • JD a plus, but not required

Benefits

The base salary range for this role is $ 90,000 to $ 115,000. 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 -us Twitter: @icapitalnetwork | LinkedIn: -network-inc | Awards Disclaimer: -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.

Job Tags

Full time, Remote job,

Similar Jobs

Henry Street Settlement

Chief People Officer Job at Henry Street Settlement

 ...Our team has a passion for our mission and the needs of our people. We offer a competitive benefits package, including healthcare...  ...and health care programs.What Were Looking for in our New Chief People Officer As Chief People Officer, you will leverage your knowledge of... 

Outsource

Recruiter Job at Outsource

 ...Recruiter / Sales Outsource is the largest staffing firm in the...  ...average first year comp: $53k+)~ Paid time off: 15 personal, 7...  ...other!!!)~ Low-cost insurance: Medical, Dental, Vision, & Life ~...  ...experience, required Prior internship/work experience in sales, marketing... 

RL Jones Customhouse Brokers

US Broker Operations Manager Job at RL Jones Customhouse Brokers

 ...abilities, coupled with comprehensive knowledge of laws and regulations impacting the industry Certifications & Licenses: Customs Broker license preferred Industry related certifications preferred Education Minimum of two years of industry-related... 

Pyramid Consulting, Inc

Software Engineer V Job at Pyramid Consulting, Inc

 ...Immediate need for a talented Software Engineer V. This is a 06+months contract opportunity with long-term potential and is located in Redmond, WA(Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID: 25-69865 Pay Range:... 

City of Dallas

Assistant City Attorney - Criminal Law & Police Liaison Section Job at City of Dallas

 ...Assistant City Attorney Dallas City Attorneys Office Criminal Law & Police Liaison Section The Dallas City Attorneys Office is seeking an energetic, self-motivated attorney with at least two years of experience, including experience in Texas municipal or state...