Platform Implementation Specialist Vice President, iCapital
$150-180k
+ Equity and an annual performance bonus.
4 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$150-180k
+ Equity and an annual performance bonus.
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 10+ years of direct experience in project management, client software implementations, relationship management within financial services and/or fintech
- Knowledge of wealth management and private bank business and processes
- Knowledge of alternative investments industry
- Proven track record of leading cross-functional project teams from inception to execution
- Familiar with software-based financial solutions (transaction systems, online forms, trading software)
- Excellent writing skills and ability to produce detailed project documentation, business requirements documentation and specifications to drive successful development
- Exemplary attention to detail
- Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
- History of teamwork, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
- Experience managing data integrations is a plus
What the job involves
- ICapital is looking for an experienced Vice President to join the Implementation Specialists team as an Implementation lead
- The team sits within the Product organization and is responsible for managing platform integrations for both new and existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers and Enterprise Relationship Managers
- Drive entire successful end-to-end integrations for new and existing iCapital clients including Wealth Managers and Asset Managers as well as third party data integrations with Fund Administrators and Transfer Agents
- Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders
- Possess in-depth understanding of the iCapital platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing and rollout
- Manage the overall platform experience for existing clients including maximizing their consumption of the platform
- Build a strong understanding of a client’s business and how that translates to the iCapital platform; Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements
- Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features
- Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients
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
Insights
Few candidates hear
back within 2 weeks
42% employee growth in 12 months
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
Articles
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
Salary benchmarks
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Diversity, Equity & Inclusion at iCapital
- We consider applicants of all backgrounds. If you are excited about what we’re building but don't meet some of the criteria above, please don’t let that discourage you from applying
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