iCapital is looking for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior leads on complex client integrations along with managing the ongoing platform experience for existing clients.

Lead and 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.

Provide program and project management expertise 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.

Manage and 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.

Platform Implementation Specialist - Assistant Vice President

Responsibilities

Qualification

Required

Benefits

Company

Icapitalnetwork

More roles at Icapitalnetwork