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Platform Implementation & Operations
Assistant Vice President
Confirmed live in the last 24 hours
Greenwich, CT, USA
Experience Level
  • 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

501-1,000 employees

Company Overview
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.