Vice President, Strategic Operations Investment Management

Iconiq Growth; San Francisco (CA); Hybrid; USD 200,000 - 250,000; Full time

Job summary

A leading investment firm is seeking a Vice President of Strategic Operations to ensure operational excellence and strategic execution within the IM Development team. The role involves managing internal processes, fostering cross-functional collaboration, and driving data-informed decision-making to support business growth.

Benefits

Comprehensive Medical, Dental and Vision Insurance

401(k) matching program

Tuition reimbursement and support for professional certifications

Wellness and hybrid working stipends

Qualifications

• 8+ years in project management or strategic operational roles.
• Experience in Investment Banking, Management Consulting preferred.
• Strong proficiency in data analytics and CRM platforms.

Responsibilities

• Lead internal pipeline management processes and reporting.
• Drive strategic communication efforts and enhance prospect engagement.
• Project manage special initiatives and client onboarding processes.

Skills

Data analytics

CRM platforms

Project management

Business strategy

Cross-functional collaboration

Job description

Vice President Strategic Operations, IM Development

The Vice President, Strategic Operations plays a central role in ensuring operational excellence, strategic execution, and stakeholder alignment within the IM Development team. This role supports both internal business management and external client development efforts, bridging process management, strategic initiatives, data governance, technology adoption and cross-functional collaboration. The VP Strategic Operations will contribute directly to ICONIQ’s growth and effectiveness by reinforcing proactive accountability, refining internal communications, and driving data-informed decision-making across the team.

What You’ll Do:

• Lead internal pipeline management processes and reporting across prospect funnel activities, ensuring systematic execution and relationship continuity.
• Facilitate cross-functional network mapping and relationship tracking to support business development initiatives.
• Drive strategic communication efforts, including bespoke and standardized outreach, and coordinate with key internal stakeholders to enhance prospect engagement.
• Champion a culture of “uncommon care” through thoughtful prospect follow-ups and institutionalized exchanges.
• Project manage special initiatives, client onboarding processes, partner office requests, and internal strategic deliverables.
• Enhance infrastructure through CRM data quality oversight, Salesforce optimization, and integration of new technology solutions including AI tools.
• Own KPI tracking and reporting, ensuring data integrity and actionable insights. Drive accountability across the team.
• Lead initiatives in client network mapping, competitive intelligence, and referral tracking to support business growth.

Ideal Candidate Background:

• 8+ experience in a project management, business strategy or related strategic operational management role.
• Demonstrates commercial acumen, with experience in Investment Banking, Management Consulting, Wealth Management, or Asset Management preferred.
• Experience driving cross-functional collaboration across matrixed teams.
• Strong proficiency in data analytics, reporting, and CRM platforms (e.g., Salesforce).
• Familiarity with AI tools and a desire to explore their applications in process optimization and productivity is a plus.
• Experience in an operational delivery, Chief of Staff, or similar strategic delivery role at a financial services organization or consulting firm ideal.

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $200,000-$250,000 together with the benefits listed above.

About ICONIQ Capital

ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.