Platform Integration Specialist - Associate / Assistant Vice President

About the Role

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.

Responsibilities

• 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.<