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About the Role

The Head of Business Excellence serves as a strategic and operational partner to the President of iCapital Solutions, driving business performance, operational rigor, strategic development, and cultural alignment. This role functions as Chief of Staff and a member of the iCapital Solutions leadership team, playing a critical role in driving the key operating model of the US business and coordinating with international business counterparts. The ideal candidate will lead initiatives that enhance go-to-market excellence, strategy, CRM, reporting, M&A support, and foster a high-performing workforce.

Responsibilities

Oversee cross business line alignment, ensuring alignment with strategic goals.
Support go-to-market strategy and initiatives that drive consistency, effectiveness, and outcomes.
Lead cross-functional initiatives to drive change, including acquisition integration.
Oversee strategic program and project management for key initiatives.
Develop and maintain dashboards and scorecards to track business performance and key control metrics.
Oversee CRM and reporting needs for business and customer segmentation, marketing lead generation, and financial reporting.
Ensure strong coordination of key support functions across Legal, Compliance, Human Resources, and Risk teams.
Act as key liaison to corporate development on M&A efforts.
Support Management Committee agendas, presentations, and required CEO/CFO and Board of Directors support.
Oversee and standardize processes related to policy and procedure management, regulatory inquiries, platform access, committee governance, scorecard tracking, organizational growth, and key control monitoring.
Assess and enhance existing control procedures, identifying gaps and implementing improvements.
Ensure consistency in methodology and tracking across iCapital Solutions and underlying business units.
Drive change management efforts across the business unit.
Facilitate cross-functional collaboration to break down silos and improve execution.
Lead business reviews, planning cycles, and performance tracking.
Coordinate iCapital Solutions roadmap with Product and Technology teams.
Design and execute employee engagement strategies in partnership with HR.
Plan and facilitate town halls, offsites, and internal communications.
Act as a cultural ambassador, promoting values of excellence, accountability, and inclusion.

Requirements

15+ years in business management, business development, strategic planning risk or control functions, product development, business consulting, or Chief of Staff-type roles.
Experience working business development, product, and business segments.
Experience in the intermediary/institutional/financial advisory space and investment space (including alternatives or investment products) is preferred.
Proven track record of leading cross-functional initiatives and driving organizational change, utilizing both technology and process reengineering.
Strong understanding of operational risk, control frameworks, and regulatory environments.
Excellent communication, stakeholder management, and influencing skills.
Strategic thinker with strong analytical and problem-solving capabilities.
Proficiency in project management, data visualization, and reporting tools.

Skills

Business management
Business development
Strategic planning
Risk management
Control functions
Product development
Business consulting
Chief of Staff
Cross-functional initiative leadership
Organizational change management
Technology and process reengineering
Operational risk
Control frameworks
Regulatory environments
Communication
Stakeholder management
Influencing
Strategic thinking
Analytical skills
Problem-solving
Project management
Data visualization
Reporting tools

Location

New York, NY

Work Type

Hybrid (Monday-Thursday in office, Friday remote)

Experience Level

15+ years

Salary/Compensations

$250,000 to $300,000

Benefits

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare
100% employer paid dental
100% employer paid vision
100% employer paid telemedicine
100% employer paid virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

About the Company

iCapital is a financial services company.
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/

Equal Opportunity

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.