Onboarding Operations - Associate

iCapital • Stamford, CT

12h • Hybrid

About The Position

iCapital is looking to hire an Onboarding Operations Associate to join the Data Solutions team. This role serves as a critical execution and coordination layer between Onboarding leadership and Analyst teams. This individual will be responsible for driving workflow efficiency, enforcing discipline, supporting case-level strategy, and ensuring high-quality execution across all phases on investment position onboarding. The ideal candidate will combine hands-on case management with real-time team oversight, enabling scalability, consistency, and elevated performance across the onboarding function.

Requirements

• 1-2+ years of experience in onboarding, operations, or client service roles (preferably in financial services or alternative investments)
• Strong knowledge with onboarding workflows, case management systems, and operational platforms
• Proven ability to manage competing priorities and deliver under tight deadlines
• Experience mentoring or overseeing junior team members

Responsibilities

• Oversee daily case pipeline across onboarding stages, ensuring adherence to weekly prioritizations.
• Rebalance workloads to optimize quantity, reduce aging, and mitigate bottlenecks.
• Step in to oversee high-risk, complex, or time-sensitive onboarding cases.
• Monitor key inflection points through the investment position onboarding lifecycle, ensuring timely progression and issue resolution.
• Serve as the first-line escalation point for analysts on process, operating platform, and case-related issues.
• Conduct quality checks on case work to ensure accuracy, completeness, and compliance with SOPs.
• Reinforce structured execution standards (i.e. documentation, tracking, and follow-ups).
• Provide real-time training and feedback to analysts to improve output quality and efficiency.
• Ensure consistent adoption of onboarding SOPs, tools, and workflows.
• Identify operational gaps (i.e. missed notifications, handoff breakdowns, manual workarounds).
• Partner with leadership to propose and implement scalable solutions and process enhancements.
• Influence the adoption of AI-enabled tools and automation solutions to improve efficiency and reduce manual effort.
• Drive standardization across teams and geographies.
• Act as a bridge between internal stakeholders including client service, quality control and product.
• Ensure clear, professional, and timely communication on onboarding status, risks, and blockers.
• Support escalation management and resolution tracking.
• Track and report on team productivity, case aging, and throughput metrics.
• Support the onboarding and training of new analysts (i.e. SOP walkthroughs, shadowing, and QA reviews).
• Identify skill gaps and reinforce targeted upskilling initiatives.
• Promote a culture of teamwork, accountability, continuous improvement, and operational excellence.

Benefits

• The base salary range for this role is $75,000 to $85,000.
• 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).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed