iCapital

iCapital

Head of Business Excellence - Senior Vice President / Managing Director

New York, New York, United States · Exec · Full-time

Sponsorship not specified$250k-$300kDetected 12 days ago
Data VisualizationProject ManagementStakeholder ManagementCRMBusiness DevelopmentLead GenerationM&AHRPerformance ManagementLeadershipCommunicationCollaborationProblem SolvingPublic Speaking

About the role

  • This role functions as Chief of Staff and member of the iCapital Solutions leadership team.
  • Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Responsibilities

  • Partner with the President of iCapital to oversee cross business line alignment working closely with BU heads (alternatives, structured 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.
  • 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.
  • Drive change management efforts across the business unit, ensuring smooth adoption of new processes and systems.
  • 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.

Requirements

  • 15+ years in business management, business development, strategic planning risk or control functions, product development, business consulting, or Chief of Staff-type roles
  • 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
  • Proficiency in project management, data visualization, and reporting tools
  • Support the Management Committee agendas, presentations, and required CEO/CFO and Board of Directors support.
  • 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
  • Excellent communication, stakeholder management, and influencing skills
  • Strategic thinker with strong analytical and problem-solving capabilities
  • 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.
  • For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @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.

Nice to have

  • 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.

Compensation

  • 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.

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.

Company info

  • https://www.linkedin.com/company/icapital-network-inc |
  • We believe the best ideas and innovation happen when we are together.

Equal opportunity

  • 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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This listing is sourced directly from iCapital's careers page and normalized into a canonical job model.