iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $209 billion in global client assets invested in 1,690 funds, as of November 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking an experienced Vice President to lead operational efficiency and data quality for the Document Center product line within the Platform Operations team. This newly created role is pivotal in addressing legacy inefficiencies, resolving data and document breaks, and building a scalable operational framework. This role will drive seamless document ingestion, posting, and remediation to ensure a reliable document experience for clients. This position combines technical oversight with stakeholder management to deliver solutions for both existing gaps and future growth, enhancing the operational effectiveness of our Document Center.

This individual will work closely with internal teams, external third-party providers, and stakeholders across the platform to develop innovative processes and uphold high standards of client service and operational excellence.

Responsibilities

Document Management and Monitoring:

• Oversee the intake, tracking, and posting of documents to the platform, ensuring timely and accurate availability for clients.
• Monitor key data points across document uploads to identify and resolve issues such as data inconsistencies, failures in passage, or missing documents.
• Maintain a dashboard or reporting mechanism to track document posting progress and highlight ongoing issues or bottlenecks.

Remediation and Issue Resolution:

• Act as the primary point of contact for addressing document failures, working with internal teams, external data providers, and third-party administrators to resolve issues.
• Coordinate remediation efforts for disconnected or backlogged data, ensuring alignment with internal workflows and platform standards.
• Collaborate with product teams to escalate and resolve systemic issues that affect document visibility or accuracy.

Collaboration with Third-Party Providers:

• Act as a central point of contact between internal teams (e.g., product, platform operations) and external providers, ensuring clear communication, alignment, and resolution of document-related issues.
• Monitor data accuracy across submitted documents, identifying patterns of failure and working with providers and internal teams to improve quality.

Data Quality Assurance:

• Develop and enforce quality control measures to validate the accuracy, completeness, and timeliness of posted documents.
• Conduct audits to identify systemic issues and recommend process enhancements to maintain high standards of data and document integrity.

Qualifications

• 10+ years of leadership experience in operational management, document processing, data quality assurance, or a related field
• Proven success in building scalable frameworks for addressing operational inefficiencies and data inconsistencies
• Strong knowledge of dashboards and audit tools (e.g., Tableau) to monitor operational performance, key metrics, and workflows. Experience with Tableau or similar BI tools is preferred
• Strong knowledge of SQL for querying, reporting, and troubleshooting at scale. Experience with Python is a plus
• Demonstrated ability to identify trends and implement innovative technical solutions for cross-functional challenges
• Demonstrated ability to manage cross-functional teams and influence stakeholders at all levels, both internally and externally
• Adept at building relationships with third-party providers and aligning cross-functional priorities
• Strong communication skills with a focus on client service and stakeholder management

Benefits

The base salary range for this role is $140,000 to $180,000.  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.

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/

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.