Strategy & Execution Manager – Private Markets Network

Role Context InvestCloud is a private-equity backed platform business supporting over $6 trillion of assets globally, with deep, long-standing relationships across the asset and wealth management ecosystem. The firm works with many of the world’s largest wealth managers and asset managers, operating at true institutional scale.

Private markets are rapidly becoming a core part of wealth portfolios - but the industry infrastructure has not kept pace.

Most wealth managers still rely on manual processes, fragmented data, bespoke integrations, and operational workarounds to deliver private market exposure. This fundamentally limits scale, degrades client experience, and slows advisor adoption.

InvestCloud’s Private Markets Network (PMN) is designed to change that.

PMN is a network-level execution and processing platform that enables private market investments to be delivered at managed-account scale, with the same operational discipline, control framework, and integration model that wealth managers expect in public markets. PMN underpins InvestCloud’s private markets account capabilities and sits at the intersection of:

• wealth managers
• private market asset managers
• custodians and fund administrators
• platform and market infrastructure

This role sits at the centre of that transformation, with direct exposure to both the buy-side and sell-side of the private markets ecosystem - and the opportunity to influence how private markets scale across some of the largest platforms in the industry.

Purpose of the Role The Strategy and Execution Manager will play a critical role in shaping how PMN is built, positioned, and adopted by the market. *InvestCloud is hiring 2 FTEs , at the Lead and Manager levels.

This is not a passive enablement role.

The role actively:

• shapes PMN’s product and network strategy
• works directly with the market to unlock private markets at scale
• translates real-world adoption constraints into product, rule, and operating model decisions

You will work as a close right-hand to PMN leadership, operating at the intersection of product strategy, market engagement, and execution.

What You’ll Actually Be Doing This role is broad by design. On any given week, you might be:

• Working with a major wealth manager to understand what really blocks them from scaling private markets in managed accounts.
• Engaging with private market asset managers to understand product, operational, and distribution constraints.
• Helping define how PMN’s rules, workflows, or data models need to evolve to remove those blockers.
• Shaping adoption playbooks that determine how the market experiences PMN.
• Turning messy client conversations into clear product and network strategy input.
• Helping PMN leadership decide what matters next — and what doesn’t.

Key Responsibilities Market Strategy & Unlock

• Work directly with PMN leadership to shape PMN’s market strategy and adoption approach across both wealth and asset managers.
• Engage with wealth managers to understand adoption constraints across operating model, governance, data, technology, and servicing.
• Engage with private market asset managers to understand product, operational, and distribution constraints that limit their ability to scale through wealth channels.
• Help define what it means for both wealth managers and asset managers to be “PMN-ready” — and how to get them there.
• Translate market reality from both sides of the network into clear strategic and product implications.

Product Strategy & Market Translation

• Act as a bridge between the wealth market and PMN product teams.
• Influence PMN product direction by grounding decisions in real-world adoption challenges.
• Help shape PMN rules, workflows, and operating model assumptions.
• Ensure the product roadmap reflects what will actually unlock scale in wealth.

Go-To-Market Strategy & Execution Support

• Support PMN go-to-market positioning and narratives with real market insight.
• Help align PMN sales motions to reduce friction and misalignment.
• Prepare materials and analysis for senior internal and external stakeholders.
• Take ownership of defined PMN initiatives end-to-end.

Adoption, Onboarding & Enablement

• Support the creation of wealth and asset manager readiness frameworks, onboarding playbooks, and adoption guides.
• Work closely with the team to align PMN onboarding expectations…