Transactional Operations Strategic Transformation - Assistant Vice President / Vice President

The role

This role leads strategic initiatives across the transaction lifecycle. The individual will partner with various teams to design operational strategies, scalable processes, and drive automation.

What you will do

• Lead strategic transformation initiatives across Transactional Operations.
• Partner with Product, Technology, and Data teams to align roadmap priorities.
• Prepare executive-level recommendations, project updates, and strategic roadmaps.
• Drive major industry partnership initiatives for straight through processing and workflow standardization.
• Design and implement scalable operating models, controls, governance frameworks, and standard operating procedures.
• Drive operational automation, workflow optimization, and AI-enabled solutions.
• Represent as the operational subject matter expert on transaction lifecycle initiatives.
• Establish KPIs, dashboards, and management reporting.

Required 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

Nice to have

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

Benefits

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Subsidized healthcare
• 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is an Equal Employment Opportunity and Affirmative Action employer.