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About the Role
iCapital is seeking an Associate or Assistant Vice President to join the Implementation Specialists team. This role will independently lead small to medium client integrations, assist senior leads on complex integrations, and manage the ongoing platform experience for existing clients.
Responsibilities
- Lead and support all aspects of new and existing wealth manager and asset management integrations, including project management, client discovery, operating model and business process design, data integrations, platform set-up, testing, and rollout.
- Provide program and project management expertise, including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
- Implement client requirements through white label set-up and platform configurations.
- Manage and support the overall platform experience for existing strategic clients to maximize their platform consumption.
- Develop a strong understanding of client businesses and how they translate to the iCapital platform.
- Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
- Proactively and consistently drive operational efficiencies and platform enhancements.
- Work with Operations and Product Management teams to troubleshoot platform issues.
- Document and update procedures, processes, and workflows, assisting with the creation of playbooks and client collateral.
- Partner closely with Product Managers, Relationship Managers, and Operations teams to deliver for clients.
Requirements
- 6-10+ years of experience in project management, client software implementations, operations, or relationship management within the financial services/fintech industry.
- Proven track record of leading cross-functional project teams from inception to execution.
- Familiarity with software-based financial solutions (e.g., transaction systems, online forms, trading software).
- Excellent writing skills with the ability to produce detailed project documentation, business requirements documentation, and specifications.
- Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills.
- Exemplary attention to detail.
- Strong interpersonal and presentation skills, with the ability to influence and communicate effectively across internal and client stakeholders.
- Experience working on a team and a desire to work in a fast-moving entrepreneurial environment.
- Knowledge of wealth management and private bank business and processes/alternatives.
- Experience managing data integrations is a plus.
Skills
- Project Management
- Client Software Implementations
- Operations
- Relationship Management
- Financial Services
- Fintech
- Cross-functional Team Leadership
- Software-based Financial Solutions
- MS Office (Excel, Word, PowerPoint)
- Data Analytics
- Attention to Detail
- Interpersonal Skills
- Presentation Skills
- Communication Skills
- Wealth Management Knowledge
- Private Bank Business Knowledge
- Data Integration Management
Location
- New York, NY
Work Type
- Hybrid
Experience Level
- Associate
- Assistant Vice President
Salary/Compensations
- $90,000 - $105,000 (Associate)
- $110,000 - $150,000 (AVP)
Benefits
- 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.