Fintech Implementation Strategist

3 days ago

Greenwich, Connecticut, United States iCapital Network Full time
About the Role
iCapital Network is seeking an experienced Vice President to lead Implementation Specialists as they manage platform integrations for new and existing clients.

Responsibilities
• Drive 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 projects, establishing detailed 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, maximizing their consumption of the platform.

Qualifications
• 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.

Benefits
iCapital Network offers a competitive salary range of $150,000 to $180,000, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off.

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