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iCapital

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Integration Project Manager - Vice President

iCapital

New York, New York, Unit... Strategic Integration 2d ago

Executive Governance and Initiatives - Assistant Vice President / Vice President

iCapital

New York, New York, Unit... Strategic Integration 2d ago

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Integration Project Manager - Vice President

iCapital · New York, New York, United States

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Strategic Integration US NY - New York City Posted May 7, 2026

About the Role

iCapital is seeking a Vice President to support Integration Project Management, with a specific focus on M&A integration as the firm expands its global capabilities and product suite. This role will work closely with the Integration leadership, and cross functional leaders to coordinate integration plans, track execution, and ensure acquired organizations, technologies, and operations are smoothly incorporated into iCapital’s platform.

Responsibilities

Support the Integration leadership in managing end-to-end integration activities across workstreams (i.e. Technology, Product, Data, Operations, Legal, Finance, HR, and Client Experience).
Help coordinate integration planning sessions, maintain program timelines, and ensure follow-up on key actions.
Prepare integration documentation including project plans, dependency maps, and communication materials.
Facilitate regular workstream check-ins and support preparation for executive level steering committee meetings.
Track integration progress and flag misalignment, risks, or bottlenecks early.
Help analyze operational readiness, technology dependencies, and process gaps that may impact integration.
Contribute to the standardization of iCapital’s integration playbook, templates, and best practices.
Identify opportunities to streamline workflows and improve the integration experience for acquired teams.
Support the creation and maintenance of integration KPIs and dashboards measuring progress, synergies, and operational health.

Qualifications

8+ years of experience in project management, M&A integration support, management consulting, corporate change management or business operations; financial services or fintech experience is preferred
Strong understanding of project management processes and cross functional coordination
Demonstrated ability to establish long-term cross-functional connections between different parts of the business
Exposure to M&A integration or complex operational transformation programs is strongly preferred
Excellent verbal and written communication skills and able to work with senior stakeholders with clarity and polish
Strong analytical mindset with ability to interpret data, track KPIs, and tell a concise story
Able to manage multiple tasks simultaneously and bring structure to ambiguous environments
Comfort with challenging the status quo and ability to think outside of the box to solve problems
Experience supporting complex integrations, tech enabled platform transitions, or financial services operating models is a plus
Familiar with iCapital’s ecosystem, alternative investments, fund operations, platform technology, and client lifecycle is a plus

Benefits

The base salary range for this role is $130,000 to $175,000. 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.

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Executive Governance and Initiatives - Assistant Vice President / Vice President

iCapital · New York, New York, United States

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Strategic Integration US NY - New York City Posted May 7, 2026

About the Role

iCapital is seeking a highly analytical and execution-oriented Assistant Vice President or Vice President to support Executive Governance and serve as a Chief of Staff-style partner to senior leadership, supporting the firm’s Management Committee and Operating Committee. This role is pivotal in enabling disciplined executive decision-making, operational excellence, and strategic execution across iCapital. Operating at the intersection of strategy, analysis, and execution, this role partners closely with senior executives to translate strategic objectives into actionable initiatives. Success demands exceptional organization, analytical rigor, and the ability to surface and prioritize critical topics for leadership in a fast-paced environment.

Responsibilities

Coordinate Management Committee and Operating Committee agendas, materials, and follow-up actions, ensuring clarity, alignment, and timely execution.
Support Pricing and New Activities Committee through agenda planning, governance oversight, and actionable recommendations.
Deliver data-driven insights and strategic analyses that inform executive decision-making and operational performance.
Oversee executive communications, including executive reading, dashboards, meeting calendars, weekly agendas, CEO updates, and special updates.
Facilitate leadership team meetings, committee preparation, and executive-facing materials with a focus on actionable outcomes.
Conduct deep-dive analyses of business performance, KPIs, and operating metrics, surfacing critical topics and opportunities for improvement to executive leadership.
Drive execution of strategic initiatives, process improvements, and implementation support across growth and operational excellence efforts.

Qualifications

6–12 years of experience in strategy, operations, chief of staff, finance, consulting, or relevant roles within financial services, fintech, or technology-enabled organizations
Exceptional organizational skills, with proven ability to manage multiple priorities, drive initiatives from concept through completion, and maintain high attention to detail
Advanced PowerPoint proficiency, with demonstrated success preparing high-quality executive materials, dashboards, and presentations
Outstanding written and verbal communication skills and adept at influencing senior leaders and surfacing critical topics for executive focus
Strong analytical and critical thinking abilities, with comfort analyzing metrics, conducting strategic analyses, and translating findings into actionable recommendations
Experience facilitating senior-level forums, driving accountability, and ensuring decision quality
High degree of ownership, sound judgment, and ability to thrive in ambiguous, fast-moving, and executive-focused environments

Benefits

The base salary range for this role is $120,000 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.

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