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Platform Documents and Data Operations, Team Lead - Vice President

Vice President, Team Lead for Platform Documents and Data Operations.
iCapital
Remote
Hybrid
On-Site
United States
USD 140,000 - 180,000
Job Description
iCapital is seeking a Vice President, Team Lead for Platform Documents and Data Operations. This role involves leading a team responsible for onboarding and maintaining document flows from fund administrators to the iCapital platform. The successful candidate will develop and execute the strategic vision for the Document Center, aligning with company growth objectives and client needs.Responsibilities include building and mentoring a high-performing team, creating scalable processes, optimizing the administrator onboarding process, implementing metrics and reporting, and partnering with Product and Engineering teams to enhance document processing systems. They will also lead technical integration efforts with fund administrators and drive administrator adoption and engagement.Responsibilities:
  • Develop and execute the strategic vision for the Document Center
  • Build, mentor, and lead a high-performing team
  • Create scalable processes
  • Establish and optimize the administrator onboarding process
  • Implement metrics, dashboards, and reporting
  • Develop and enforce service level agreements
  • Partner with the Product and Engineering teams
  • Lead technical integration efforts with fund administrators
  • Implement monitoring and alerting systems
  • Collaborate with the Sales team
  • Drive administrator adoption and engagement
  • Work with the Product teams to translate operational insights
Qualifications:
  • 10+ years of progressive leadership experience in fintech, financial services, or SaaS operations
  • 5+ years managing complex operational teams with technical components
  • Proven track record of scaling operations in high-growth environments
  • Experience in managing relationships with enterprise clients or partners
  • Background in financial document processing, data operations, or related fields a plus
  • Strong technical aptitude
  • Exceptional leadership skills
  • Strategic thinking balanced with hands-on operational problem-solving
  • Excellent communication skills
iCapital offers:
  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare
  • 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
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iCapital

iCapital is a financial technology company that operates an alternative investment marketplace. Its platform facilitates access to public and private market strategies for advisors, wealth management firms, asset managers, and banks, serving the high-net-worth client segment. The company offers services for a substantial volume of client assets invested across numerous funds. iCapital's platform aims to transform the evaluation and recommendation process for bespoke investment options.

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