Platform Implementation Specialist

3 weeks ago

New York, New York, United States iCapital Full time

iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $180 billion in global client assets invested in 1,441 funds, as of February 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years ; a three-time selection by Forbes to its list of Best Startup Employers ; and a three-time winner of MMI/Barron's Solutions Provider award (See link below).

About the Role

iCapital is looking for an experienced Vice President or Senior Vice President to join the Implementation Specialists team as an Implementation lead. The team sits within the Product organization and is responsible for managing platform integrations for both new and existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers and Enterprise Relationship Managers.

Responsibilities

  • 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.

Qualifications

  • 10+ 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 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

The base salary range for this role is $155,000 to $215,000. 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. This role can sit in our NYC or Greenwich, CT office and will require the employee to be in office four days week.

For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer:

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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