Platform Implementation Specialist - Vice President

iCapital

$145K — $185K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in project management, client software implementations, and relationship management within financial services or fintech.
  • Knowledge of wealth management, alternative investments, and private banking processes.
  • Proven ability to lead cross-functional project teams from start to finish.
  • Familiarity with software-based financial solutions like transaction systems and trading software.
  • Excellent writing skills for creating detailed project and business documentation.
  • Strong interpersonal and presentation skills to effectively communicate with clients and stakeholders.
  • Team-oriented with a proactive attitude and an interest in a fast-paced environment.
  • Experience in managing data integrations is a plus.

Responsibilities

  • Drive end-to-end integrations for new and existing clients, including wealth managers and asset managers.
  • Provide program and project management expertise, establishing plans and managing risks.
  • Lead client discovery and requirements gathering, ensuring a thorough understanding of the iCapital platform.
  • Enhance the platform experience for existing clients, maximizing their engagement with the system.
  • Build strong client relationships to translate their business needs into platform enhancements.
  • Supply Product Managers with client insights to inform change management and product development.
  • Collaborate with various internal and external teams to deliver optimal solutions for clients.

Benefits

  • Salary equity for all full-time employees along with an annual performance bonus.
  • Comprehensive benefits package including an employer matched retirement plan.
  • Generously subsidized healthcare including fully employer-paid dental and vision.
  • Access to telemedicine and virtual mental health counseling services.
  • Parental leave and unlimited paid time off (PTO).
  • In-office work Monday-Thursday with Fridays offering remote flexibility.
Full Job Description
About the Role

iCapital is seeking a Vice President to join its Implementation team as a senior team lead. The Implementation team sits within the Product organization and is responsible for managing platform integrations for both new and existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers and Enterprise Relationship Managers.

Responsibilities
  • Drive 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.
  • Retain in depth understanding of the iCapital platform in order to lead 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 the Product Management, Relationship Management, Sales, Operations, Client Success, and external technology teams to deliver for clients.

Qualifications
  • 10+ years of experience in project management, client software implementations, relationship management within financial services or fintech
  • Knowledge of wealth management, alternative investments, and private bank business and processes
  • 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 able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
  • 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

Benefits

The base salary range for this role is $145,000 to $185,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: [redacted] | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

Similar Jobs

More Jobs at iCapital

More Finance & Insurance Jobs

Find similar Platform Implementation Specialist - Vice President jobs: