Transactional Operations Strategic Transformation - Assistant Vice President / Vice President

iCapital • Greenwich, CT

1d • $135,000 - $175,000 • Hybrid

About The Position

iCapital is seeking an Assistant Vice President or Vice President to join the Transactional Operations team and help lead strategic initiatives across the transaction lifecycle. The role partners with Operations, Product, Technology, Data and Analytics, and external partners to design operational strategies and scalable processes, strengthen controls, improve visibility, and drive automation.

The successful candidate will help transform transaction operations into a standardized, data-driven, exception-based operating model that supports continued growth and innovation. The position spans the development and implementation of strategic programs, operating models, governance, workflow improvements, and performance reporting across transaction operations.

Requirements

• Bachelor's degree in finance, business, operations, or a related field.
• At least 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.
• Ability to influence across business, product, technology, and operations teams.

Nice To Haves

• Knowledge of private funds, registered funds, interval funds, and alternative investment platforms.

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 with the needs of internal teams and external clients.
• Prepare executive-level recommendations, project updates, and strategic roadmaps.
• Drive 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.
• Serve as the operational subject matter expert on transaction lifecycle initiatives spanning subscriptions, redemptions, transfers, direct funds, ticker-traded products, and related new initiatives.
• Establish KPIs, dashboards, and management reporting to improve operational transparency and performance.

Benefits

• Equity for all full-time employees.
• Annual performance bonus.
• Employer-matched retirement plan.
• Subsidized healthcare.
• Employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave.
• Unlimited paid time off (PTO).
• Hybrid work schedule: office Monday through Thursday, with the flexibility to work remotely on Friday.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior