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Head of Business Excellence - Senior Vice President / Managing Director

iCapital
New York, USAfull_timePosted 26 Jun 2026

About the role

<p>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 across the business unit. This role functions as Chief of Staff and member of the iCapital Solutions leadership team. This individual plays a critical role in driving the key operating model of the US business and coordinates with international business counterparts with a strong focus on business strategy, business management, internal communications, program and project management, CRM strategy, reporting, governance, and cross-functional enablement. The ideal candidate will lead initiatives that enhance strong go-to-market excellence, strategy and alignment with the enterprise, CRM, reporting, M&amp;A support and foster a high performing, engaged workforce.</p> <p><strong>&nbsp;</strong><strong>Responsibilities</strong></p> <ul> <li>Partner with the President of iCapital to oversee cross business line alignment working closely with BU heads (alternatives, structures products, and annuities and insurance), ensuring alignment with strategic goals.</li> <li>Support go-to-market strategy and initiatives that drive consistency, effectiveness, and outcomes.</li> <li>Lead cross-functional initiatives to drive change, including acquisition integration to improve efficiency, and enhance transparency.</li> <li>Oversee strategic program and project management for key initiatives.</li> <li>Develop and maintain dashboards and scorecards to track business performance and key control metrics.</li> <li>Oversee the CRM and reporting needs in support of business and customer segmentation, marketing lead generation, and financial reporting.</li> <li>Ensure strong coordination of key support functions across the Legal, Compliance, Human Resources and Risk teams.</li> <li>Act as key liaison to corporate development on M&amp;A efforts coordinating across iCapital Solutions for needed subject matter expertise.</li> <li>Support the Management Committee agendas, presentations, and required CEO/CFO and Board of Directors support.</li> <li>Oversee and standardize processes related to:&nbsp;</li> <ul> <li>Policy and procedure management</li> <li>Regulatory inquiries and responses</li> <li>Platform access and entitlements</li> <li>Committee governance and documentation</li> <li>Scorecard tracking</li> <li>Organizational growth and headcount management</li> <li>Key control monitoring and escalation.</li> </ul> <li>Assess and enhance existing control procedures, identifying gaps and implementing improvements.</li> <li>Ensure consistency in methodology and tracking

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Company

iCapital

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