iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & 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 (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); & a three-time winner of MMI/Barrons Solutions Provider award (See link below). 

About the Role

iCapital is looking for an experienced Vice President or Senior Vice President to join the Implementation Specialists team as an Implementation lead. The team sits within the Product organization & is responsible for managing platform integrations for both new & existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers & Enterprise Relationship Managers.

Responsibilities

• Drive entire successful end-to-end integrations for new & existing iCapital clients including Wealth Managers & Asset Managers as well as third party data integrations with Fund Administrators & Transfer Agents.
• Provide program & project management expertise including framing the project, establishing detailed project plans, managing risk, & driving accountability across internal & external stakeholders.
• Possess in-depth understanding of the iCapital platform to lead and/or facilitate client discovery, requirements gathering, operating model & business process design, platform set-up, testing & rollout.
• Manage the overall platform experience for existing clients including maximizing their consumption of the platform.
• Build a strong understanding of a clients business & how that translates to the iCapital platform; Provide Product Managers & other internal stakeholders with client context to assess change management activities including new product enhancements.
• Collaborate with Product Managers to identify product gaps & opportunities, vet potential solutions, & roll out new features.
• Partner closely with Product Managers, Relationship Managers, Sales, & Client Success teams to deliver for our clients.

Qualifications

• 10+ years of experience in project management, client software implementations, relationship management within financial services and/or fintech
• Knowledge of wealth management & private bank business & 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 & ability to produce detailed project documentation, business requirements documentation & specifications to drive successful development
• Exemplary attention to detail
• Strong interpersonal & presentation skills, & the proven ability to influence & communicate effectively across both internal & client stakeholders
• History of teamwork, willingness to roll up ones sleeves & get the job done, & a desire to work in a fast-moving entrepreneurial environment
• Experience managing data integrations is a plus

Benefits

The base salary range for this role is $155,000 to $215,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, & 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO).

We believe the best ideas & innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, & some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity & 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.