Assistant Vice President of Platform Implementation Specialist

Join iCapital as an Assistant Vice President of Platform Implementation Specialist. In this role, you will lead small and medium client integrations, assist senior leads on complex client integrations, and manage the ongoing platform experience for existing clients. You will be responsible for project management, client discovery, operating model and business process design, data integrations, platform set-up, testing, and rollout. You will also collaborate with Product Managers, drive operational efficiencies, troubleshoot platform issues, and document procedures and processes. This position offers a competitive salary, employer-matched retirement plan, unlimited paid-time off, and generous health care benefits.

• Lead and support all aspects of new and existing wealth manager and asset management integrations, including project management, client discovery, operating model and business process design, data integrations, platform set-up, testing, and rollout.
• Provide program and project management expertise, including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
• Manage and support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform.
• Experience managing data integrations is a plus
• Exemplary attention to detail
• Familiar with software-based financial solutions (i.e. transaction systems, online forms, trading software)
• 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
• Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
• Knowledge of wealth management and private bank business and processes/alternatives
• Proven track record of leading cross-functional project teams from inception to execution
• Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills
• 6-10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech industry