Platform Integration Specialist - Associate / Assistant Vice President

About the Role

iCapital is looking for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior leads on complex client integrations along with managing the ongoing platform experience for existing clients.

Responsibilities

Lead and support all aspects of new and existing wealth manager and asset management integrations including but not limited to project management, client discovery, operating model and business process design, data integrations, platform set-up, testing and rollout.

Provide program and project management expertise including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.

Implement client requirements via white label set-up and platform configurations.

Manage and support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform.

Build a strong understanding of a client’s business and how that translates to the iCapital platform.

Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.

Drive operational efficiencies and platform enhancements proactively and consistently.

Work with Operations and Product Management teams to troubleshoot platform issues.

Document and update procedures, processes, and workflow, assisting with the creation of playbooks and client collateral.

Partner closely with Product Managers, Relationship Managers and Operations teams to deliver for our clients.

Qualifications

6-10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech industry

Proven track record of leading cross-functional project teams from inception to execution

Familiar with software-based financial solutions (i.e. transaction systems, online forms, trading software)

Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development

Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills

Exemplary attention to detail

Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders

Experience working on a team and a desire to work in a fast-moving entrepreneurial environment

Knowledge of wealth management and private bank business and processes/alternatives

Experience managing data integrations is a plus

Benefits

The base salary range for this role is $90,000 - $105,000 for Associates and $110,000 - $150,000 for Assistant Vice President level positions . 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.