Full-Time
Platform Implementation Specialist – Vice President / Senior Vice President
Updated on 4/30/2024
Automates alternative investment marketplace solutions
Senior
New York, NY, USA
- 10+ years of 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
- Drive entire 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 the project, establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
- Possess in-depth understanding of the iCapital platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, 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.
iCapital is distinguished in the financial technology sector for its comprehensive technology solutions that simplify the intricate process of private market investing. The company's secure platform enhances the efficiency and accessibility of alternative investments for a global clientele, including financial advisors, wealth managers, and asset managers. This focus on streamlining investment processes with cutting-edge technology, coupled with a commitment to education and access in the financial sector, makes it an ideal workplace for professionals looking to impact the fintech industry significantly.
Company Stage
Series C
Total Funding
$717.3M
Headquarters
New York, New York
Founded
2013
6 month growth
↑ 10%1 year growth
↑ 15%2 year growth
↑ 70%Benefits
COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan
Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Unlimited PTO
Parental Leave