Platform Implementation Specialist - Assistant Vice President

2-5+ years of experience in project management, client software implementations, operations or relationship management within the financial services/fintech industry

Proven track record of supporting cross-functional project teams from inception to execution

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

transaction systems, online forms, trading software)

Knowledge of wealth management and private bank business and processes/alternatives are a plus

Experience managing data integrations is a plus

The base salary range for this role is $90,000 to $110,000.  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: @icapitalnetwork | LinkedIn:

https://www.linkedin.com/company/icapital-network-inc

This role will primarily support senior leaders in managing platform integrations for both new and existing enterprise clients, as well as supporting the ongoing platform experience for existing clients.

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.

Implement client requirements via white label set-up and platform configurations.

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.