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About the Role
iCapital is seeking a Vice President to join its Implementation team as a senior team lead. This role manages platform integrations for enterprise clients and oversees the ongoing platform experience in partnership with Product Managers and Enterprise Relationship Managers.
Responsibilities
- Drive 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, including project framing, detailed project plans, risk management, and accountability.
- Maintain in-depth understanding of the iCapital platform to lead client discovery, requirements gathering, operating model and business process design, platform setup, testing, and rollout.
- Manage the overall platform experience for existing clients, focusing on maximizing platform consumption.
- Develop a strong understanding of client businesses and their translation to the iCapital platform.
- Provide client context to Product Managers and internal stakeholders for change management and new product enhancements.
- Collaborate with Product Managers to identify product gaps and opportunities, vet solutions, and roll out new features.
- Partner closely with Product Management, Relationship Management, Sales, Operations, Client Success, and external technology teams to deliver for clients.
Requirements
- 10+ years of experience in project management, client software implementations, or relationship management within financial services or fintech.
- Knowledge of wealth management, alternative investments, and private bank business and processes.
- Proven track record of leading cross-functional project teams from inception to execution.
- Familiarity with software-based financial solutions (transaction systems, online forms, trading software).
- Excellent writing skills for detailed project documentation, business requirements, and specifications.
- Strong interpersonal and presentation skills with the ability to influence and communicate effectively.
- History of teamwork, willingness to take initiative, and a desire to work in a fast-moving entrepreneurial environment.
Skills
- Project management
- Client software implementations
- Relationship management
- Wealth management knowledge
- Alternative investments knowledge
- Private bank business and processes knowledge
- Cross-functional team leadership
- Software-based financial solutions familiarity
- Writing skills
- Interpersonal skills
- Presentation skills
- Communication skills
- Influence skills
- Teamwork
- Data integrations experience (plus)
Location
- New York, NY
Work Type
- Hybrid
Experience Level
- Vice President
- 10+ years
Salary/Compensations
- $145,000 to $185,000
Benefits
- Salary
- Equity for all full-time employees
- Annual performance bonus
- Employer matched retirement plan
- Generously subsidized healthcare
- 100% employer paid dental
- 100% employer paid vision
- 100% employer paid telemedicine
- 100% employer paid virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
About the Company
- iCapital is a financial technology company.
- For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us
- Twitter: @icapitalnetwork
- LinkedIn: https://www.linkedin.com/company/icapital-network-inc
- Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
Equal Opportunity
- 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.