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iCapital Verified
FinTech, Financial Services, Wealth Management

Transactional Operations Strategic Transformation - Assistant Vice President / Vice President

RemoteRemoteFull Time$135,000–$175,000 /yrPosted 23 days agoVisa sponsorship available

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Required skills

  • transactional operations
  • strategic initiatives
  • transaction lifecycle
  • operational strategies
  • scalable processes
  • operational controls
  • visibility
  • automation
  • data-driven
  • exception-based operating model

Nice to have

  • private funds
  • registered funds
  • interval funds
  • alternative investment platforms

Role summary

iCapital is seeking an Assistant Vice President or Vice President for its Transactional Operations team to lead strategic initiatives across the transaction lifecycle. This role involves partnering with Operations, Product, Technology, and Data teams to design operational strategies, improve processes, strengthen controls, and drive automation. The goal is to transform transaction operations into a standardized, data-driven, and exception-based model. Responsibilities include managing complex programs, aligning roadmaps, preparing executive recommendations, driving industry partnerships for straight-through processing, designing operating models and controls, and implementing AI-enabled solutions. The role requires a Bachelor's degree and 6+ years of experience in financial services operations, consulting, or transformation, with a strong understanding of alternative investment operations and transaction workflows.

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.

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