2-5+ years of experience in project management or client software implementations in financial services/fintech.
Proven support of cross-functional project teams from inception to execution.
Familiarity with software-based financial solutions like transaction systems and trading software.
Strong writing skills for producing detailed project documentation and specifications.
Advanced in MS Office (Excel, Word, PowerPoint) and possess data analytics skills.
Exemplary attention to detail and strong interpersonal skills.
Experience in team settings with a preference for fast-moving entrepreneurial environments.
Responsibilities
Support integrations for wealth management and asset management including project management and client discovery.
Manage project plans and risk while ensuring accountability among stakeholders.
Implement client requirements through platform set-up and configuration.
Enhance ongoing platform experience for existing clients to maximize usage.
Understand client business to align with the iCapital platform.
Collaborate with Product Managers to identify and implement new features.
Drive operational efficiencies and enhancements across the platform.
Benefits
Equity offered for all full-time employees.
Employer matched retirement plan.
Generously subsidized healthcare with 100% employer paid dental and vision.
Telemedicine and virtual mental health counseling provided.
Parental leave and unlimited paid time off (PTO).
Collaborative office environment Monday through Thursday with remote work flexibility on Friday.
Full Job Description
About the Role
iCapital is looking for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior leads on complex client integrations along with managing the ongoing platform experience for existing clients.
Responsibilities
Lead and support all aspects of new and existing wealth manager and asset management integrations including but not limited to project management, client discovery, operating model and business process design, data integrations, platform set-up, testing and rollout.
Provide program and project management expertise including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
Implement client requirements via white label set-up and platform configurations.
Manage and support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform.
Build a strong understanding of a client's business and how that translates to the iCapital platform.
Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
Drive operational efficiencies and platform enhancements proactively and consistently.
Work with Operations and Product Management teams to troubleshoot platform issues.
Document and update procedures, processes, and workflow, assisting with the creation of playbooks and client collateral.
Partner closely with Product Managers, Relationship Managers and Operations teams to deliver for our clients.
Qualifications
6-10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech industry
Proven track record of leading cross-functional project teams from inception to execution
Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills
Exemplary attention to detail
Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
Experience working on a team and a desire to work in a fast-moving entrepreneurial environment
Knowledge of wealth management and private bank business and processes/alternatives
Experience managing data integrations is a plus
Benefits
The base salary for this role is $90,000 - $105,000 for associates and $110,000 - $150,000 for AVP level positions. 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.
