Platform Implementation & Operations
Assistant Vice President
Confirmed live in the last 24 hours
Greenwich, CT, USA
- Bachelor's Degree
- 5-8 years of experience in project management/operational financial services
- Strong interpersonal and presentation skills and the proven ability to influence and communicate effectively across both internal and client stakeholders
- Effective team player and a willingness to roll up one's sleeves and get the job done
- Attention to detail
- Desire to work in a fast-moving entrepreneurial environment
- Manage front-to-back implementation for small to medium size clients (e.g., General Partners, Wirehouses, RIA firms, etc.)
- Manage data integrations with clients and vendors across the alternative investment ecosystem (administrators, custodians, transfer agents, partners, etc.)
- Scope, prepare, and manage detailed project plans and implementation tasks lists for timely and successful launch along with senior team members
- Manage workstreams within larger implementations supporting the senior project lead
- Provide ongoing account and relationship management for clients
- Learn and support all interfaces on iCapital platform; develop in-depth understanding of the platform, conduct platform demonstrations, and consistently drive improvements
- Work with staff to trouble shoot platform issues
- Train team members and staff on platform and client setup
iCapital Network connects advisors and their high net worth investors to leading alternative investment managers.
- 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
Company Core Values
- Integrity - Honesty and integrity are fundamental to everything we do.
- Collaboration - Teamwork and collaboration are the foundation of our success.
- Accountabiltiy - We demonstrate commitment, caring, and enthusiasm.
- Partnership - The success of our clients and partners is our relentless focus.
- Excellence - We Strive for flawless execution.