Associate Platform Implementation Specialist

Join iCapital as an Associate Platform Implementation Specialist. In this role, you will support senior leaders in managing platform integrations for new and existing enterprise clients, as well as enhancing 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. Additionally, you will collaborate with Product Managers, troubleshoot platform issues, and document procedures and processes. This position offers a range of benefits, including a retirement plan, unlimited paid-time off, and subsidized healthcare.

• Support senior leaders in managing platform integrations for new and existing enterprise clients, including project management, client discovery, and platform set-up.
• Manage program and project management tasks, including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
• Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
• Proven track record of supporting cross-functional project teams from inception to execution
• Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
• Knowledge of wealth management and private bank business and processes/alternatives are a plus
• Familiar with software-based financial solutions (i.e. transaction systems, online forms, trading software)
• Exemplary attention to detail
• Experience working on a team and a desire to work in a fast-moving entrepreneurial environment
• Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills
• Experience managing data integrations is a plus
• Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
• 2-5+ years of experience in project management, client software implementations, operations or relationship management within the financial services/fintech industry