Technology Product Strategy & Integration, Assistant Vice President

📍 Job Overview

Job Title: Technology Product Strategy & Integration, Assistant Vice President

Company: iCapital

Location: New York, New York, United States

Job Type: Full-Time

Category: Operations Strategy & Technology Integration

Date Posted: 2026-05-12T21:23:32

Experience Level: 5-10 Years

Remote Status: Hybrid

🚀 Role Summary

• Drive strategic technology product initiatives and integration efforts within the Business Excellence department, focusing on enhancing platform scale, global consistency, and operational excellence.

• Lead cross-functional projects, shaping operational strategy and delivering technology capabilities that support global scalability and efficiency.

• Partner closely with Business Operations, Investment Product Management, and Engineering teams to define technology requirements and align platform evolution with operational priorities.

• Execute and oversee a complex portfolio of cross-platform projects with a strong emphasis on KPI-driven outcomes, measurable improvements in efficiency, and risk mitigation.

• Conduct in-depth business process and operating model reviews to identify enhancement opportunities and ensure alignment with global standards.

📝 Enhancement Note: This role is positioned within the "Business Excellence" department, specifically focused on "Operations and Investment Technology Product Strategy and Integration." This indicates a strong emphasis on driving operational efficiency and leveraging technology to scale business processes, particularly within the financial services and private markets domain. The "Assistant Vice President" title suggests a mid-to-senior level role with significant ownership and strategic influence.

📈 Primary Responsibilities

• Execute and oversee a complex portfolio of cross-platform projects, ensuring timely delivery and alignment with strategic objectives.

• Define project scope, assess business impact, and communicate outcomes and progress effectively to stakeholders and senior management.

• Drive KPI-focused projects that deliver measurable improvements in efficiency, risk mitigation, and scalability across operational platforms.

• Own end-to-end business analysis, including requirements gathering, detailed documentation, and post-implementation benefit reviews to validate ROI.

• Conduct comprehensive business process and operating model reviews, ensuring alignment with iCapital’s global standards and identifying areas for optimization.

• Proactively identify process and technical enhancement opportunities across the iCapital platform to drive continuous improvement.

• Partner with Product Managers to shape and deliver new operational platform functionality that addresses evolving business needs.

• Identify and escalate project issues, risks, and dependencies proactively to ensure smooth project execution.

• Facilitate cross-organizational communication and integration meetings to drive alignment, foster collaboration, and resolve complex issues.

• Develop training materials, release notes, and deliver user training on new processes and system capabilities to ensure successful adoption.

• Support and contribute to projects that span global regions and time zones, ensuring effective cross-border collaboration.

• Recommend practical, data-driven technology solutions to address complex business problems and improve operational workflows.

📝 Enhancement Note: The responsibilities clearly highlight a blend of strategic thinking and hands-on execution. The emphasis on "KPI-focused projects," "business analysis," and "process reviews" indicates a strong need for analytical rigor and a data-driven approach. The requirement to "partner with Product Managers" and "facilitate cross-organizational communication" underscores the collaborative nature of the role and the importance of influencing without direct authority.

🎓 Skills & Qualifications

Education: Bachelor's degree in Business Administration, Finance, Technology, or a related field is typically expected for an Assistant Vice President role, though specific requirements are not detailed.

Experience: 5+ years of experience in financial services, ideally within the private markets or wealthtech space.

Required Skills:

• 5+ years of experience in financial services, with a strong preference for the private markets or wealthtech sectors.

• Deep understanding of operations within alternative investments, banking, or asset and wealth management.

• Knowledge of the private markets ecosystem and the full lifecycle of alternative products.

• Demonstrated experience with technology-enabled controls, data analytics, and workflow tools to drive operational efficiency.

• Strong business analysis skills, including requirements gathering, process mapping, and gap analysis.

• Proven project management capabilities to lead and execute complex initiatives.

• Exceptional prioritization, communication, and stakeholder management skills, with the ability to influence across various levels of the organization.

• Highly detail-oriented with robust analytical and problem-solving capabilities.

• Intellectually curious, proactive, and comfortable navigating ambiguity in a fast-paced environment.

• Strong relationship-building and influencing skills to foster collaboration and drive consensus.

Preferred Skills:

• Understanding of technical workflows, developer tools, or programming languages is a significant plus, indicating an advantage for candidates with a technical aptitude.

• Experience with global operations and cross-border project management.

• Familiarity with specific CRM, ERP, or workflow automation platforms commonly used in financial services.

📝 Enhancement Note: The qualifications emphasize a blend of domain expertise in financial services (specifically private markets/wealthtech) and strong operational/project management skills. The "preferred skills" section hints at potential future technology integration needs, making candidates with some technical exposure highly desirable. The "intellectually curious" and "comfortable navigating ambiguity" traits are crucial for success in a rapidly evolving operational technology landscape.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Showcase quantifiable results from projects managed, demonstrating improvements in operational efficiency, risk reduction, or scalability using specific KPIs.

• Provide examples of business analysis work, including process maps, requirement documents, and post-implementation benefit reviews that illustrate a structured approach to problem-solving.

• Present case studies of technology or process-driven solutions implemented, highlighting the problem, solution, and impact.

Process Documentation:

• Evidence of creating clear and concise business process documentation, including current-state and future-state process flows.

• Examples of developing and delivering training materials and release notes for system or process enhancements.

• Demonstrations of conducting operating model reviews and documenting findings and recommendations.

📝 Enhancement Note: Given the role's focus on strategy, integration, and process improvement, a portfolio demonstrating tangible outcomes from past projects is essential. Candidates should be prepared to articulate their approach to business analysis, problem-solving, and stakeholder management through specific examples. The ability to document and communicate complex operational changes effectively will be a key evaluation point.

💵 Compensation & Benefits

Salary Range: $110,000 - $145,000 USD per year. This range is competitive for an Assistant Vice President role with 5+ years of experience in New York City's financial services sector.

Benefits:

• Annual performance bonus: Performance-based incentive aligned with individual and company success.

• Equity for all full-time employees: Potential for ownership and long-term wealth creation within iCapital.

• Comprehensive benefits package:

  • Employer matched retirement plan (e.g., 401k): Financial support for long-term savings.

  • Generously subsidized healthcare: Employer contribution towards medical coverage.

  • 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling: Comprehensive health and wellness support.

  • Parental leave: Support for new parents during a significant life event.

  • Unlimited paid time off (PTO): Flexibility and autonomy in managing personal time off. Working Hours: Employees are expected to work in the office Monday-Thursday, with flexibility to work remotely on Friday, indicating a hybrid work model. The standard working hours are assumed to be 40 hours per week, with potential for extended hours depending on project demands.

📝 Enhancement Note: The salary range is explicitly stated and competitive for the specified experience level and location. The benefits package is robust, with a notable emphasis on health and wellness, and includes equity, which is a significant draw for talent in the financial technology sector. The hybrid work model with 4 days in-office is clearly defined.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services, specifically focusing on private markets and wealthtech. iCapital operates at the intersection of technology and alternative investments, providing a platform that connects investors with private fund managers.

Company Size: iCapital is a significant player in its niche, likely falling into the medium to large enterprise category based on its impact and growth. This size implies structured processes but also opportunities for impactful individual contributions.

Founded: iCapital was founded to address inefficiencies in the alternative investment space. Its history is rooted in innovation and leveraging technology to democratize access to private markets for accredited investors.

Team Structure:

• The "Business Excellence" department houses the "Operations and Investment Technology Product Strategy and Integration" team, suggesting a centralized function focused on optimizing business processes and technology.

• The team likely comprises individuals with diverse backgrounds in operations, product management, business analysis, and technology.

Methodology:

• Data-driven decision-making and KPI-focused project execution are core to the team's approach.

• Emphasis on process reviews and identifying enhancement opportunities to drive continuous improvement.

• Collaborative problem-solving and cross-functional alignment are essential for successful integration and strategy execution.

• Utilizing technology and workflow tools to achieve operational excellence and scalability.

Company Website: https://www.icapitalnetwork.com/about-us

📝 Enhancement Note: iCapital's focus on private markets and wealthtech positions it in a high-growth, complex sector. The company culture likely values innovation, data-driven insights, and a proactive approach to problem-solving. The team structure suggests a collaborative environment where operations and technology are integrated to drive business value.

📈 Career & Growth Analysis

Operations Career Level: This Assistant Vice President role represents a mid-to-senior level position within the operations and technology strategy domain. It offers significant responsibility for leading strategic initiatives, managing complex projects, and influencing operational direction. The role is ideal for individuals looking to deepen their expertise in financial services operations and technology integration.

Reporting Structure: The role reports into the Business Excellence department, specifically within the Operations and Investment Technology Product Strategy and Integration team. Direct reporting lines are not specified, but it's likely to a Vice President or Senior Vice President within the department. The role requires close collaboration with Product Managers and Engineering teams.

Operations Impact: This role has a direct impact on iCapital's ability to scale its operations globally, improve efficiency, mitigate risks, and enhance the overall client and investor experience. By shaping operational strategy and driving technology integration, the individual contributes significantly to the company's competitive advantage and growth trajectory in the lucrative private markets sector.

Growth Opportunities:

• Specialization: Deepen expertise in private markets operations, wealthtech, or specific technology integration areas.

• Leadership: Progress into senior management roles (e.g., Vice President, Senior Vice President) within Business Excellence or related operational functions.

• Cross-Functional Mobility: Opportunities to move into Product Management, Program Management, or broader operational leadership roles.

• Skill Development: Continuous learning in areas such as advanced data analytics, new workflow technologies, and global operational best practices.

📝 Enhancement Note: The AVP title suggests a clear career path towards senior leadership within operations and technology. The emphasis on cross-platform initiatives and global scalability points to opportunities for developing expertise in complex, large-scale operational challenges, which are highly valued in the financial services industry.

🌐 Work Environment

Office Type: The role is based in New York City and operates under a hybrid work model, requiring 4 days per week in the office and offering 1 day of remote flexibility.

Office Location(s): New York, New York, United States. Specific office details are not provided, but a major financial hub location implies a professional, corporate environment.

Workspace Context:

• The office environment is designed to foster collaboration, with dedicated days for in-person interaction, team meetings, and strategic discussions.

• Access to modern office technology and tools necessary for business analysis, project management, and data analysis will be standard.

• Opportunities for direct interaction with colleagues across various functions, including Product Management, Engineering, and other operational teams, are integral to the role.

Work Schedule: A hybrid schedule with 4 days in-office and 1 day remote provides a balance between in-person collaboration and individual work flexibility. Standard working hours are presumed to be full-time (approximately 40 hours per week), with the expectation of dedication to project timelines and deliverables.

📝 Enhancement Note: The hybrid model emphasizes the company's belief in the value of in-person collaboration for strategic initiatives and team cohesion, while still offering flexibility. This environment is conducive to roles that require both deep analytical work and strong interpersonal engagement.

📄 Application & Portfolio Review Process

Interview Process: The interview process is expected to be multi-stage, typical for an Assistant Vice President role in financial services.

• Initial Screening: HR or a recruiter will likely conduct an initial call to assess basic qualifications, cultural fit, and salary expectations.

• Hiring Manager Interview: A conversation with the hiring manager to delve into experience, responsibilities, and operational approach.

• Team/Peer Interviews: Meetings with key stakeholders, including Product Managers, Engineering leads, and other team members, to assess collaboration skills and technical understanding.

• Case Study/Presentation: Candidates may be asked to present a past project or tackle a hypothetical operational challenge, demonstrating business analysis, strategic thinking, and communication skills.

• Senior Leadership Interview: A final interview with a senior executive to evaluate strategic alignment and leadership potential.

Portfolio Review Tips:

• Quantify Impact: For each project in your portfolio, clearly articulate the business problem, your specific role and actions, the implemented solution, and the measurable results (e.g., percentage increase in efficiency, reduction in errors, cost savings). Use KPIs as much as possible.

• Showcase Process: Detail your approach to business analysis, requirements gathering, and process optimization. Include examples of process maps, user stories, or workflow diagrams if relevant.

• Highlight Collaboration: Be prepared to discuss how you partnered with Product Managers, Engineering, and other stakeholders to achieve project goals, focusing on communication and influencing strategies.

• Tailor to iCapital: Research iCapital's business and operational challenges. Frame your experience and portfolio examples in a way that directly addresses their needs in private markets technology and operations.

Challenge Preparation:

• Operational Problem Solving: Be ready to analyze a given operational scenario (e.g., a bottleneck in a fund onboarding process, a challenge in data reconciliation) and propose a technology-enabled solution. Focus on a structured approach: problem definition, root cause analysis, potential solutions, impact assessment, and implementation considerations.

• Strategy Articulation: Prepare to discuss your perspective on operational strategy in the wealthtech or private markets space, and how technology can drive business objectives.

• Stakeholder Communication: Practice explaining complex technical or operational concepts clearly and concisely, as you would to both technical and non-technical audiences.

📝 Enhancement Note: The interview process will likely assess not only technical and operational skills but also strategic thinking, problem-solving abilities, and the capacity to influence and collaborate across departments. A well-prepared portfolio that showcases quantifiable achievements and a clear methodology is crucial.

🛠 Tools & Technology Stack

Primary Tools:

• Project Management & Collaboration: Tools like Jira, Asana, Monday.com, or similar platforms for tracking project progress, managing tasks, and facilitating team communication.

• Business Analysis & Documentation: Confluence, Lucidchart, Visio, or similar for documenting processes, requirements, and technical specifications.

• Data Analysis & Reporting: Excel (advanced functions), SQL, Tableau, Power BI, or similar for analyzing operational data, identifying trends, and generating reports.

• CRM & Workflow Automation: While not explicitly stated, familiarity with CRM systems (e.g., Salesforce) and workflow automation tools (e.g., Zapier, Workato, or internal platforms) would be beneficial given the role's focus.

Analytics & Reporting:

• Proficiency in data analysis tools to extract insights from operational data, track KPIs, and support data-driven recommendations.

CRM & Automation:

• Understanding of how CRM systems support sales and operations processes.

• Familiarity with automation concepts and tools to improve efficiency in operational workflows.

• Experience with integration concepts between different systems is a plus.

📝 Enhancement Note: The role requires a strong command of typical business analysis and project management tools. Proficiency in data analysis and visualization is also key, as is an understanding of how CRM and automation technologies can enhance operational efficiency. While specific tools aren't listed, candidates should highlight experience with the most common platforms in the financial services technology space.

👥 Team Culture & Values

Operations Values:

• Efficiency & Scalability: A core value likely driving process optimization and technology adoption to support growth.

• Data-Driven Decision Making: Reliance on metrics and analytics to inform strategy and measure success.

• Collaboration & Partnership: Strong emphasis on working effectively with cross-functional teams to achieve common goals.

• Innovation & Continuous Improvement: A proactive mindset towards identifying and implementing enhancements to existing processes and systems.

• Client Focus: Ensuring operational strategies and technology solutions ultimately benefit clients and investors.

Collaboration Style:

• Cross-Functional Integration: The role necessitates seamless collaboration with Product Management, Engineering, and various operational teams to ensure alignment and successful integration of technology solutions.

• Proactive Communication: Open and transparent communication is vital for managing project risks, dependencies, and stakeholder expectations.

• Solution-Oriented Mindset: A collaborative approach focused on identifying and implementing practical, effective solutions to business challenges.

• Feedback Exchange: A culture that encourages constructive feedback on processes and strategies to foster continuous improvement.

📝 Enhancement Note: The team culture likely emphasizes a results-oriented, collaborative, and forward-thinking approach. Candidates should demonstrate an ability to work effectively in a matrixed organization, championing operational excellence and technological innovation.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating Complexity: The private markets and wealthtech sectors are inherently complex, requiring a deep understanding of niche products and regulations.

• Global Standardization: Implementing consistent operational processes and technology solutions across different global regions and time zones presents integration and harmonization challenges.

• Balancing Innovation with Stability: Introducing new technologies and processes while ensuring the stability and security of existing critical systems.

• Stakeholder Alignment: Gaining buy-in and managing expectations across diverse stakeholder groups with varying priorities.

Learning & Development Opportunities:

• Industry Expertise: Gaining in-depth knowledge of the alternative investments landscape and wealth management technology.

• Technology Integration: Developing skills in integrating various software platforms and understanding technical workflows.

• Strategic Product Development: Contributing to the strategic roadmap for operational technology and product enhancements.

• Leadership Skills: Honing influencing, negotiation, and executive communication skills through high-impact projects.

📝 Enhancement Note: This role offers substantial opportunities to tackle complex challenges in a rapidly evolving industry. The challenges themselves are growth opportunities, pushing candidates to develop strategic thinking, advanced problem-solving skills, and strong leadership capabilities.

💡 Interview Preparation

Strategy Questions:

• "Describe a complex cross-platform project you led. What were the key challenges, how did you ensure stakeholder alignment, and what was the measurable business impact?" (Focus on your approach to project execution, risk management, and KPI achievement).

• "How do you approach gathering requirements for a new technology solution that needs to integrate with existing operational systems? Walk us through your methodology." (Highlight your business analysis process and understanding of system integration).

Company & Culture Questions:

• "What interests you specifically about iCapital and our role in the private markets/wealthtech space?" (Research iCapital's mission, values, and recent achievements).

• "How do you foster collaboration between operations and technology teams, especially when dealing with differing priorities?" (Discuss your communication and influencing style).

Portfolio Presentation Strategy:

• Structure: Organize your portfolio by key achievements or project types (e.g., Process Optimization, Technology Implementation, Business Analysis).

• Storytelling: For each example, clearly articulate the "Situation," "Task," "Action," and "Result" (STAR method), emphasizing your individual contribution and the quantifiable outcomes.

• Visuals: Use clear visuals like process maps, charts, or dashboards where appropriate to illustrate your work and its impact.

• Conciseness: Be prepared to present your most impactful projects within a given timeframe, focusing on relevance to the AVP role at iCapital.

📝 Enhancement Note: Interview preparation should focus on demonstrating a blend of strategic thinking, operational expertise, and strong communication skills. Candidates should be ready to articulate their experience using concrete examples and quantify their impact.

📌 Application Steps

To apply for this operations position:

• Submit your application through the provided application link on Greenhouse.

• Tailor Your Resume: Highlight experience in financial services, private markets, wealthtech, business analysis, project management, and technology integration. Quantify achievements with specific metrics wherever possible.

• Prepare Your Portfolio: Curate 2-3 key projects that showcase your ability to lead cross-platform initiatives, conduct business analysis, and drive measurable improvements in efficiency and scalability. Be ready to discuss the business impact and your specific role.

• Research iCapital: Understand their business model, target market, and recent news to tailor your responses and demonstrate genuine interest.

• Practice Interview Questions: Rehearse answers to common behavioral, situational, and strategic questions, focusing on demonstrating your problem-solving skills, collaborative approach, and leadership potential.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

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