Transactional Operations Strategic Transformation - Assistant Vice President / Vice President
iCapital Network Transactional Operations Strategic Transformation - Assistant Vice President / Vice President
About the Role
iCapital is seeking an Assistant Vice President or Vice President to join the Transactional Operations team helping to lead strategic initiatives across the transaction lifecycle. This role will partner across Operations, Product, Technology, Data and Analytics, and external partners to design operational strategies, scalable processes, strengthen operational controls, improve visibility, and drive automation. This individual will help transform transaction operations into a standardized, data-driven, and exception-based operating model that supports continued growth and innovation.
Responsibilities
- Lead strategic transformation initiatives across Transactional Operations, managing complex programs from business case development through implementation, adoption, and transition into business-as-usual operations.
- Partner with Product, Technology, and Data teams to align roadmap priorities and platform capabilities to support both internal teams and external clients.
- Prepare executive-level recommendations, project updates, and strategic roadmaps.
- Drive major industry partnership initiatives that enable straight through processing and workflow standardization across the Alternative Investments industry.
- Design and implement scalable operating models, controls, governance frameworks, and standard operating procedures.
- Drive operational automation, workflow optimization, and AI-enabled solutions to reduce manual effort and improve scalability.
- Represent as the operational subject matter expert on transaction lifecycle initiatives spanning subscriptions, redemptions, transfers, direct funds, ticker-traded products and any related new initiatives.
- Establish KPIs, dashboards, and management reporting to improve operational transparency and performance.
Qualifications
- Bachelor's degree in finance, business, operations, or a related field
- 6+ years of experience in financial services, operations, consulting, product strategy, or transformation roles
- Strong understanding of alternative investment operations and transaction lifecycle workflows
- Proven experience leading large-scale cross-functional programs and strategic initiatives
- Demonstrated ability to improve processes through automation, technology, data, and operational redesign
- Experience developing operating models, governance frameworks, controls, and performance metrics
- Strong analytical, problem-solving, and project management skills
- Excellent communication and stakeholder management capabilities
- Able to influence across business, product, technology, and operations teams
- Knowledge of private funds, registered funds, interval funds and alternative investment platforms is preferred
Benefits
The base salary range for this role is $135,000 to $175,000. 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 X: @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.
Skills
As published by greenhouse · 15 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (9)
- Preferred First Name
- What is your full legal name?
- What is your desired base salary expectation? Please specify the amount and currency.
- What is your desired bonus expectation? Please specify the amount and currency.
- What is your desired total annual compensation when considering an equity award? Please specify the amount and currency.
- Are you subject to any form of Garden Leave or a Non-Compete Agreement? If yes, please provide detail below.
- If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A".
- What is your LinkedIn profile URL? If applicable, please share the link. optional
- What is your personal website or online portfolio? If applicable, please share the link. optional
Pick from a list (5)
- Are you legally eligible to work in the country where this role is located?
- Do you currently require any type of visa sponsorship for employment?
- Do you require any type of visa sponsorship for employment in the future (i.e. student visa transfer to H1B, etc)?
- iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role.
- How did you hear about this job?
Written answers (1)
- What forms of deferred compensation do you currently have (e.g., unpaid or deferred bonus, equity, or other long‑term incentive plans)? Please provide as much detail as possible. If no form of deferred compensation exists, please input N/A for this question.