Senior Strategic Development & Planning - Senior Vice President

iCapital; New York (NY); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Equity

Annual bonus

Employer matched retirement plan

Comprehensive healthcare package

Unlimited PTO

Job summary

iCapital seeks a Senior Vice President to lead Strategic Development and Planning within the Business Excellence organization of OIPM. This role partners with OIPM leadership to strengthen scalability and performance, guiding budgeting, governance, and multi-year planning across fund operations.

The ideal candidate drives complex, executive-level strategy in a fast-paced financial services environment. The position demands deep strategic, analytical, and leadership capabilities, with a track

Qualifications

• 12+ years of experience in corporate strategy, management consulting (MBB or Tier 2) or related leadership role
• Bachelor’s degree in business, finance, economics, engineering or related field; MBA preferred
• Direct experience in private markets, wealth management, asset management, fintech or similar industry
• Strong leadership, collaboration, and stakeholder management skills
• Proven ability to influence executives and drive cross-functional initiatives
• Experience designing governance frameworks, operating models, and performance management processes

Responsibilities

• Build and lead a high-performing team with a culture of collaboration and accountability
• Lead annual and multi-year strategic planning for Fund Operations and related functions
• Drive large-scale business transformation and change management for scalability and efficiency
• Translate priorities into initiatives with clear objectives, milestones, and metrics
• Partner with senior leaders to align priorities and ensure execution across functions
• Oversee the strategic initiative portfolio and allocate resources to priorities
• Provide governance and oversight for critical initiatives with risk management
• Foster cross-functional collaboration and act as trusted advisor
• Prepare strategic recommendations and executive-level materials for investment decisions
• Synthesize data into actionable insights for senior executives
• Analyze new business opportunities including market and financial assessments
• Develop and oversee acquisition integration strategies
• Maintain executive dashboards and performance reporting frameworks

Skills

Strategic leadership

Stakeholder management

Executive communication

Financial modeling

Data-driven decision making

Change management

Team building

Education

Bachelor’s degree in business, finance, economics, engineering

MBA or advanced degree

Tools

Data visualization

BI tools

Job description

Senior Strategic Development & Planning - Senior Vice President

New York, New York, United States

About the Role

iCapital is looking to hire a Senior Vice President of Strategic Development and Planning to join the Business Excellence organization within Operations and Investment Product Management (OIPM). This highly visible and collaborative role will serve as a strategic partner to the OIPM leadership team and support the continued growth and evolution of the organization. The position will focus on strengthening scalability, operational effectiveness, and organizational performance across OIPM. The ideal candidate brings strong strategic, analytical, and business planning capabilities, along with exceptional leadership and stakeholder management skills. Success in this role requires navigating complex challenges, influencing executive-level discussions, and operating effectively in a dynamic, fast-paced environment.

Responsibilities

• Build, develop, and lead a high-performing team, fostering a culture of collaboration, accountability, continuous improvement, and excellence.
• Lead annual and multi-year strategic planning processes for Fund Operations and related functions, ensuring alignment with OIPM and firmwide priorities.
• Lead large-scale business transformation and change management initiatives focused on scalability, operational effectiveness, organizational alignment, sustainable growth, and business process improvement.
• Translate strategic priorities into actionable initiatives with clear objectives, milestones, success metrics, and accountability.
• Partner with senior leaders to align business priorities, drive decision-making, and ensure successful execution across functions.
• Oversee OIPM's strategic initiative portfolio, ensuring resources, investments, and priorities align with business objectives and long-term goals.
• Provide executive governance and oversight for critical business initiatives, ensuring timely execution, risk mitigation, measurable outcomes, consistency, transparency, and accountability across OIPM and the COO organization.
• Drive cross-functional collaboration across teams, serving as a trusted advisor and catalyst for organizational alignment and execution.
• Prepare strategic recommendations, business cases, and executive-level materials to support investment decisions, prioritization, and long-term planning.
• Synthesize complex operational, financial, and business data into actionable insights and compelling narratives for senior executives.
• Conduct strategic analyses of new business opportunities, including market assessments, competitive benchmarking, financial modeling, and operational impact evaluations.
• Partner with senior leaders to develop and oversee acquisition integration strategies, ensuring seamless transitions and realization of business objectives.
• Develop and maintain executive dashboards, scorecards, performance reporting frameworks, governance standards, execution frameworks, and performance management processes, while building deep expertise in the firm's operating model, organizational structure, business processes, systems, data, and key value drivers.

Qualifications

• 12+ years of experience in corporate strategy, management consulting (MBB or Tier 2), business transformation, strategic finance, corporate development, or a related leadership role within a high-growth organization
• Bachelor’s degree in business, finance, economics, engineering, or a related field required; MBA or other advanced degree is preferred
• Direct experience within private markets, alternative investments, wealth management, asset management, fintech, or another highly regulated and operationally complex industry, including fund operations
• Deep understanding of fund managers (GPs), investment products, fund structures, investor servicing models, operating environments, operational risk, control frameworks, regulatory environments, and scalable operating practices
• Proven experience building, leading, and developing high-performing teams, with a track record of fostering collaboration, accountability, continuous improvement, and professional growth
• Demonstrated ability to influence senior executives, build consensus, and align diverse stakeholders around common goals, priorities, and business outcomes
• Proven success leading large-scale strategic and cross-functional initiatives, organizational transformations, operating model enhancements, and organizational change through influence rather than direct authority
• Experience designing and implementing governance frameworks, operating models, performance management processes, and organizational effectiveness initiatives
• Strong business acumen with the ability to translate complex challenges into actionable strategies, business cases, and measurable outcomes
• Experience developing strategic recommendations and executive-level materials for leadership teams, executive committees, and board-level audiences
• Exceptional analytical, problem-solving, and financial modeling capabilities, with the ability to synthesize complex operational and financial data into clear, actionable insights
• Strong communication, executive presence, stakeholder management, and relationship-building skills, with proficiency in data visualization, reporting, and business intelligence tools used to support decision-making and performance management

The base salary range for this role is $200,000 to $250,000. 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.

iCapital is proud to be an Equal Employment Opportunity and Affluent 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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