InvestCloud, Inc.
InvestCloud, Inc. Benefits Overview
Compensation + Benefits
Offers 401(K)
Provides a pension
Offers life insurance
Offers company equity
Offers dental insurance
Offers health insurance
Offers Health Savings Account (HSA)
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers an Employee Assistance Program (EAP)
Offers generous PTO
Provides paid sick days
Provides paid holidays
Provides bereavement leave
Career Growth + Development
Provides customized development tracks
Job training & conferences
Company Culture
Offers a remote work program
Offers diversity-based Employee Resource Groups
Recently posted jobs
Fintech • Software
Drive net-new enterprise business and account expansion for InvestCloud’s wealth technology solutions. Responsibilities include self-sourced pipeline generation, consultative solution selling, executive relationship development, complex buying-group navigation, enterprise deal orchestration, forecasting, negotiation, and quota attainment. The role targets financial institutions such as wealth managers, banks, asset managers, RIAs, and broker-dealers, while partnering with Marketing, Sales Engineering, Product, and Account Management.
Fintech • Software
Build and manage InvestCloud’s commercial transfer agent network for the Altic private markets platform. Responsibilities include identifying and prioritizing transfer agent partners, structuring and negotiating pricing and contracts, coordinating with Legal, managing long-term relationships, overseeing renewals and escalations, and coordinating handoffs to Product and Engineering for integration. The role requires US asset management and transfer agency expertise, commercial partnership experience, and use of AI-enabled research tools.
Fintech • Software
Lead the identification, prioritization, negotiation, contracting, and onboarding of custodian partners for the Altic private markets network. Own long-term commercial and operational relationships, manage performance and renewals, coordinate Legal, Product, and Engineering handoffs, and represent custodian requirements in roadmap and commercial decisions. Use AI-native research tools for market scanning, pipeline scoring, and due diligence.
