Platform Implementation Specialist - Vice President

July 23

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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 and Asset Managers as well as third party data integrations with Fund Administrators and Transfer Agents • Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders • Possess in-depth understanding of the iCapital platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing and rollout • Manage the overall platform experience for existing clients including maximizing their consumption of the platform • Build a strong understanding of a client’s business and how that translates to the iCapital platform; Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements • Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features • Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients

Requirements

• 10+ years of direct 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 and ability to produce detailed project documentation, business requirements documentation and specifications to drive successful development • Exemplary attention to detail • Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders • History of teamwork, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment • Experience managing data integrations is a plus

Benefits

• Salary range of $150,000 to $180,000 • Equity for all full-time employees • Annual performance bonus • Employer matched retirement plan • 100% employer paid dental, vision, telemedicine, and virtual mental health counseling • Parental leave • Unlimited paid time off (PTO) • Flexibility to work remotely one day a week