What are the responsibilities and job description for the Platform Operations, Document Center Manager - Vice President position at iCapital?
Job Description
Job Description
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 :
Collaboration with Third-Party Providers :
Data Quality Assurance :
Qualifications
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.
Salary : $140,000 - $180,000
