iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $180 billion in global client assets invested in 1,441 funds, as of February 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years ; a three-time selection by Forbes to its list of Best Startup Employers ; and a three-time winner of MMI/Barron's Solutions Provider award (See link below).
About the Role iCapital is looking for an experienced Assistant Vice President to join the Implementation Specialists team. 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.
Responsibilities- Drive entire successful end-to-end integrations for new and existing iCapital clients including Wealth Managers, Asset Managers, and 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.
Qualifications- 6+ years of 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 able 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
The base salary range for this role is $115,000 to $140,000. 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. This role can sit in our NYC or Greenwich, CT office and will require the employee to be in office four days week.
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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iCapital is an office-first culture, as such all employees are required to work in their assigned office three or four days a week, depending on department. Please review the job description before applying, to identify the specified location/s for the role.
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Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in iCapital's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
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Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in iCapital's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
Gender Please select Gender Are you Hispanic/Latino? Please select Are you Hispanic/Latino? Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
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