Platform Implementation Specialist - Assistant Vice President

iCapital is seeking an Associate or Assistant Vice President to join the Implementation Specialists team. This role involves leading small to medium client integrations independently and assisting senior leads on complex client integrations, while 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 project management, client discovery, operating model and business process design, data integrations, platform set-up, testing, and rollout.
• Provide program and project management expertise, 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 to maximize their consumption of the platform.
• Build a strong understanding of a client's business and how it 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 clients.

Qualifications:

• 6-10+ years of experience in project management, client software implementations, operations, or relationship management within the financial services/fintech industry.
• Proven track record of leading cross-functional project teams from inception to execution.
• Familiarity with software-based financial solutions (e.g., transaction systems, online forms, trading software).
• Excellent writing skills and ability to produce detailed project documentation, business requirements documentation, and specifications.
• Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills.
• Exemplary attention to detail.
• Strong interpersonal and presentation skills, with the ability to influence and communicate effectively across 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 $110,000 to $150,000.
• iCapital offers a compensation package that includes salary, equity for all full-time employees, and an annual performance bonus.
• Employees receive a comprehensive benefits package, including 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).
• Employees in this role will work in the office Monday-Thursday, with flexibility to work remotely on Friday.