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Platform Operations Alternatives, Delivery Manager-Team Lead - Vice President

Greenwich, CT, United States

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $202 billion in global client assets invested in 1,655 funds, as of September 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking an experienced Vice President to join our Platform Operations team. This role will oversee the delivery of technical and operational requirements for our alternative investments business.  This individual will lead a team focusing on operational excellence, technical operations, and support. This position is essential for ensuring the quality and efficiency of our recurring platform operations and technical aspects of the platform while maintaining a client-centric approach. The ideal candidate will thrive in a fast-paced environment with a focus on continuous process improvement.

Responsibilities

  • Lead a team responsible for the execution of day-to-day platform operations for the alternative investment business. Provide training and guidance on processes, quality control, and adherence to operational standards.
  • Manage a dedicated book of alternative investment clients ensuring high-quality deliverables for recurring business activities such as fund launches, platform configurations, technical operations, and ongoing support.
  • Oversee and resolve escalations to ensure timely responses to support strong client relationships.
  • Ensure the team’s strict adherence to established processes and procedures, with a focus on operational consistency, testing, and quality control.
  • Drive ongoing improvements in processes and workflows to enhance efficiency, reduce manual effort, and streamline operations.
  • Implement and maintain best practices for documentation, knowledge sharing, and process transparency within the team and across departments.
  • Work cross-departmentally with several internal teams including Client Management, Product, and Fund Origination, collaborating to troubleshoot issues, identify platform enhancements, and support overall business objectives.

Qualifications

  • 10+ years of experience in platform operations or similar function within fintech, financial services or SAAS, with prior experience in a growth stage platform is preferred
  • Proven experience managing a small technology and operations-oriented team in a growth-stage environment, ideally within fintech, financial services, or a related field. Experience onboarding new team members is a plus
  • Meaningful experience leading operations with ticketing management, client responsiveness, and solving operational and support issues
  • Demonstrated ability in process improvement and/or complex deliverables within fintech, financial services, or SaaS space
  • Experience with technical integrations and business processes is a plus
  • Exceptional organizational skills and able to manage competing priorities in a fast-paced setting while working cross-functionally
  • Strong written and verbal communication skills, with an emphasis on documentation and knowledge management

Benefits

The base salary range for this role is $140,000 to $180,000. 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.

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