Platform Implementation Specialist - Assistant Vice President

iCapital•New York, NY

7h•$110,000 - $150,000•Hybrid

About The Position

iCapital is seeking an Associate or Assistant Vice President to join its Implementation Specialists team. The role leads small and medium client integrations independently, supports senior leads on complex integrations, and manages the ongoing platform experience for existing clients. The position involves coordinating client implementations across project management, discovery, operating-model and business-process design, data integrations, platform configuration, testing, and rollout. It also focuses on maximizing clients’ use of the platform, collaborating with Product, Operations, and Relationship Management teams, and identifying operational efficiencies and platform enhancements.

Requirements

6–10+ years of experience in project management, client software implementations, operations, or relationship management within the financial services or fintech industry.
Proven track record of leading cross-functional project teams from inception through execution.
Familiarity with software-based financial solutions, such as transaction systems, online forms, or trading software.
Excellent writing skills and ability to produce detailed project documentation, business requirements documentation, and specifications to support successful development.
Advanced Microsoft Office skills, including Excel, Word, and PowerPoint, and data analytics skills.
Exemplary attention to detail.
Strong interpersonal and presentation skills, with the ability to influence and communicate effectively with internal and client stakeholders.
Experience working on a team and desire to work in a fast-moving entrepreneurial environment.
Knowledge of wealth management and private banking businesses, processes, and alternatives.

Nice To Haves

Experience managing data integrations.

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 setup, testing, and rollout.
Establish detailed project plans, manage risks, and drive accountability across internal and external stakeholders.
Implement client requirements through white-label setup and platform configurations.
Manage and support the platform experience for existing strategic clients, with the goal of maximizing their platform consumption.
Develop a strong understanding of clients’ businesses and how their needs translate to the iCapital platform.
Collaborate with Product Managers to identify product gaps and opportunities, evaluate potential solutions, and roll out new features.
Proactively drive operational efficiencies and platform enhancements.
Work with Operations and Product Management teams to troubleshoot platform issues.
Document and update procedures, processes, and workflows, and help create playbooks and client collateral.
Partner with Product Managers, Relationship Managers, and Operations teams to deliver for clients.