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Onboarding Operations - Associate

iCapital - Stamford, Connecticut, United States

Posted May 28, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
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Relocation assistance
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Childcare support
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Learning budget
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Verification
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Salary
$75K-$85K From the posting source checked Jun 20, 2026
401(k) match
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Market context

U.S. role benchmark (BLS OEWS)
$61,842 U.S. median for this role
Projected growth (BLS Employment Projections)
+1.9% - Slower

29% above the BLS role benchmark for operations aggregate.

Matched to SOC 11-1021 - Operations aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Operations From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
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Company

Equity
Offered From the posting source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Onboarding Operations - Associate Stamford, Connecticut, United States About the Role iCapital is looking to hire an Onboarding Operations Associate to join the Data Solutions team. This role serves as a critical execution and coordination layer between Onboarding leadership and Analyst teams. This individual will be responsible for driving workflow efficiency, enforcing discipline, supporting case-level strategy, and ensuring high-quality execution across all phases on investment position onboarding. The ideal candidate will combine hands-on case management with real-time team oversight, enabling scalability, consistency, and elevated performance across the onboarding function. Responsibilities - Oversee daily case pipeline across onboarding stages, ensuring adherence to weekly prioritizations. - Rebalance workloads to optimize quantity, reduce aging, and mitigate bottlenecks. - Step in to oversee high-risk, complex, or time-sensitive onboarding cases. - Monitor key inflection points through the investment position onboarding lifecycle, ensuring timely progression and issue resolution. - Serve as the first-line escalation point for analysts on process, operating platform, and case-related issues. - Conduct quality checks on case work to ensure accuracy, completeness, and compliance with SOPs. - Reinforce structured execution standards (i.e. documentation, tracking, and follow-ups). - Provide real-time training and feedback to analysts to improve output quality and efficiency. - Ensure consistent adoption of onboarding SOPs, tools, and workflows. - Identify operational gaps (i.e. missed notifications, handoff breakdowns, manual workarounds). - Partner with leadership to propose and implement scalable solutions and process enhancements. - Influence the adoption of AI-enabled tools and automation solutions to improve efficiency and reduce manual effort. - Drive

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