Job Description

iCapital seeks an experienced Associate or Assistant Vice President to join the Implementation Specialists team, responsible for managing platform integrations for new and existing enterprise clients and the ongoing platform experience for existing clients.

Responsibilities

• Manage platform integrations for new and existing clients
• Provide project management expertise
• Implement client requirements via white label set-up and platform configurations
• Manage the overall platform experience for existing strategic clients
• Collaborate with Product Managers to identify product gaps and opportunities
• Drive operational efficiencies and platform enhancements
• Troubleshoot platform issues
• Document and update procedures, processes, and workflow
• Partner with various teams to deliver for clients

Requirements

• Experience in project management, client software implementations, operations, and/or relationship management within financial services or fintech
• Proven track record of leading cross-functional project teams
• Familiarity with software-based financial solutions
• Excellent writing skills for project documentation
• Advanced MS Office skills
• Strong interpersonal and presentation skills
• History of teamwork and willingness to work in a fast-moving environment
• Knowledge of wealth management and private bank business is a plus
• Experience analyzing, manipulating, and managing data is a plus

Benefits

• No benefits