VP, Transactional Ops Strategy — Remote + Equity

iCapital; New York (NY); Hybrid; USD 135,000 - 175,000; Full time

Job summary

iCapital is seeking an Assistant Vice President or Vice President to join the Transactional Operations team, leading strategic initiatives across the transaction lifecycle in New York. You will collaborate with Operations, Product, Technology, Data, and external partners to standardize processes, drive automation, and build a scalable, data-driven operating model that supports growth.

The role requires 6+ years in financial services or transformation, with strong program leadership, governance,

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

Responsibilities

• Lead strategic transformation initiatives across Transactional Operations, managing complex programs from business case development through implementation, adoption, and transition into business-as-usual operations.
• Partner with Product, Technology, and Data teams to align roadmap priorities and platform capabilities to support both internal teams and external clients.
• Prepare executive-level recommendations, project updates, and strategic roadmaps.
• Drive major industry partnership initiatives that enable straight through processing and workflow standardization across the Alternative Investments industry.
• Design and implement scalable operating models, controls, governance frameworks, and standard operating procedures.
• Drive operational automation, workflow optimization, and AI-enabled solutions to reduce manual effort and improve scalability.
• Represent as the operational subject matter expert on transaction lifecycle initiatives spanning subscriptions, redemptions, transfers, direct funds, ticker‑traded products and any related new initiatives.
• Establish KPIs, dashboards, and management reporting to improve operational transparency and performance.

Skills

Analytical skills

Project management

Stakeholder management

Automation

Operating models

Cross-functional collaboration

Communication skills

Influence across teams

Education

Bachelor's degree in finance, business, operations, or a related field

Job description

iCapital is seeking an Assistant Vice President or Vice President to join the Transactional Operations team, leading strategic initiatives across the transaction lifecycle in New York. You will collaborate with Operations, Product, Technology, Data, and external partners to standardize processes, drive automation, and build a scalable, data-driven operating model that supports growth.

The role requires 6+ years in financial services or transformation, with strong program leadership, governance,