Head of Business Excellence - Senior Vice President / Managing Director
New York, New York, United States · Hybrid
$250k–$300k/yr
Senior+$1.4B raised
The Head of Business Excellence serves as a strategic and operational partner to the President of iCapital Solutions, driving business performance, operational rigor, strategic development and cultural alignment across t…
Skills: Business Management, Strategic Planning, Chief of Staff, Project Management, CRM Strategy
Product Operations, Director - Vice President Department: Annuities Platform Location(s): Salt Lake City, UT About the Role iCapital is looking to hire a Director of Product Operations to join the Annuities Platform team…
About the Role iCapital is seeking an experienced and highly capable Office Manager to lead operations for our Jaipur office. This is a critical role within the global Facilities team and is central to delivering excepti…
Skills: Office Operations, Facilities Management, Vendor Management, Budgeting, People Leadership
About the Role iCapital is seeking an Associate Full Stack Engineer with an initial emphasis on frontend development to join the Post-Investments Technology team. This individual will work closely with multiple Engineeri…
Skills: TypeScript, Scala, Ruby on Rails, Frontend Development, Backend Development
Institutional Capital Network, Inc. VP, Distributed Ledger New York, NY Responsibilities: Architect and implement modular, high-performance React components and full UI flows across a distributed financial technology pla…
Skills: React, Redux, React Query, Jest, Playwright
About the Role The Site Reliability Engineering team at iCapital is fundamental to ensuring our platform delivers consistent, reliable service to our client base. As a Site Reliability Engineer, you'll work at the inters…
Skills: Site Reliability Engineering, AWS, Kubernetes, Terraform, OpenTelemetry
About the Role iCapital is looking to hire an Associate to join the LATAM Investor Relations team to service the company’s rapidly growing client base in the region. This role will work with a broad range of clients with…
About the Role iCapital’s Platform Technology Support team provides technical support to its rapidly growing client base of financial advisors and individual investors, as part of the company’s mission to create a best-i…
Skills: Technical Support, API Troubleshooting, Database Management, Data Retrieval, Client Communication
About the Role iCapital is looking to hire an Associate / Assistant Vice President to join the Distribution team’s Midwest U.S. region. This high-performing leader will oversee all aspects of wholesaling investment produ…
Colorado Springs, Colorado, United States · Hybrid
$55k–$75k/yr
Mid level$1.4B raised
About the Role iCapital is looking to hire a Quality Assurance Analyst to join the Structured Investments and Annuities team. This individual plays an integral role in the success of Hexure by iCapital products by ensuri…
Skills: Software Quality Assurance, Application Testing, Test Plan Design, Test Case Execution, Functional Testing
Fund Finance, CIT Funds - Assistant Vice President
Salt Lake City, Utah, United States · Hybrid
$85k–$110k/yr
Senior$1.4B raised
About the Role iCapital is transforming the retirement investment landscape and is seeking a detail-oriented, analytical Fund Accountant to support the expansion of its Collective Investment Trust (CIT) platform, with a …
Skills: Fund Accounting, NAV Calculation, US GAAP, SEC Reporting, Alternative Investments
Canadian Fund Tax - Associate / Assistant Vice President
Toronto, Ontario, Canada · Hybrid
$80k–$110k/yr
Mid level$1.4B raised
About the Role iCapital’s rapid expansion in the Canadian marketplace creates an opportunity for an experienced and talented tax professional to support its Canada expansion strategy in a newly created role within the Op…
Skills: Canadian Tax Compliance, Fund Tax Structuring, CRA Correspondence, Excel, Tax Slip Management
About the Role iCapital is seeking a Product Specialist to join the Solutions team. This role is responsible for managing and strengthening relationships with asset managers and financial institutions while supporting bo…
Regulatory & Compliance - Assistant Vice President
Salt Lake City, Utah, United States · Hybrid
$85k–$110k/yr
Senior$1.4B raised
About the Role iCapital is looking for a Compliance Assistant Vice President to join its Regulatory and Compliance team to lead the review and approval process for marketing materials created by our investment advisers a…
Skills: Regulatory Compliance, Marketing Material Review, SEC Compliance, FINRA Compliance, Alternative Investments
Platform Technology Support - Assistant Vice President / Vice President
New York, New York, United States · Hybrid
$115k–$150k/yr
Senior+$1.4B raised
iCapital is seeking a motivated and client focused Assistant Vice President or Vice President to join the Platform Technology Support team. This role will support the day-to-day service operations of iCapital’s rapidly g…
About the Role iCapital is looking to hire a Fund Monitoring Analyst to join the Fund Monitoring, Reporting and Governance team. This individual will be responsible for conducting ongoing investment monitoring for privat…
Structured Investments Attorney - Assistant Vice President / Vice President
Greenwich, Connecticut, United States · Hybrid
$180k–$220k/yr
Mid level$1.4B raised
About the Role iCapital is looking to hire a Structured Investments and Annuities Coverage Attorney to join the Legal team. The ideal candidate is an attorney with experience with financial products, including structured…
Structured Investments Attorney - Assistant Vice President / Vice President
New York, New York, United States · Hybrid
$180k–$220k/yr
Mid level$1.4B raised
About the Role iCapital is looking to hire a Structured Investments and Annuities Coverage Attorney to join the Legal team. The ideal candidate is an attorney with experience with financial products, including structured…
About the Role iCapital is looking for an Analyst to join the Structured Investments Distribution team to focus on operations and assist the Trading department. This role will support the Trading department within the St…
Skills: Order Entry, Security Set Up, Trade Break Resolution, Month-end Closeouts, Bloomberg TOMs
About the Role iCapital is seeking a skilled and dynamic Associate to join our Revenue Control team within the Corporate Finance organization. This individual will be a key player in shaping the future of iCapital as the…
Acts as a strategic partner and Chief of Staff to the President of iCapital Solutions to drive business performance and operational rigor. Leads cross-functional initiatives including go-to-market strategy, M&A integration, and the design of employee engagement strategies.
Requirements
Requires over 15 years of experience in business management, strategic planning, or Chief of Staff roles, preferably within the financial advisory or investment space. Must possess strong analytical skills and a proven track record of leading organizational change and managing operational risk.
Full job description
The Head of Business Excellence serves as a strategic and operational partner to the President of iCapital Solutions, driving business performance, operational rigor, strategic development and cultural alignment across the business unit. This role functions as Chief of Staff and member of the iCapital Solutions leadership team. This individual plays a critical role in driving the key operating model of the US business and coordinates with international business counterparts with a strong focus on business strategy, business management, internal communications, program and project management, CRM strategy, reporting, governance, and cross-functional enablement. The ideal candidate will lead initiatives that enhance strong go-to-market excellence, strategy and alignment with the enterprise, CRM, reporting, M&A support and foster a high performing, engaged workforce.
Responsibilities
Partner with the President of iCapital to oversee cross business line alignment working closely with BU heads (alternatives, structures products, and annuities and insurance), ensuring alignment with strategic goals.
Support go-to-market strategy and initiatives that drive consistency, effectiveness, and outcomes.
Lead cross-functional initiatives to drive change, including acquisition integration to improve efficiency, and enhance transparency.
Oversee strategic program and project management for key initiatives.
Develop and maintain dashboards and scorecards to track business performance and key control metrics.
Oversee the CRM and reporting needs in support of business and customer segmentation, marketing lead generation, and financial reporting.
Ensure strong coordination of key support functions across the Legal, Compliance, Human Resources and Risk teams.
Act as key liaison to corporate development on M&A efforts coordinating across iCapital Solutions for needed subject matter expertise.
Support the Management Committee agendas, presentations, and required CEO/CFO and Board of Directors support.
Oversee and standardize processes related to:
Policy and procedure management
Regulatory inquiries and responses
Platform access and entitlements
Committee governance and documentation
Scorecard tracking
Organizational growth and headcount management
Key control monitoring and escalation.
Assess and enhance existing control procedures, identifying gaps and implementing improvements.
Ensure consistency in methodology and tracking across the iCapital Solutions and underlying business unit.
Drive change management efforts across the business unit, ensuring smooth adoption of new processes and systems.
Facilitate cross-functional collaboration to break down silos and improve execution.
Lead business reviews, planning cycles, and performance tracking.
Coordinate iCapital Solutions roadmap with the Product and Technology teams to drive client outcomes.
Design and execute employee engagement strategies in partnership with HR, including surveys, feedback loops, performance management calibrations and action plans.
Plan and facilitate town halls, offsites, and internal communications to foster transparency and alignment.
Act as a cultural ambassador, promoting values of excellence, accountability, and inclusion.
Qualifications
15+ years in business management, business development, strategic planning risk or control functions, product development, business consulting, or Chief of Staff-type roles
Experience working business development, product, and business segments. Experience in the intermediary/institutional/financial advisory space and investment space (including alternatives or investment products) is preferred
Proven track record of leading cross-functional initiatives and driving organizational change, utilizing both technology and process reengineering
Strong understanding of operational risk, control frameworks, and regulatory environments
Excellent communication, stakeholder management, and influencing skills
Strategic thinker with strong analytical and problem-solving capabilities
Proficiency in project management, data visualization, and reporting tools
Benefits
The base salary range for this role is $250,000 to $300,000. 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.
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.
Related keywords
Business ExcellenceChief of StaffGo-To-Market StrategyM&ACRMOperational RiskControl FrameworksRegulatory ComplianceAMLKYCPKRChange ManagementFinancial AdvisoryAlternative InvestmentsBusiness Unit AlignmentScorecards
Helping Financial Professionals implement and manage alternative strategies for growth.
Industry
Technology, Information and Internet
Company size
1,001-5,000 employees
Founded
2013
Headquarters
New York, NY
LinkedIn followers
90,895
Total funding
$1.4B
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.
Offices: 60 East 42nd Street, 26th Floor, New York, NY 10165, US · 2 Greenwich Plaza, Greenwich, Connecticut 06830, US · 214 Carnegie Center, Princeton, New Jersey 08540, US · 10 High Street, Boston, Massachusetts 02110, US · 2500 N Military Trail, Boca Raton, Florida 33431, US
HNW Fundraising PlatformAlternative InvestmentsPrivate Equity and Hedge FundsPrivate Investor NetworkPrivate Access VehiclesCustom Fund Solutionsand Private CreditBankingAsset ManagementFinTech
Helping Financial Professionals implement and manage alternative strategies for growth.
Industry
Technology, Information and Internet
Company size
1,001-5,000 employees
Founded
2013
Headquarters
New York, NY
LinkedIn followers
90,895
Total funding
$1.4B
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.
Offices: 60 East 42nd Street, 26th Floor, New York, NY 10165, US · 2 Greenwich Plaza, Greenwich, Connecticut 06830, US · 214 Carnegie Center, Princeton, New Jersey 08540, US · 10 High Street, Boston, Massachusetts 02110, US · 2500 N Military Trail, Boca Raton, Florida 33431, US
HNW Fundraising PlatformAlternative InvestmentsPrivate Equity and Hedge FundsPrivate Investor NetworkPrivate Access VehiclesCustom Fund Solutionsand Private CreditBankingAsset ManagementFinTech