Vice President of Solutions Engineering, iCapital
$140-175k
+ Equity + Annual performance bonus
More information about location
4 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$140-175k
+ Equity + Annual performance bonus
More information about location
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- The ability to solve complex technical challenges, understand regulatory requirements, and provide exceptional service to clients will be crucial in ensuring successful onboarding, implementation, and long-term client satisfaction
- Deep understanding of KYC, KYB, and AML processes, and how these integrate with identity management and financial institutions' compliance workflows
- Hands-on experience integrating third-party APIs, JavaScript SDKs, and building custom solutions for clients, especially in highly regulated sectors
- Solid understanding of global regulatory frameworks (e.g., FATF, GDPR, CDD, EDD) and how they apply to KYC/KYB processes, financial institutions, and digital onboarding
- Proficiency in web technologies (e.g., RESTful APIs, JSON, OAuth) and cloud platforms (AWS, Azure, GCP). Familiar with security protocols such as encryption, authentication, and data privacy in regulated environments is a plus
- Able to troubleshoot complex technical issues, propose solutions, and work collaboratively with clients to resolve problems efficiently
- 10+ years of experience in a client-facing technical role (e.g., Solutions Engineer, Technical Account Manager, Implementation Engineer) within a SaaS or financial technology company, particularly for regulated industries
- Excellent verbal and written communication skills, with the ability to explain technical concepts to both technical and non-technical stakeholders. Able to write technical documentation, reports, and training materials
- Able to work cross-functionally with Sales, Client Success, Product, and Engineering teams to deliver client solutions and drive success
- Experience working with financial institutions, fintechs, or highly regulated sectors
- Certifications in compliance (e.g., CAMS, ACAMS) or identity management (e.g., Certified Identity Management Professional - CIMP)
- Knowledge of investor onboarding workflows, biometrics, or AI-powered identity verification technologies
- Familiar with identity verification vendors or platforms (e.g., Persona, Onfido, Trulioo)
What the job involves
- ICapital is rolling out our new identity management platform focused on helping highly regulated financial institutions streamline their investor onboarding process including accreditation verification, Know Your Customer (KYC), and Know Your Business (KYB)
- Our platform offers state-of-the-art solutions that help these institutions comply with regulatory requirements, prevent fraud, and provide seamless, secure user experiences
- With an emphasis on automation, security, and scalability, we’re driving innovation in the identity verification and compliance space
- The Solutions Engineer will play a key role in bridging the gap between our cutting-edge identity management platform and our clients' needs
- This individual will work directly with financial institutions, Legal and Compliance teams, and technical stakeholders to design and implement tailored KYC and KYB solutions, all while ensuring smooth technical integration
- The ideal candidate will be a trusted advisor, providing technical expertise during pre-sales and post-sales processes to ensure clients get the most value from our platform
- Lead technical discovery calls with clients to understand their KYC/KYB workflows, compliance needs, and integration requirements
- Design tailored solutions that meet both regulatory and business requirements
- Collaborate with clients to design, architect, and deploy our Accreditation, KYC, and KYB services into their existing tech stacks
- Understand client data flows, assisting with technical integrations (APIs, SDKs), and ensuring smooth user experience and compliance
- Implementation process, from system integration to live deployment
- Work closely with Engineering teams to troubleshoot and resolve technical challenges related to KYC/KYB processes, data ingestion, and API calls
- Act as a trusted advisor on KYC, KYB, and regulatory compliance topics for financial institutions, keeping up to date with industry trends, regulations (e.g., AML, 506(c)), and compliance standards (e.g., GDPR, PCI-DSS) to ensure our platform is meeting all necessary legal requirements
- Lead product demos and PoCs to showcase how our Accreditation, KYC/KYB solutions address client needs, demonstrating product features and capabilities that align with their business objectives and regulatory obligations
- Work closely with Product, Engineering, and Client Success teams to ensure client feedback is incorporated into future product releases
- Ensure technical requirements and client feedback are clearly communicated within the organization
- Stay up to date with industry trends, emerging technologies, and evolving KYC/KYB regulations
- Educate both internal teams and clients on new capabilities, regulatory changes, and best practices in identity verification and compliance
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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