Associate Platform Implementation Specialist, iCapital
$90-110k
+ Equity + Performance Bonus
More information about location
4 days a week in office
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
$90-110k
+ Equity + 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
- 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)
- 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 are a plus
- Experience managing data integrations is a plus
What the job involves
- ICapital is looking for an Associate to join the Implementation Specialists team
- 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
- Manage program and project management tasks 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
- 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
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 2025, the company services nearly $500 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, impressive funding 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
42% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Jul 2025
$820m
SERIES E
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)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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