Head of Business Excellence, Managing Director

Job Description

Job Description

About the Role

The Head of Business Excellence serves as a strategic and operational partner to the COO, driving business performance, operational rigor, strategic development and cultural alignment across the business unit. This role functions as a Deputy COO and Chief of Staff, with a strong focus on project management, controls, governance, and cross-functional enablement. The ideal candidate will lead initiatives that enhance operational excellence, ensure regulatory compliance, and foster a high performing, engaged workforce.

• Partner with the COO to oversee business unit operations, ensuring alignment with strategic goals.
• Lead cross-functional initiatives to drive change, including acquisition integration to improve efficiency, and enhance transparency.
• Partner with technology to drive operational excellence and scale
• Develop and maintain dashboards and scorecards to track business performance and key control metrics.
• Establish and lead a horizontal support function across Legal, Compliance, and Risk.
• Oversee and standardize processes related to:
  • Policy and procedure management
  • Regulatory inquiries and responses
  • Platform access and entitlements
  • AML/KYC/PKR compliance
  • Committee governance and documentation
  • Audit readiness and scorecard tracking
  • Key control monitoring and escalation

• Assess and enhance existing control procedures, identifying gaps and implementing improvements.
• Ensure consistency in methodology and tracking across the COO office and business unit.
• Drive change management efforts across the business unit, ensuring smooth adoption of new processes and systems.
• Facilitate cross-functional collaboration to break down silos and improve execution.
• Lead business reviews, planning cycles, and performance tracking.
• Help develop technology roadmap to drive client outcomes
• Design and execute employee engagement strategies, including surveys, feedback loops, and action plans.
• Plan and facilitate town halls, offsites, and internal communications to foster transparency and alignment.
• Act as a cultural ambassador, promoting values of excellence, accountability, and inclusion.

• 15+ years in business operations, risk/control functions, technology development, strategy, or Chief of Staff-type roles.
• Experience working across Legal, Compliance, Risk, or Regulatory domains is highly desirable.
• Proven track record of leading cross-functional initiatives and driving organizational change, utilizing both technology and process reengineering.
• Strong understanding of operational risk, control frameworks, and regulatory environments.
• Excellent communication, stakeholder management, and influencing skills.
• Strategic thinker with strong analytical and problem-solving capabilities.
• Proficiency in project management, data visualization, and reporting tools.

The base salary range for this role is $250,000 to $300,000. 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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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.