Platform Integration Specialist - Associate / Assistant Vice President New York, New York, United States

New York, New York, United States

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
• Familiar with software-based financial solutions (i.e. 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
• 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

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.

iCapital is proud to be an Equal Employment Opportunity and Affiantive Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

iCapital Voluntary Self-Identification Questions (U.S. Only)

Candidates are invited to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded.

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.Disabilities include, but are not limited to:

• Alcohol or other substance use disorder (not currently using drugs illegally)
• Blind or low vision
• Cancer (past or present)
• Cardiovascular or heart disease
• Celiac disease
• Cerebral palsy
• Deaf or serious difficulty hearing
• Diabetes
• Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
• Epilepsy or other seizure disorder
• Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
• Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
• Missing limbs or partially missing limbs
• Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
• Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
• Neurodivergence, for example, attention‑deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
• Partial or complete paralysis (any cause)
• Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema

This survey should take about 5 minutes to complete.

Voluntary Self-Identification: What is your Gender? Select...

Voluntary Self-Identification: Are you Hispanic / Latino? Select...

Voluntary Self-Identification: Please identify your race if not Hispanic / Latino Select...

Voluntary Self-Identification: What is your veteran status? Select...

Voluntary Self-Identification: What is your disability status? Select...