Platform Implementation Specialist - Assistant Vice President

April 18

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iCapital

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Powering the World’s Alternative Investment Marketplace

HNW Fundraising Platform • Alternative Investments • Private Equity and Hedge Funds • Private Investor Network • Private Access Vehicles

501 - 1000

Description

• Drive entire successful end-to-end integrations for new and existing iCapital clients including Wealth Managers, Asset Managers, and third-party data integrations • Provide program and project management expertise • Possess in-depth understanding of the iCapital platform • Manage the overall platform experience for existing clients • 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

Requirements

• 6+ years of experience in project management, client software implementations, relationship management within financial services and/or fintech • Knowledge of wealth management and private bank business and processes • Knowledge of alternative investments industry • Proven track record of leading cross-functional project teams from inception to execution • Familiar with software-based financial solutions (transaction systems, online forms, trading software) • Excellent writing skills • Exemplary attention to detail • Strong interpersonal and presentation skills

Benefits

• The base salary range for this role is $115,000 to $140,000. • Equity for all full-time employees • Annual performance bonus • Employer matched retirement plan • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling • Parental leave • Unlimited paid time off (PTO) • Flexible work schedule with 3-4 days in the office