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 $148 billion in global client assets invested in 1,176 funds, as of October 2022. 

iCapital has been named to the Forbes Fintech 50 for five consecutive years (2018 2022); a back-to-back selection by Forbes to its list of Best Startup Employers; & a two-time winner of MMI/Barrons Solutions Provider award (See link below). 

About the Role 

iCapital is looking for a motivated & eager candidate to support the expanding development of platform partnerships with iCapital & financial intermediaries. The role encompasses supporting the operational needs of all platform offerings as well as supporting & identifying the development of custom features for new partners including providing support to design unique platform workflows. The ideal candidate has a penchant for knowledge, a hunger for growth & learning, & will embrace a collaborative, fast-paced entrepreneurial environment. 

Responsibilities 

• Manage front-to-back implementation for small to medium size clients (e.g., General Partners, Wirehouses, RIA firms, etc.). 
• Manage data integrations with clients & vendors across the alternative investment ecosystem (administrators, custodians, transfer agents, partners, etc.). 
• Scope, prepare, & manage detailed project plans & implementation tasks lists for timely & successful launch along with senior team members. 
• Manage workstreams within larger implementations supporting the senior project lead.
• Provide ongoing account & relationship management for clients. 
• Learn & support all interfaces on iCapital platform; develop in-depth understanding of the platform, conduct platform demonstrations, & consistently drive improvements.
• Work with staff to trouble shoot platform issues. 
• Train team members & staff on platform & client setup. 

 Qualifications 

• Bachelor's Degree 
• 5-8 years of experience in project management/operational financial services 
• Strong interpersonal & presentation skills & the proven ability to influence & communicate effectively across both internal & client stakeholders 
• Effective team player & a willingness to roll up ones sleeves & get the job done
• Attention to detail
• Desire to work in a fast-moving entrepreneurial environment 

 Benefits 

The base salary range for this role is $100,000 to $137,000. 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 & prioritize office-first four days a week. Most employees have the option to work remotely one day a week while 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.