Head of Enterprise Applications - Senior Vice President
iCapital, Greenwich, NY, United States
Location(s)
Greenwich, CT or New York, NY
Company Overview iCapital powers the world’s alternative investment marketplace. Our financial technology platform serves advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for high‑net‑worth clients. We manage approximately $945 billion in global client assets as of June 2025.
Role Overview Head of Enterprise Applications within the Corporate Technology team. Responsibilities include strategy, delivery, and lifecycle management of the company’s core business platforms—CRM, workflow and automation (ServiceNow), and financial systems. Reporting to the Head of Corporate Technology, the leader will drive a modern, integrated, automation‑enabled application ecosystem that supports revenue growth, financial operations, and enterprise‑wide efficiency.
Responsibilities
Define and execute enterprise applications strategy across CRM, financial systems, and workflow platforms.
Own and evolve Salesforce as the core revenue platform, alongside ServiceNow and financial systems.
Drive enterprise‑wide automation and workflow transformation initiatives.
Partner with Sales, Operations, Finance teams and corporate leaders to align technology with business priorities.
Establish product ownership, roadmaps, and lifecycle management across all applications.
Lead integration strategy across enterprise platforms in alignment with architecture standards.
Identify opportunities to scale and optimize Salesforce capabilities to support growth.
Partner with AI Enablement to embed intelligent automation and AI‑driven features into platforms.
Optimize vendor relationships, licensing, and total cost of ownership.
Build and lead a high‑performing applications organization with clear accountability.
Qualifications
12+ years of experience leading enterprise applications or business systems at scale.
Deep expertise in the Salesforce ecosystem is required.
Strong understanding of ServiceNow, financial systems, and enterprise workflows.
Proven track record of scaling CRM platforms in complex environments.
Experience leading multi‑platform enterprise application portfolios.
Strong stakeholder management across Sales, Operations, and Finance teams.
Able to operate strategically while driving execution and measurable outcomes.
Experience with Microsoft Dynamics (CRM) and Pega (BPM) is a plus.
Benefits The base salary range is $200,000 to $230,000. iCapital offers a compensation package that includes base salary, equity, and an annual performance bonus. Employees receive a comprehensive benefits package: employer‑matched retirement plan; fully employer‑paid dental, vision, telemedicine, and virtual mental health counseling; parental leave; unlimited paid time off. The work schedule is Monday‑Thursday in the office with Friday remote flexibility.
Equal Employment Opportunity 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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Company Overview iCapital powers the world’s alternative investment marketplace. Our financial technology platform serves advisors, wealth management firms, asset managers, and banks to evaluate and recommend bespoke public and private market strategies for high‑net‑worth clients. We manage approximately $945 billion in global client assets as of June 2025.
Role Overview Head of Enterprise Applications within the Corporate Technology team. Responsibilities include strategy, delivery, and lifecycle management of the company’s core business platforms—CRM, workflow and automation (ServiceNow), and financial systems. Reporting to the Head of Corporate Technology, the leader will drive a modern, integrated, automation‑enabled application ecosystem that supports revenue growth, financial operations, and enterprise‑wide efficiency.
Responsibilities
Define and execute enterprise applications strategy across CRM, financial systems, and workflow platforms.
Own and evolve Salesforce as the core revenue platform, alongside ServiceNow and financial systems.
Drive enterprise‑wide automation and workflow transformation initiatives.
Partner with Sales, Operations, Finance teams and corporate leaders to align technology with business priorities.
Establish product ownership, roadmaps, and lifecycle management across all applications.
Lead integration strategy across enterprise platforms in alignment with architecture standards.
Identify opportunities to scale and optimize Salesforce capabilities to support growth.
Partner with AI Enablement to embed intelligent automation and AI‑driven features into platforms.
Optimize vendor relationships, licensing, and total cost of ownership.
Build and lead a high‑performing applications organization with clear accountability.
Qualifications
12+ years of experience leading enterprise applications or business systems at scale.
Deep expertise in the Salesforce ecosystem is required.
Strong understanding of ServiceNow, financial systems, and enterprise workflows.
Proven track record of scaling CRM platforms in complex environments.
Experience leading multi‑platform enterprise application portfolios.
Strong stakeholder management across Sales, Operations, and Finance teams.
Able to operate strategically while driving execution and measurable outcomes.
Experience with Microsoft Dynamics (CRM) and Pega (BPM) is a plus.
Benefits The base salary range is $200,000 to $230,000. iCapital offers a compensation package that includes base salary, equity, and an annual performance bonus. Employees receive a comprehensive benefits package: employer‑matched retirement plan; fully employer‑paid dental, vision, telemedicine, and virtual mental health counseling; parental leave; unlimited paid time off. The work schedule is Monday‑Thursday in the office with Friday remote flexibility.
Equal Employment Opportunity 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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