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iCapital Network

Connects wealth managers to alternative investments

Senior Strategic Development & Planning

Business Operations +1Confirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • At least 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.
  • A bachelor's degree in business, finance, economics, engineering, or a related field is required.
  • Direct experience within private markets, alternative investments, wealth management, asset management, fintech, or another highly regulated and operationally complex industry, including fund operations.
  • A 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 and 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, including 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.

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.

Desired Qualifications

  • An MBA or other advanced degree.

About the Company

iCapital Network

Connects wealth managers to alternative investments

iCapital Network, branded as iCapital, develops technology and services for wealth managers, asset managers, institutional investors and family offices. Its marketplace connects advisors with alternative investments, structured products and annuities, while enterprise platforms manage subscriptions, investor onboarding, documents and investment reporting. The company also structures and services access funds and supplies data management and compliance workflows for financial firms. It earns management, servicing and investor-placement fees through its investment arrangements, with compensation varying by product and agreement. Founded in 2013, iCapital is headquartered in New York City, New York.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$1.5B
Headquarters
New York City, New York
Founded
2013

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