Platform Implementation Specialist

5 days ago

New York, New York, United States iCapital Full time
About the Role

iCapital is seeking an experienced Vice President to lead the Implementation Specialists team as an Implementation Lead. The team is part of 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.

Key Responsibilities
  • Drive successful end-to-end integrations for new and existing iCapital clients, including wealth management firms, asset managers, and 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 knowledge of the iCapital platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform setup, 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.
What We Offer

iCapital offers a compensation package that 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 four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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